Market Moves: Infrastructure Deals and Partnerships

October was one of the biggest months yet in AI — from OpenAI’s nonstop product blitz to Google’s booming Gemini numbers, new robotics milestones, and the growing debate around an “AI bubble.” In this episode, NLW recaps the key developments from October and shares the five stories to watch in November — including whether Gemini 3 is finally coming, how the bubble narrative evolves, and the next phase of the “product era” of AI.

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