8. Michael Burry bets $1B against top AI stocks The “Big Short” investor is shorting NVIDIA and Palantir with $1.1B in puts, warning on X that “sometimes, the only winning move is not to play.”
BIG TECH
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OpenAI CFO Proposes U.S. Government-Backed AI Infrastructure Loans
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7. OpenAI CFO hints at U.S.-backed AI infrastructure loans Sarah Friar suggested government loan guarantees could help fund the trillion-dollar data center buildout, though Altman later clarified OpenAI isn’t seeking them directly.
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Apple Finalizes $1B Annual Google Deal for Gemini-Powered Siri
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4. Apple finalizes $1B/year deal with Google for the new Siri Apple will use a custom Gemini model (1.2T parameters) for Siri’s reboot, focusing on summarization, reasoning, and privacy-preserving cloud compute.
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Perplexity becomes Snapchat’s default AI search engine
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3. Perplexity strikes $400M deal with Snapchat Snapchat named Perplexity its default AI search engine starting 2026. The partnership combines cash and equity, and Snap’s shares surged 24% on the news.
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Google Plans AI Data Centers in Space by 2027
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2. Google plans AI data centers in space Project Suncatcher will launch solar-powered TPU satellites by 2027, aiming for 8× better energy efficiency than Earth-based data centers.
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OpenAI Co-founder’s 52-Page Memo Against Sam Altman
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1. OpenAI co-founder wrote a 52-page memo to get Sam Altman fired In a court deposition, Ilya Sutskever revealed details of Altman’s 2023 ousting attempt, including a 52-page memo outlining. Ex-CTO Mira Murati allegedly supplied most of the evidence.
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AI Drama: Altman Ouster Memo, Snapchat Deal, China Ban
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It’s been another wild week in AI – OpenAI co-founder’s 52-page memo to oust Sam Altman
– Perplexity signs $400M deal with Snapchat
– China bans U.S. chips
– Tesla approve Elon Musk’s $1T package
– Michael Burry bets $1B against AI Here’s everything you need to know -
Meta’s Bug Issues Impact Performance Beyond Andromeda
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Meta is a bug filled mess that has impacted us immensely. Andromeda is not the reason though for everyone’s performance declines as so may keep pushing.
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Comet Could Potentially Deprecate Android Operating System
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Comet has the potential to deprecate Android. https://t.co/b2EBYbi6zM
— Aravind Srinivas (@AravSrinivas) 8 novembre 2025Comet has the potential to deprecate Android.
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ERNIE-5.0-Preview-1022 Scores 1432 on LMArena
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ERNIE-5.0-Preview-1022 from Baidu got a preliminary high ranking on LMArena and scored 1432 points. Feels like the gap is getting very small