Join 40,000 readers and get the full notes and summary: https://newsletter.aiwithkyle.com/subscribe
Subscribe and turn on notifications to catch the next live stream: https://www.youtube.com/@iamkylebalmer?sub_confirmation=1
Want to know which AI business to start? Check out Freedom OS: https://aiwithkyle.com/join-freedom-os
This video is from the ‘AI with Kyle News and Updates Live Stream’ First aired: 20 November 2025
Summary: Today I covered some fascinating developments in the AI world, starting with the revelation that Gemini 3 was built using Google's own TPU chips rather than Nvidia's GPUs. This is huge because Google basically just told the entire industry they don't need to be dependent on Nvidia anymore, whilst everyone else is begging Jensen Huang for more chip sets. They've built a state-of-the-art model on their own hardware, which gives them control of the entire vertical from chips to applications. That's a proper moat.
I also looked at Nvidia's earnings call, which showed they're still doing remarkably well despite Google's TPU flex. Then we touched on OpenAI's new coding model release, which conveniently came right after Gemini 3's launch and highlights an area where Gemini apparently still struggles.
Finally, I covered the increasingly personal spat between Gary Marcus and Yann LeCun, which has escalated from academic bickering to outright accusations of plagiarism. The whole debate touches on fundamental questions about how we'll actually achieve AGI—pure scaling versus hybrid approaches—and it's getting quite nasty.
Watch full edited live stream: https://youtu.be/gev6krAufag
—— More Useful Resources ——
My other daily live show - 30-day building a business in public challenge: https://www.youtube.com/live/Z0Z_1Eg3HUk (day one)
Ultimate AI Learning Resource List: https://www.aiwithkyle.com/resources/ai-learning-guide
Free AI Entrepreneurship Playbooks: https://aiwithkyle.com/catalog
Free Quiz: What AI business should you start? https://aiwithkyle.com/tools
Free AI Training Business Planner: https://aiwithkyle.com/tools/workshop-builder
Free AI Industry Translator Tool: https://aiwithkyle.com/tools/industry-ai-translator
Free 10-Week ‘Vibe Coding’ AI Summer Camp: https://aiwithkyle.com/courses/10-week-ai-summer-camp
—— Time Stamps ——
0:00 Introduction: OpenAI GPT 5.1, Gemini 3 TPUs & AI News Overview
1:15 Gemini 3 Launch Analysis: Can Google Challenge ChatGPT Dominance?
2:41 NVIDIA Hits $5 Trillion: The AI Hardware Giant's Market Power
3:23 TPUs vs GPUs: Google's Secret Weapon Against NVIDIA Dominance 12:54 "Vibe Coding" Named Collins Word of the Year 2025 13:52 The AI Photo Everyone's Talking About (And Elon's Wild Shoes)
14:41 NVIDIA Earnings Report: AI Bubble or Sustainable Growth?
23:24 OpenAI Releases GPT 5.1 Codex Max: 24-Hour Autonomous Coding Agent
26:25 Best AI Coding Tools: Lovable vs Cursor vs Claude Code Comparison 33:04 "Perplexity still relevant? 34:29 Business evolution plans based on recent developments?
38:13 Gary Marcus vs Yann LeCun: Explosive AI Academic Debate Over AGI Path
45:03 Show Wrap-Up: Key Takeaways & Newsletter ReminderRetry
—— Contact ——
Best is in YouTube comments.
For business enquiries only: https://www.passionfroot.me/iamkylebalmer
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
The Brothers Ortiz
The Brothers Ortiz is the story of two brothers–both successful, but in very different ways. Gabe Ortiz becomes a third-highest ranking officer in all of Texas while his younger brother Larry climbs the ranks in Puro Tango Blast, a notorious Texas Prison gang. Gabe doesn’t know all the details of his brother’s nefarious dealings, and he’s made a point not to ask, to protect their relationship. But when Larry is murdered during a home invasion in a rented beach house, Gabe has no choice but to look into what happened that night. To solve Larry’s murder, Gabe, and the whole Ortiz family, must ask each other tough questions.