094: Today in AI: Gemini 3 Skips Nvidia GPUs, NVDA Earnings Soar, Marcus vs LeCun Feud Explodes

Join 40,000 readers and get the full notes and summary: https://newsletter.aiwithkyle.com/subscribe Subscribe and turn on notifications to catch the next live stream: https://www.youtube.com/@iamkylebalmer?sub_confirmation=1 Want to know which AI business to start? Check out Freedom OS: https://aiwithkyle.com/join-freedom-os This video is from the ‘AI with Kyle News and Updates Live Stream’ First aired: 20 November 2025 Summary: Today I covered some fascinating developments in the AI world, starting with the revelation that Gemini 3 was built using Google's own TPU chips rather than Nvidia's GPUs. This is huge because Google basically just told the entire industry they don't need to be dependent on Nvidia anymore, whilst everyone else is begging Jensen Huang for more chip sets. They've built a state-of-the-art model on their own hardware, which gives them control of the entire vertical from chips to applications. That's a proper moat. I also looked at Nvidia's earnings call, which showed they're still doing remarkably well despite Google's TPU flex. Then we touched on OpenAI's new coding model release, which conveniently came right after Gemini 3's launch and highlights an area where Gemini apparently still struggles. Finally, I covered the increasingly personal spat between Gary Marcus and Yann LeCun, which has escalated from academic bickering to outright accusations of plagiarism. The whole debate touches on fundamental questions about how we'll actually achieve AGI—pure scaling versus hybrid approaches—and it's getting quite nasty. Watch full edited live stream: https://youtu.be/gev6krAufag —— More Useful Resources —— My other daily live show - 30-day building a business in public challenge: https://www.youtube.com/live/Z0Z_1Eg3HUk (day one) Ultimate AI Learning Resource List: https://www.aiwithkyle.com/resources/ai-learning-guide Free AI Entrepreneurship Playbooks: https://aiwithkyle.com/catalog Free Quiz: What AI business should you start? https://aiwithkyle.com/tools Free AI Training Business Planner: https://aiwithkyle.com/tools/workshop-builder Free AI Industry Translator Tool: https://aiwithkyle.com/tools/industry-ai-translator Free 10-Week ‘Vibe Coding’ AI Summer Camp: https://aiwithkyle.com/courses/10-week-ai-summer-camp —— Time Stamps —— 0:00 Introduction: OpenAI GPT 5.1, Gemini 3 TPUs & AI News Overview 1:15 Gemini 3 Launch Analysis: Can Google Challenge ChatGPT Dominance? 2:41 NVIDIA Hits $5 Trillion: The AI Hardware Giant's Market Power 3:23 TPUs vs GPUs: Google's Secret Weapon Against NVIDIA Dominance 12:54 "Vibe Coding" Named Collins Word of the Year 2025 13:52 The AI Photo Everyone's Talking About (And Elon's Wild Shoes) 14:41 NVIDIA Earnings Report: AI Bubble or Sustainable Growth? 23:24 OpenAI Releases GPT 5.1 Codex Max: 24-Hour Autonomous Coding Agent 26:25 Best AI Coding Tools: Lovable vs Cursor vs Claude Code Comparison 33:04 "Perplexity still relevant? 34:29 Business evolution plans based on recent developments? 38:13 Gary Marcus vs Yann LeCun: Explosive AI Academic Debate Over AGI Path 45:03 Show Wrap-Up: Key Takeaways & Newsletter ReminderRetry —— Contact —— Best is in YouTube comments. For business enquiries only: https://www.passionfroot.me/iamkylebalmer

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