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🌟 Editor's Note: Recapping the AI landscape from 11/04/25 - 11/10/25.
🎇✅ Welcoming Thoughts
Welcome to the 18th edition of NoahonAI.
What’s included: company moves, a weekly winner, AI industry impacts, practical use cases, and more.
Thinking I’m gonna do some sort of recap issue for NoahonAI #20 which falls the week of Thanksgiving.
Claude has some strict usage limits for Pro.
I went over my limit and found myself essentially paying extra money to argue with it at one point… probably not smart.
McKinsey released an interesting report on the state of AI. Cool to see how businesses are implementing different AI tools at scale.
Super slow AI week on the news front.
Mentioned it below but who’s gonna make a working Theranos with AI? Non-zero chance its Elizabeth Holmes again from prison. I bet she could get the funding.
Michael Burry made a huge bet against the AI boom. Will he be right twice?
Let’s get started—plenty to cover this week.
👑 This Week’s Winner: Google // Gemini
Pretty quiet week in AI and Google wins it with an above average showing. New RAG (Retrieval Augmented Generation) tools, health partnerships, and deals being finalized. Here’s what Google accomplished:
New RAG API: Google added a File Search Tool to the Gemini API, letting developers upload files, auto-generate embeddings, and retrieve relevant content with citations, making RAG apps easier to build. Excellent. I will 100% be using this.
Vitality Health Partnership: Google and Vitality launched “Vitality AI,” using Vertex AI and Gemini to deliver personalized, preventive health insights based on lifestyle and medical data. Bit of a trend here? Cool stuff.
News on Apple-Google AI Deal: Apple will pay Google about $1B a year to use a custom Gemini model for Siri, accelerating Apple’s AI overhaul while keeping all data on its private cloud. I can’t wait until I don’t have to use the old Siri anymore.
Strong showing for Google. Every time they win I think about how behind they were just a few years ago despite their clear data advantage. Very impressed with their AI growth over time.

From Top to Bottom: Open AI, Google Gemini, xAI, Meta AI, Anthropic, NVIDIA.
⬇️ The Rest of the Field
Who’s moving, who’s stalling, and who’s climbing: Ordered by production this week.
🟠 Anthropic // Claude
European Expansion: Anthropic opened new offices in Paris and Munich to strengthen its European presence, citing rapid growth in EMEA and strong Claude usage in France and Germany. Follows Tokyo office. Good sign.
Iceland AI Education Pilot: Anthropic partnered with Iceland’s Ministry of Education to launch a national pilot giving teachers access to Claude for lesson planning and adaptive learning support. Nice. Excited to see results.
Anthropic to Break Even in 2028: Internal projections show Anthropic expects profitability by 2028 through enterprise-focused growth and cost discipline, contrasting OpenAI’s higher-risk, loss-heavy strategy. Impressive considering the public perception on AI profitability. Interesting WSJ article comparing Claude to OpenAI growth is linked.
⚪️ NVIDIA
$1.2B Industrial AI Cloud in Europe: NVIDIA and Deutsche Telekom announced a joint investment to launch an Industrial AI Cloud in Munich with a 2026 go-live target. Making major moves outside of the US.
Engineering Prize Winers: NVIDIA CEO Jensen Huang and Chief Scientist Bill Dally won the 2025 Queen Elizabeth Prize for Engineering for their breakthroughs in GPU architecture that made modern AI possible.
Earnings Upcoming: Citi raised NVIDIA’s price target to $720 on strong demand for processors and data-center chips ahead of earnings. Makes me think the market response to Meta’s earnings was more about the company vision than AI skepticism.
🟢 OpenAI // ChatGPT
Consumer Health Play? OpenAI is reportedly developing AI-powered health tools such as a personal health assistant and data aggregator, signaling a potential move into the regulated market. This could be cool. I want someone to build a new version of Theranos that actually works.
1M Paying Business Customers: ChatGPT has surpassed one million paying enterprise users, which OpenAI calls “the fastest-growing business platform in history.” Anthropic will still win here IMO.
New Mental-Health Lawsuits: OpenAI faces at least seven lawsuits alleging ChatGPT caused psychological harm or dependency, reigniting debates over AI safety and user protection. Obviously unfortunate situations. I still believe AI has significant upside for personalized mental health support in the long run.
