Nov 20, 2025
Podfolio Daily AI Brief
Today's key moves
- 1
Google's Gemini 3 claims SOTA on all benchmarks
Hard Fork and The AI Daily Brief both covered the surprise launch. Multimodal capabilities now industry-leading.
- 2
Snowflake launches AI agent for enterprise data
No Priors exclusive: first production-ready agent that writes SQL and generates insights autonomously.
- 3
NVIDIA building million-GPU training clusters
Training Data podcast: CTO reveals plans for unprecedented scale. Timeline: 18–24 months.
- 4
OpenAI's reasoning breakthrough explained
Lex Fridman with Sam Altman: deep dive into how o1 models achieve reasoning capabilities — game-changing architecture.
Episodes we watched
Auto-detected across the ecosystem.
Lex Fridman Podcast
Sam Altman on AGI timeline and reasoning models
Latent Space
AI Engineering insights and trends
The Tim Ferriss Show
AI innovation and business strategy
Huberman Lab
Science of AI and neuroscience
Founder Built
Startup insights with Lex Fridman and tech leaders
Let Freedom
Political news with Lex Fridman and Joe Rogan
Leaders spotted
Sam Altman
Lex Fridman
Andrej Karpathy
Hard Fork
Sundar Pichai
Hard Fork
Andrew Ng
AI Podcast
💡Action prompts
For investors: Monitor Snowflake's agent launch closely — frontier enterprise AI adoption is accelerating.
For operators: Consider how reasoning models like o1 could automate complex decision-making in your workflows.
For researchers: Dive into Sam Altman's AGI timeline comments — he's more bullish than most public forecasts.