The Bleeding Edge Podcast Weekly AI Brief 28 November 2025
8 snips
Nov 28, 2025 Ralph Behnke dives into the exciting potential of AI in marketing, covering strategies that blend research and customer feedback. The hosts highlight major AI headlines, including the transformative AWS Cairo IDE and NVIDIA's impressive market valuation. Ralph discusses innovative partnerships with Warner Music and education initiatives with Replit. They explore the impressive capabilities of long-context models and Anthropic's coding efficiencies, making a case for the evolving AI landscape and its implications for businesses.
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OpenAI's Massive Compute Bet Risks A Funding Gap
- HSBC flagged OpenAI's $1.4T compute/data center commitments may exceed future cash flows, revealing big financing risk.
- Ralph Behnke frames this as a potential AI bubble that could create a large funding gap by 2030.
Gemini 3 Reframes Google As A Front-Runner
- Gemini 3's launch has re-rated Google and pushed Alphabet toward a $4T market cap.
- Ralph Behnke argues Google is now seen as a front-runner again in the AI race.
NVIDIA's Surge Raises Energy And Concentration Risks
- NVIDIA hit a $5T valuation led by massive Blackwell chip orders from South Korea.
- Emil Ogier warns the growth intensifies data center energy demand and raises systemic power constraints.
