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November 3, 2025 8 mins

This week in AI: OpenAI has officially grown up with a new governance structure and fresh regulatory sign-offs, Microsoft tightens its grip with a mega-stake, and the capital taps are opening wider than ever.

We dig into what this new structure means for trust, safety, and OpenAI’s future power plays, plus the SoftBank funding wave and why enterprise buyers suddenly look a lot more comfortable betting big on AI.

Meanwhile AWS isn’t waiting around. It’s pushing its own silicon agenda at massive scale, setting up a compute showdown with Nvidia that could reshape AI economics. And in London, the LSEG deal shows how premium financial data is sliding straight into AI assistants with enterprise-grade controls.

We also hit the shifting AI security landscape, fresh EU moves to police deepfakes and election interference, and Google rolling Gemini into the smart home world.

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
Hi everyone.
I'm Mandy, and this is the AI Breakdown.
Welcome to your weekly news edition where I'll cover what happened in AI last week, why it matters all in less than 10 minutes. 4 00:00:14,682.232454545 --> 00:00:17,202.232454545 Let's start with a big structural move in the industry. 5 00:00:17,727.232454545 --> 00:00:24,507.232454545 OpenAI has finally completed its conversion into a public benefit corporation overseen by a nonprofit foundation. 6 00:00:25,107.232454545 --> 00:00:31,227.232454545 Attorneys General in Delaware and California said they wouldn't oppose the plan clearing a major legal hurdle. 7 00:00:31,707.232454545 --> 00:00:37,437.232454545 OpenAI also locked in a new deal with Microsoft, which now holds roughly a 27% stake. 8 00:00:37,797.232454545 --> 00:00:45,237.232454545 Crucially, any future claim that OpenAI has reached a GI will need to be validated by an independent expert panel. 9 00:00:46,107.232454545 --> 00:00:54,567.232454545 A GI or Artificial General Intelligence refers to systems that can outperform humans across most economically valuable tasks. 10 00:00:55,167.232454545 --> 00:01:03,927.232454545 That's the Mission OpenAI set out with back in 2015 when it launched as a nonprofit focused on developing a GI Safely for the benefit of humanity. 11 00:01:04,677.232454545 --> 00:01:11,787.232454545 The agreement values OpenAI at around $500 billion, putting Microsoft Slice at north of $100 billion. 12 00:01:12,267.232454545 --> 00:01:15,297.232454545 Pretty wild for a company that started life as a research lab. 13 00:01:16,77.232454545 --> 00:01:21,657.232454545 Elon Musk, an original OpenAI co-founder, pushed back on the shift in direction with a lawsuit. 14 00:01:21,987.232454545 --> 00:01:28,857.232454545 He dropped it, refiled it then threw in a curve ball with an almost $100 billion bid to take over the company. 15 00:01:29,367.232454545 --> 00:01:39,387.232454545 This restructuring tidies up a messy year of governance, gives enterprise buyers more confidence, and sets up a proper runway for massive capital raises tied to cloud and ships. 16 00:01:40,910.41427273 --> 00:01:47,480.41427273 Speaking of capital, as I covered in last week's Roundup, SoftBank's board approved the remaining $22.5 17 00:01:47,480.41427273 --> 00:01:50,0.41427273 billion of its open AI investment. 18 00:01:50,510.41427273 --> 00:02:03,65.41427273 It's contingent on that restructuring being across the line, which conveniently it now is if the entire package completes, we're talking about a $41 billion financing plan that doesn't just pad their balance sheet. 19 00:02:03,325.41427273 --> 00:02:05,105.41427273 It can translate into more GPUs. 20 00:02:05,750.41427273 --> 00:02:08,840.41427273 More data center buildouts and faster product cycles. 21 00:02:09,170.41427273 --> 00:02:15,804.05063636 We're in a phase where the best capitalized labs will separate from the pack onto the cloud side. 22 00:02:16,134.05063636 --> 00:02:25,884.05063636 Amazon rolled out Project Rainium, a huge AI compute cluster to spanning multiple US data centers and launching with close to half a million cranium two chip. 23 00:02:26,619.05063636 --> 00:02:33,489.05063636 And Thropic will ramp to more than a million Tridium two chips on AWS by the end of the year to train and run Claude. 