AI Ramblings: Episode 30

Keywords

Nvidia, AI earnings, OpenAI, Google, investor sentiment, AI bubble, language models, AI browsers, wake words, competition

Summary

In this episode of AI Ramblings, hosts Michael Parekh and Neal Makwana discuss Nvidia’s impressive earnings report and the subsequent market reactions, highlighting the competitive landscape of AI models with updates from OpenAI and Google. They delve into investor sentiment regarding potential AI bubbles, the evolution of language models into world models, and the implications of AI browsers on e-commerce. The conversation also touches on the challenges of wake words in humanizing AI, the competition between Google and Apple, and innovations in gaming technology, particularly the role of Linux. The episode concludes with a discussion on security concerns related to AI usage.

Takeaways

Nvidia’s Q3 results exceeded expectations, indicating strong market performance.

The competitive landscape of AI is heating up with new model updates from OpenAI and Google.

Investor concerns about an AI bubble persist despite positive earnings reports.

The evolution of language models into world models is a significant trend in AI innovation.

AI browsers pose a threat to traditional e-commerce platforms like Amazon.

Wake words in AI technology present challenges in user interaction and humanization.

Competition between tech giants like Google and Apple benefits consumers.

Linux is emerging as a viable alternative for gaming, challenging Windows.

Security and privacy concerns are paramount in the use of AI technologies.

The importance of adapting to new technologies while being mindful of historical precedents.

Chapters

00:00 Introduction and Milestone Celebration

02:55 Nvidia’s Earnings and Market Reactions

05:59 AI Model Updates: OpenAI vs. Google

08:55 Investor Sentiment and AI Bubble Concerns

11:41 Innovation in Language Models and World Models

14:42 AI Browsers and Their Impact on E-commerce

18:00 Wake Words and Humanizing AI

20:40 Competition Between Google and Apple

24:04 Gaming Innovations and Linux’s Role

26:53 Burning Questions on AI and Security Concerns

NEWS OF THE WEEK:

1. Nvidia Strong Quarter Fails to Soothe AI ‘Bubble’ Fears

   1. Nvidia: https://investor.nvidia.com/news/press-release-details/2025/NVIDIA-Announces-Financial-Results-for-Third-Quarter-Fiscal-2026/default.aspx

   2. WSJ: https://www.wsj.com/livecoverage/jobs-report-bls-september-stock-market-today-11-20-2025?mod=hp_lead_pos1

   3. AI-RTZ: https://michaelparekh.substack.com/publish/post/173696968?back=%2Fpublish%2Fposts%2Fscheduled

2. Google rocks it with Gemini 3

   1. NYTimes: https://www.nytimes.com/2025/11/18/technology/google-gemini-3.html

   2. AI-RTZ:

AI: Reset to Zero

AI: Google takes a victory lap with Gemini 3. RTZ #911

Well, Google saw OpenAI’s ‘warmer’ ChatGPT 5.1 and raised it a tad with Google Gemini 3 today. It was anticipated for a while this AI Tech Wave. And the launch today to its paying customers does not seem to disappoint…

Read more

a day ago · 3 likes · Michael Parekh

1. OpenAI’s ‘warmer’ ChatGPT 5.1

   1. Axios: https://www.axios.com/2025/11/12/openai-chatgpt-personality-update

   2. AI-RTZ:

AI: Reset to Zero

AI: OpenAI launches a ‘warmer’ ChatGPT 5.1 RTZ #908

ChatGPT from OpenAI is getting ‘warmer…

Read more

4 days ago · 7 likes · Michael Parekh

MAIN TOPICS: Going beyond LLM AIs to ‘World Models’

1. Axios: https://www.axios.com/2025/11/17/ai-world-models-digital-twins

2. AI-RTZ:

AI: Reset to Zero

AI: Beyond LLM AIs to ‘World Models’. RTZ #909

Regular readers here know I’ve been talking for a while now about the current AI Tech Wave branching out far beyond just Scaling Large Language Models (LLMs) and chatbots…

Read more

3 days ago · 4 likes · 2 comments · Michael Parekh

WATCH/READ OF THE WEEK:

1. Neal: The DoorDash Problem: How AI browsers are a huge threat to Amazon

   1. https://www.theverge.com/podcast/823909/the-doordash-problem-ai-agents-web-amazon-perplexity-lawsuit

   2. AI-RTZ #669:

1. Michael: Andrew Ross Sorkin’s ‘1929’

   1. Amazon: https://a.co/d/6Z4jJQL

   2. NYTimes Review: https://www.nytimes.com/2025/10/14/books/review/1929-andrew-ross-sorkin.html

OBSESSION OF THE WEEK:

1. Neal: Android supporting AirDrop with iPhone

   1. https://www.theverge.com/news/825228/iphone-airdrop-android-quick-share-pixel-10

2. Michael: How Linux with Steam/Valve may do better games than Windows:

   1. The Verge: https://www.theverge.com/tech/823337/switching-linux-gaming-desktop-cachyos

   2. The Verge: https://www.theverge.com/games/818606/valve-steam-machine-tv-gaming-pc-wanted

Burning Questions:

1. Michael to Neal: Any security issues/concerns with AI Browser use?

2. Neal to Michael: How big of a part do you think wake words play in humanizing AI?