🔵 Meta // Meta AI
$600B U.S. Infrastructure Plan: Meta will invest $600B in U.S. data centers, power, and AI infrastructure by 2028, marking a major shift toward large-scale AI expansion. Meta is all in... doesn’t seem like the market loves this. I like it.
Speech Recognition Models: Meta released open-source speech recognition models for 1,600+ languages, expanding its AI reach into global voice technology. I like this a lot - especially it being open source.
Ad Fraud Concerns: Reports say Meta earned about $16B from scam or high-risk ads in 2024, raising questions about ad safety and platform oversight. AI infrastructure can limit this to some degree. Question is do they want to?
🔴 xAI // Grok
Quiet Grok Upgrade: Boosted Grok-4-Fast’s accuracy from ~77% to 94% and pushed it to a 2M token context window (1.5M words). Also upgraded text-to-image and image-to-video generation.
Tesla Shareholders Approve Elon’s Pay Plan: Increases his compensation and links it to deliverables in Tesla’s apparent shift from carmaker to AI and robotics. Not sure I understand the financials here but good news for Elon’s focus to stay with Tesla / Robotics.
Proposal to Invest in xAI Failed: Proposal failed by a few hundred million votes due to abstentions counting as “no” votes. Shows investor caution about tying Tesla’s finances too closely to Elon’s separate AI ventures. I would oppose this until xAI cements its focus in science and drops the AI slop.
📢 Impact Industries 🤖
Advertising // Coca Cola AI
Coca-Cola’s once again went with an AI-powered holiday ad campaign and it's generating mixed reactions. The company used generative AI to create hyper-personalized spots that adapt visuals and messaging in real time based on viewer sentiment. Some called the ads “magical,” while others found them “unsettling” reflecting the growing tension between creativity and computation. AI has been used, and will continue to be used, in ads due to iteration speed and ability. I'm thinking that pushback will only stop when it becomes indistinguishable from the real thing.
Robotics // Nuclear
Capgemini and Orano have deployed the world’s first intelligent humanoid robot in a nuclear facility, capable of operating autonomously in hazardous, high-radiation areas. The robot uses multimodal AI: combining vision, speech, and motion control, to inspect, manipulate, and handle radioactive materials while keeping human workers out of danger. It represents a breakthrough for robotics in extreme environments, blending industrial automation with human-like dexterity. One of the benefits of hyper-specialized humanoid robotics on display here.
💻 Interview Highlight: Sam Altman & Garry Tan
Interview Outline: Sam Altman discusses the accelerating path toward Artificial General and Superintelligence, the promise of abundant energy and intelligence to reshape society, and why he believes now is the best time in history to start a company. He reflects on OpenAI’s founding, the power of conviction and adaptability, and how startups can move faster than incumbents in an era where “the world is still sleeping on AI.” Altman also shares his optimism for a future defined by innovation, abundance, and human progress.
About the Interviewee: Sam Altman is the CEO and co-founder of OpenAI, the company behind ChatGPT, DALL·E, and GPT models. Before OpenAI, he co-founded the location-based app Loopt at age 19 and later became President of Y Combinator, where he helped launch thousands of startups including Airbnb, Stripe, and Coinbase. Altman is widely regarded as one of the most influential voices in AI and innovation, known for combining bold conviction with pragmatic optimism.
Interesting Quote: “Someday we’ll look back on this moment as the beginning of an era when we started using intelligence itself as a raw material.”
My Thoughts: I always try and listen to at least a bit of a larger interview that Sam Altman is doing. I’m intrigued by the pathway towards artificial general and super intelligence, and believe Altman and OpenAI will be the first or second ones there. Abundance in intelligence and energy leads towards a future that looks very different from today. That’s essentially what all of these AI companies are chasing (outside of $ for some).
Condensed Interview — Sam Altman with Garry Tan
Garry Tan: Is this really the best time to start a tech company?
Sam Altman: Let’s say it’s the best time yet. Every major technological revolution lets founders do more than before—and AI is that next wave. Big companies win when things move slowly. But when something like this happens, it’s the upstarts who have the edge.