24 00:02:33,909.05063636 --> 00:02:37,479.05063636 In other words, AWS isn't sitting around waiting for Nvidia. 25 00:02:37,869.05063636 --> 00:02:42,189.05063636 It's betting big on its own silicon to drive down the cost of training and inference. 26 00:02:42,549.05063636 --> 00:02:49,119.05063636 If Tridium two delivers competitive performance at scale, get ready for some serious pricing pressure across the AI stack. 27 00:02:49,479.05063636 --> 00:02:54,669.05063636 With AI compute demand exploding the race to build supercomputer grade infrastructure is heating up. 28 00:02:55,554.05063636 --> 00:02:58,764.05063636 Meta alphabet and OpenAI are all piling in. 29 00:02:59,544.05063636 --> 00:03:05,304.05063636 OpenAI alone has committed to 10 gigawatts of new capacity backed by major chip makers and cloud giants. 30 00:03:05,754.05063636 --> 00:03:13,629.50518182 Amazon's logistics, muscle and strong local government relationships are giving it a head start ​and London. 31 00:03:13,659.50518182 --> 00:03:20,319.50518182 That LSEG Andro tie up is a clear signal of how premium data will plug into AI assistance. 32 00:03:21,174.50518182 --> 00:03:32,514.50518182 The London Stock Exchange Group is giving Claude users access to workspace and financial analytics data under strict enterprise controls, and the market liked it with shares ticking up on the news. 33 00:03:33,264.50518182 --> 00:03:41,154.50518182 The deal also comes earlier fears that generative AI might sidestep LSEG to by scraping or sourcing data elsewhere. 34 00:03:41,544.50518182 --> 00:03:47,784.50518182 Instead, it shows that leading model developers are willing to pay for clean, high quality licensed data sets. 35 00:03:48,354.50518182 --> 00:03:59,364.50518182 This is real world adoption where you can imagine analysts using Claude To summarize earnings calls, surface diligence signals, and query financials through compliant channels. 36 00:04:00,54.50518182 --> 00:04:02,754.50518182 The takeaway for major data vendors is strategic. 37 00:04:03,144.50518182 --> 00:04:12,144.50518182 The distribution channel for information is shifting toward AI interfaces and providers that integrate early will maintain pricing power and customer visibility. 38 00:04:13,609.05063636 --> 00:04:31,969.05063636 On the hardware geopolitics front Nvidia is set to deliver more than 260,000 Blackwell chips to the South Korean government and major firms like Samsung, SK Hyundai, and Neva Hyundai is even building a dedicated supercomputer for in-vehicle ai, robotics, and smart factory systems. 39 00:04:32,419.05063636 --> 00:04:36,499.05063636 Jensen Hu cast the move as Korea producing intelligence as a new export. 40 00:04:36,889.05063636 --> 00:04:38,719.05063636 This is industrial strategy and motion. 41 00:04:39,109.05063636 --> 00:04:43,669.05063636 And a reminder that countries beyond the US and China are scrambling to lock in. 42 00:04:43,939.05063636 --> 00:04:49,488.14154545 National AI capacity security got some spotlight last week too. 43 00:04:49,818.14154545 --> 00:04:53,178.14154545 Palo Alto Networks unveiled Prisma airs 2.0 44 00:04:53,418.14154545 --> 00:04:57,438.14154545 for securing AI applications and Cortex Cloud 2.0 45 00:04:57,438.14154545 --> 00:04:58,848.14154545 with Agen automation. 46 00:04:59,478.14154545 --> 00:05:00,493.14154545 The timing makes sense. 47 00:05:01,133.14154545 --> 00:05:05,598.14154545 Everyone's racing the ship AI into production, yet the security posture is miles behind. 48 00:05:06,438.14154545 --> 00:05:14,88.14154545 Palo Alto flagged the gap that 78% of organizations are rolling out ai, but only 6% have proper safeguards in place. 49 00:05:14,628.14154545 --> 00:05:19,98.14154545 Prisma Airs aims to plug keyholes across the AI app lifecycle with three pillars. 50 00:05:19,548.14154545 --> 00:05:27,978.14154545 AI agent security monitors and controls agent behavior, defends against prompt injection and maps, who's using what? Ai. 51 00:05:27,978.14154545 --> 00:05:31,668.14154545 Red teaming stress test systems with hundreds of tailored attacks. 