Welcome to AI Unraveled (December 04, 2025): Your daily strategic briefing on the business impact of AI.

Strategic Pillars & Topics

📉 Market & Strategy (Geopolitics, Finance, Regulation)

🚨 OpenAI’s 'Code Red': Sam Altman has issued an urgent internal "code red" to accelerate improvements to ChatGPT after Google's Gemini 3 overtook it in benchmarks. The move delays agentic product launches to prioritize consumer features and a new reasoning model (codenamed "Shallotpeat") to counter Google and Anthropic’s Opus 4.5.
📈 Anthropic’s $300B IPO: Anthropic is reportedly preparing for one of the largest IPOs in history for 2026, targeting a valuation above $300 billion. The move, backed by Nvidia investment, positions it to aggressively fund infrastructure to rival OpenAI.
⚡ AI Energy Crisis: A new BloombergNEF forecast revises AI energy demand up by 36%, predicting data center power usage will hit 106 gigawatts by 2035—colliding with a grid that isn't ready. IBM’s CEO warns that at current costs, the "trillion-dollar" data center buildout has "no way" of paying off.

🛠 Products & Development (Capability, Efficiency, Tools)

🚀 Amazon’s re:Invent Blitz: AWS unveiled a full-stack assault on the industry:
- Nova 2 Models: A new family of models (Lite, Pro, Sonic, Omni) targeting cost leadership.
- Kiro Agent: An autonomous coding agent that can work for days without supervision, maintaining context across complex tasks.
- Trainium 3 Chip: A new AI chip designed to undercut Nvidia on cost and efficiency.
- Nova Forge: A service allowing companies to build custom "Novella" models using their own data combined with Amazon’s training set.
🇫🇷 Mistral 3 Launches: French lab Mistral released Mistral 3, a family of 10 open-weight models including "Large 3" and "Ministral" variants. Designed for edge computing, the smallest versions can run on laptops and phones without internet, targeting the "AI anywhere" market.

🧠 Theory & Benchmarks

🏆 New "Thinking" Leaderboard: Startup Neurometric released a leaderboard for "thinking algorithms," where OpenAI’s GPT-OSS 120B took the top spot, narrowly beating DeepSeek R1. The data reveals that smaller, task-specific models are often faster and cheaper than giant frontier models for enterprise workloads.

Keywords

OpenAI Code Red, Amazon Nova 2, Kiro Agent, Anthropic IPO, Mistral 3, Waymo Aggressive Driving, Neurometric Leaderboard, Trainium 3, AI Energy Demand, DeepSeek R1.

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