Notas del episodio
Welcome back to AI Unraveled, your strategic daily briefing on the business impact of artificial intelligence. It is Monday, December 1st, 2025, and the industry has just crossed two historic thresholds.
First, the balance of power in the 'Open AI Economy' has officially flipped—with Chinese developers overtaking the US in market share for the first time. Second, Black Friday has proven that the age of 'search' is dead, replaced by the age of 'prediction,' as AI agents drove nearly $12 billion in sales.
We are also covering DeepSeek’s new math-crushing model, Runway’s victory over Google, and why memory chips are about to become the most expensive resource on earth.
Let’s unravel the news.
Strategic Pillars & Topics
📉 Market & Strategy (Geopolitics, F ...