094: Today in AI: Gemini 3 Skips Nvidia GPUs, NVDA Earnings Soar, Marcus vs LeCun Feud Explodes

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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

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—— 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

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