Garry: In your essay, you said Artificial Superintelligence could be only “thousands of days away.” What makes you so confident?
Sam: If the rate of progress we’ve made in the last three years continues—or even accelerates—we’ll reach systems that can do far more than people expect. It sounds wild, but I can see a clear path where that happens within the next decade.
Garry: What kind of future do you imagine once we reach that level of intelligence?
Sam: If we achieve truly abundant intelligence and abundant energy, we unlock almost every kind of work. That’s when we enter the real age of abundance—where we can fix the climate, accelerate science, and improve quality of life for everyone.
Garry: Early on, most of the field doubted large-scale deep learning. Why did you keep going?
Sam: We believed that deep learning worked and that scale made it better. Those were heretical ideas at the time. But we decided to bet everything on that conviction instead of spreading across lots of “safe” bets—and that focus made all the difference.
Garry: What advice would you give to founders building with AI right now?
Sam: Move fast. We’re not close to the saturation point. Your advantage as a startup is speed, conviction, and focus—seeing something new and building around it the same day. Everyone can make a great demo; the hard part is building a great business.
👨💻 Practical Use Case: AI Voice Agents
Difficulty: Mid-level
There’s all types of focus areas for AI agents, one of the more applicable ones in today’s enterprise world are voice agents. Instead of typing, you can talk to an AI that listens, reasons, remembers, and acts all in real time.
Every AI agent is built around three main components:
🧠 Brain / Interface: the LLM that handles reasoning and conversation.
📚 Memory / Knowledge Base: the information source that stores uploaded files, URLs, or notes for reference.
🛠️ Tools / Connectors: the actions layer that lets your agent schedule meetings, send emails, or do legitimate tasks.
ElevenLabs adds a fourth layer → Speech. It lets you create or clone realistic voices that give your AI a unique tone and personality. Paired with models like GPT or Gemini, your voice agent can hold human-like conversations and take action based on what it hears.
This is what it looks like internally:

Elevenlabs AI Agent
Imagine you’re unavailable and a new client rings your business line. Your voice AI agent picks up instantly, greets them, asks about their needs, and checks your calendar availability to book a meeting slot, all without you having to step in.
Voice agents can handle things like customer service, lead qualification, and scheduling tasks. The nice part about AI agents are they can be given enough of a knowledge base to understand how your company operates. They work best when structured for specific roles and built to hand-off tasks to other agents within a system.
Want to build your own? Check out the video guide below:
🖨️ Startup Spotlight

Adam
Adam: Design 3D models with a simple text prompt instead of endless clicks.
The Problem: Traditional Computer-Aided Design (CAD) software is notoriously old, clunky, and complicated. Engineers and designers waste hours on slow, repetitive tasks like fixing geometry, optimizing feature trees, or applying the same changes across multiple parts. The steep learning curve also prevents most people from ever creating their own 3D models.
The Solution: Adam is an AI Agent and copilot that uses natural language to perform complex CAD tasks for you. Instead of manually clicking through menus, you can simply tell the software what to do ("make this hole 5mm wider," or "optimize the feature tree"). It started as a popular text-to-3D generator and is now moving into professional workflows, aiming to automate the most time-consuming work for mechanical engineers in platforms like Onshape.
The Backstory: Founded by Zach Dive and Aaron Li, Adam was a hit in Y Combinator's Winter 2025 batch, quickly going viral with their consumer-friendly text-to-3D app. The company recently raised a $4.1 million Seed round led by TQ Ventures. Their goal is to take the simplicity of AI-native design and apply it to the precision and complexity required by enterprise engineering.
My Thoughts: This is cool stuff. As I pointed out a few weeks ago, the advances we’re seeing in AI are going to lead to a lot more “vibe-coding / vibe-Xing” opportunities. The ability to talk to a computer in regular semantics and have it generate code is the start. Doing the same thing for robotics, design, 3D printing, etc. is where I see a lot of this going and it’s something Adam is taking on.
“It’s not likely you’ll lose a job to AI. You’re going to lose the job to somebody who uses AI”
- Jensen Huang | NVIDIA CEO
I wonder how much AI was involved in the creation of McKinsey’s report on the state of AI. Till Next Time,
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