Jyunmi Hatcher

I feel like now I should be like Carl enter stage, right?

He is holding a computer.

Aloha.

aloha everyone it's wednesday november 19th 2025 and this is episode 598 i'm jun i'm junmi and i'm joined by andy and brian today and hopefully we'll get carl a little later uh we're gonna cover today's ai headlines uh if we've got the time we'll take a deeper look at how ai is helping scientists

read a billion-year-old rock for signs of life, and maybe share a quick highlight of a craft AI.

But I imagine most of our time we'll be talking about the biggest news on the AIosphere right now, which is Gemini 3.

this is the daily ai show so before we you know dive deep into gemini 3 i wanted to do a quick round robin of other news stories uh that you might have andy do you want to lead us off here yes please so today is wednesday and after the markets close today nvidia is going to be announcing their third quarter uh earnings and

Right, right.

Yeah, anything that the chip making side of things, the infrastructure thing always excites me.

Brian, do you have a bit of news other than Gemini 3?

Oh, I can't hear you.

Sorry, you're muted.

other uh you know big players start to think about this as well so that's my uh that was my big news my big takeaway is there's a lot going on with microsoft gotcha gotcha um i only have a other than gemini i only have quick a quick uh bit of news coming out of uh alibaba

So Alibaba is making a fresh push into the consumer AI with a new Quan Chatbot app built on its most advanced large language model and launched as a free mobile and web assistant in China.

Reuters reports that the app is built as a personal AI assistant, able to generate research reports and polish slide decks from a single command, and that an international version is planned.

Now, until now, Alibaba's AI investments lean toward enterprise customers through its cloud division.

This launch makes a strategic shift to compete head-on with consumer chatbots such as ByteDance's Daobao and DeepSync's Assistant and Tencent's offering in a home market where usage numbers are already massive.

So Quen also effectively rebrands Alibaba's earlier Tangi app, which never broke out.

Tracking data cited its coverage shows that Tangi is about 7 million monthly active users versus the 150 million for Daobao and other 70 million for DeepSeek.

So the move comes amid what Chinese media describes as a brutal AI price war, triggered in part by DeepSeek's low-cost compute strategy.