52 00:05:32,433.14154545 --> 00:05:37,683.14154545 And AI model security checks, architecture for back doors poisoning and other threats. 53 00:05:38,103.14154545 --> 00:05:40,323.14154545 This is exactly the kind of tooling we need. 54 00:05:40,713.14154545 --> 00:05:47,193.14154545 AI agents are already starting to crank out code faster than humans can review it, and that gap is only getting wider. 55 00:05:47,883.14154545 --> 00:05:58,683.14154545 ADD vibe, coding founders, shipping apps at warp speed with zero threat modeling, and you've got a stack of ticking security time bombs as LLM agents move deeper into enterprise workflows. 56 00:05:59,73.14154545 --> 00:06:01,743.14154545 The attack surface shifts from core to behavior. 57 00:06:02,133.14154545 --> 00:06:03,813.14154545 The security model has to follow. 58 00:06:04,203.14154545 --> 00:06:12,963.14154545 We're heading into an era where you don't just secure APIs and endpoints, you secure agents, data pipelines, and model interactions. 59 00:06:13,383.14154545 --> 00:06:15,993.14154545 Automated dependable risk controls aren't optional. 60 00:06:16,998.14154545 --> 00:06:24,456.32336364 The only way we keep pace on the policy front, the EU has rolled out its European Democracy Shield proposal. 61 00:06:24,876.32336364 --> 00:06:31,446.32336364 The idea is to bring the big platforms into the fight against hybrid threats and deep fakes, especially around elections. 62 00:06:31,776.32336364 --> 00:06:35,196.32336364 It plugs into the DSA crisis protocols and would require. 63 00:06:35,781.32336364 --> 00:06:42,801.32336364 Google Meta, Microsoft, TikTok, and X to assess and mitigate risks from AI generated content. 64 00:06:43,251.32336364 --> 00:06:52,221.32336364 Yes, it'll be a compliance headache, but honestly, without clearer consistent rules for how platforms handle this stuff, future election cycles will be a mess. 65 00:06:53,787.687 --> 00:07:06,267.687 Google's smart home users in the US are getting the first taste of Gemini, for whom it started rolling out in early access this week, and it's set to replace Google Assistant on Nest devices Big shift. 66 00:07:06,672.687 --> 00:07:15,642.687 This version runs on the Gemini large language model, so you'll get more natural conversations and support for more complex tasks than the current assistant can handle. 67 00:07:16,32.687 --> 00:07:18,762.687 If you fancy trying it early, you can request access. 68 00:07:19,152.687 --> 00:07:28,782.687 Head to your Google group settings, enable the option to let Google add you to groups, then pop into the Google Home app, open home settings and look for the early access option. 69 00:07:29,172.687 --> 00:07:34,872.687 If you get approved Gemini for home, replaces Google Assistant across all your compatible devices. 70 00:07:35,562.687 --> 00:07:38,382.687 Worth noting you can't switch back once you're in. 71 00:07:39,42.687 --> 00:07:45,852.687 And a couple of the fancy features, like Gemini Live and camera history search, sit behind a Google Home Premium subscription. 72 00:07:47,683.59609091 --> 00:07:49,363.59609091 Let's finish with a real world win. 73 00:07:49,813.59609091 --> 00:07:52,783.59609091 Diligent Robotics has rolled out Moxie 2.0 74 00:07:52,783.59609091 --> 00:07:55,753.59609091 in hospitals with 10 times more onboard compute. 75 00:07:56,368.59609091 --> 00:08:01,798.59609091 And smoother more natural behavior in hectic spaces like corridors and lift lobbies. 76 00:08:02,248.59609091 --> 00:08:05,428.59609091 The company says Moxie has already completed more than 1.25 77 00:08:05,428.59609091 --> 00:08:11,668.59609091 million deliveries across 25 hospitals, and they're now scaling the number of robots per site. 78 00:08:12,388.59609091 --> 00:08:13,678.59609091 This is the quiet revolution. 79 00:08:13,678.59609091 --> 00:08:20,398.59609091 I love embodied ai, taken repetitive nonclinical tasks off staff so they can focus on patients. 80 00:08:21,749.50518182 --> 00:08:28,229.50518182 If that's all for this week's AI roundup, if you found value in this breakdown, please leave a rating and hit subscribe. 81 00:08:28,349.50518182 --> 00:08:29,309.50518182 See you next week.
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