A Huge Week for AI Models Gets Even Bigger
The AI Daily Brief: Artificial Intelligence News and Analysis
Nathaniel Whittemore
4.7 • 763 Ratings
🗓️ 21 November 2025
⏱️ 25 minutes
🧾️ Download transcript
Summary
OpenAI followed Gemini 3 with a major one-two punch, dropping both GPT-5.1 Pro and the new Codex Max coding model, while NVIDIA’s blockbuster earnings smashed lingering AI bubble talk and reinforced the sense that capability curves are still accelerating across the stack. Today’s episode breaks down what the new models actually do, why compaction matters, how early testers are reacting, how NVIDIA reframed the entire AI market in a single earnings call, and why this entire week may mark an inflection point in the narrative around AI progress.
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Transcript
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| 0:00.0 | Today on the AI Daily Brief, OpenAI drops two more advanced models, making this the best week for model releases in a very long time. |
| 0:08.5 | And before that, on the headlines, Nvidia's blowout earnings absolutely smash the AI bubble. |
| 0:13.7 | The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. |
| 0:23.9 | All right, friends, quick announcements before we dive in. |
| 0:26.2 | First of all, thank you to today's sponsors. |
| 0:28.6 | Rovo, robots and pencils, blitzie, and super intelligent. |
| 0:31.6 | To get an ad-free version of the show, go to patreon.com slash AI Daily Brief, or you can |
| 0:35.4 | subscribe on Apple Podcasts. |
| 0:37.0 | Again, it's just $2.99 a month for ad-free. And if you were interested in sponsoring the show, shoot us a note at sponsors at AIDdailybrief.A.I. Finally, if you are interested in our AI-R-OI benchmarking study, we are collecting data for just a few more days. Anyone who shares three use cases will get the extended report. You can find that at ROISurvey.aI. |
| 0:55.1 | Welcome back to the AI Daily Brief Headlines edition, all the daily AI news you need in around |
| 0:59.7 | five minutes. Boy, it is so clear to me that the combination of Gemini 3 and these new |
| 1:05.4 | OpenAI 51 Pro and Max models, plus what we're about to hear from Nvidia, is significantly |
| 1:10.6 | putting a damper on the bubble |
| 1:12.3 | in AI bubble talk. In Nvidia had its earnings call yesterday, and CEO Jensen Huang went right into it. |
| 1:19.3 | Opening the call, he said there's been a lot of talk about an AI bubble. From our vantage point, |
| 1:23.3 | we see something very different. That very different looked like revenue up 62% compared to last year |
| 1:29.2 | and reaching 57 billion for the quarter. Profit was a buck 30 per share and both of these key |
| 1:34.5 | metrics beat Wall Street expectations. CFO Collette Crest doubled down on Huang's suggestion that |
| 1:39.9 | NVIDIA could see $500 billion in sales next year. In the first 60 seconds of the call, she said, |
| 1:46.2 | we currently have visibility to half a trillion in Blackwell and Rubin revenue from the start |
| 1:50.6 | of this year through the end of calendar year 2026. She added later, there's definitely an opportunity |
| 1:56.1 | for us to have more on top of the 500 billion that we announced. The number will grow. |
... |
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