Episode notes
Welcome to AI Unraveled (From November 17 to November 23, 2025): Your daily strategic briefing on the business impact of AI.
This Week's Headline: The King is dead, long live the King? Google's Gemini 3 claims the throne, forcing a rare admission of "catch-up" from OpenAI, while Peter Thiel completely exits Nvidia.
Strategic Pillars & Topics
📉 Market & Strategy (Geopolitics, Finance, Regulation)
- Nvidia’s "No-Win" & The China Pivot: Nvidia CEO Jensen Huang describes the current regulatory environment as a "no-win" scenario, but relief may be coming: the Trump administration is reportedly considering allowing high-end H200 chip exports to China to check Huawei's rise.
- The "Bubble" Sell-Off: Peter Th ...