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The Daily AI Show

Black Friday AI, Data Breaches, Power Fights, and Autonomous Agents

28 Nov 2025

Description

Brian, Beth, and Andy hosted this Black Friday episode and opened with jokes about the show being “free today” even though it is always free. They recapped Thanksgiving, chatted with regulars in the live chat, and then moved into a slower news cycle driven by the holiday. From there, they covered SAP’s new EU AI cloud, data center power issues around XAI and federal subsidies, HSBC’s criticism of OpenAI’s financial outlook, satellite risks, and a large segment on what December model releases may or may not look like. The second half focused on Amazon’s new autonomous agent company, OpenAI’s holiday data breach disclosure, Starlink growth, real estate automation, and why creators feel overwhelmed trying to keep up with current AI development.Key Points DiscussedSAP launches an EU AI cloud giving companies full data control within EU bordersXAI faces legal pressure for running natural gas turbines without permitsUSDA approves a zero interest loan to support XAI’s adjoining solar projectHSBC projects a $207B OpenAI shortfall by 2030, calling it a money pitDebate around who pays the growing national energy bill for AI computeDiscussion of orbital solar farms, space debris, and Starlink’s rapid expansionOpenAI discloses a holiday week data breach through third party MixpanelDecember model expectations spark speculation about upgrades and small featuresGeneral Agents acquired by Bezos’ Prometheus project, building desktop autopilot agentsChatGPT Shopping Mode shows strong reasoning for both consumer and B2B purchasesReal estate automation accelerates with AI generated home tours and camera analysisDiscussion on PRDs, build paralysis, and struggling to keep pace with agent evolutionTimestamps and Topics00:00:00 🦃 Black Friday intro, Thanksgiving recap, live chat regulars00:02:41 🇪🇺 SAP launches an EU AI cloud for data sovereignty00:05:00 ⚡ XAI faces legal action over unpermitted natural gas power generation00:08:10 🌞 USDA funds a massive solar project supporting XAI data centers00:12:07 📉 HSBC challenges OpenAI’s claim of being cash flow positive by 202900:14:30 🔌 AI compute energy bills and who pays for the future grid00:16:21 🛰️ Orbital solar farms, space junk risks, and Starlink traffic00:24:56 🔐 OpenAI confirms data exposure from Mixpanel breach00:27:43 🎄 December model speculation and holiday product expectations00:30:02 🎨 Nano Banana Pro limitations and image editing frustrations00:32:30 ❤️ Gratitude segment for Carl and the community00:35:02 🤖 News fatigue and the pace of agent and model releases00:36:58 🐇 Legacy AI gadgets, the Rabbit R1 nostalgia moment00:40:27 📦 Amazon’s Prometheus acquires General Agents for autonomous desktop control00:51:29 🛍️ ChatGPT Shopping Mode reasoning for houses, SaaS, and B2B tools00:54:09 🏠 Real estate automation with Gemini driven video analysis00:56:22 📈 MLS APIs and future disruption of real estate workflows00:58:27 🐊 Brian explains winter gator behavior in Tampa00:59:41 🏁 Closing and weekend send offThe Daily AI Show Co Hosts: Brian Maucere, Beth Lyons, Andy Halliday, and Karl Yeh

Audio
Transcription

Full Episode

0.706 - 19.585 Karl Yeh

Hey, what's going on, everybody? Welcome to The Daily AI Show. Today is November 28th, 2025. It is the Black Friday edition of The Daily AI Show. And what does that mean? I don't know. We'll figure it out as we get going into the show today. See where it goes. On the show today is Beth, Andy, and Brian. Happy to be here.

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19.605 - 39.893 Karl Yeh

I hope everybody who was celebrating or in the States celebrating Thanksgiving had a lovely, safe day with friends or family. I know I did, and I'm back at it. But also, it's a day off, so no complaints on my side of the fence. How are you guys? How is, you know, Andy? I know. Go, because apparently...

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42.64 - 55.89 Brian Maucere

Okay, let me kick it off. Please. Black Friday, everyone. This is a special show. You're going to get this show absolutely free. Because it's Black Friday. Okay.

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56.752 - 60.417 Beth Lyons

Unlike the absolutely free shows you get on all the other days.

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60.998 - 77.864 Karl Yeh

Oh, yeah, that's right. I think it's a good call. This is a free resource and will continue to be free as long as we're doing it. So, yeah, I think that is a good call out there. Who do we have in the chat here? Hey, Cisco, what's going on? Honey Curls. I don't know if we've had Honey Curls in our... Gwen.

78.085 - 79.186 Beth Lyons

Honey Curls is Gwen.

79.707 - 81.109 Karl Yeh

Oh, it's Gwen?

82.031 - 82.131

Yeah.

82.465 - 84.529 Karl Yeh

Yeah, somebody new named Honey Curls.

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