A $57B Warning Shot from Nvidia, AI Recaps, & AI Shopping
A $57B Warning Shot from Nvidia, AI Recaps, & AI Shopping  
Podcast: The Daily AI Show
Published On: Thu Nov 20 2025
Description: Brian and Andy hosted episode 599 and opened by looking back on how far the show has come. They talked about the Daily AI Show as a living archive that captures the state of AI day by day. They joked about submitting the series to the Library of Congress and reflected on the value of having a long running record of AI progress. The episode then moved into major news topics, new model upgrades, compute constraints, Gemini 3 prompting techniques, product strategy at OpenAI, and the growing divide between research priorities and consumer AI features.Key Points DiscussedNvidia posts a record $57B quarter, up 62 percent year over yearOpenAI launches GPT 5.1 Codex Max with context compaction and major coding gainsGemini 3 shows strong prompting upgrades, faster thinking mode, and smart memory handlingAmazon adds new AI recap features and enhanced NFL viewing modes to Prime VideoPerplexity revamps its AI shopping experience ahead of Black FridayFiji Simo becomes OpenAI’s new leader for applications and monetizationOngoing compute shortages create rate limits across major modelsMixing models becomes a theme, using Gemini, Codex, Claude, and Grok for different strengthsSuno and Audio make major funding and licensing moves in AI generated musicDebate over AI music hits as an AI generated country song reaches number oneTimestamps and Topics00:00:00 🔁 Reflection on 599 episodes, the show as an AI time capsule00:04:54 📈 Nvidia posts a record $57B quarter00:07:00 🧩 GPT 5.1 Codex Max and the compaction breakthrough00:09:50 ⚙️ Gemini 3 memory tricks, Python intermediates, and large task workflows00:12:10 🐢 Model slowdown at high token counts and manual compaction methods00:14:30 🙌 Carl joins, discussion on 600 episodes00:15:06 📺 Prime Video’s AI recaps and AI enhanced NFL broadcasts00:17:56 🛒 Perplexity’s holiday shopping updates00:20:33 🧿 Fiji Simo becomes CEO of Applications at OpenAI00:25:21 🧮 Compute constraints and why research gets priority00:27:37 🧠 Yann LeCun’s research first philosophy00:31:17 📚 Alpha Archive and the need for AI focused research repositories00:34:31 🧱 Andy and Carl on Energy Gravity and coding workflows00:36:50 🔧 Model specialization and mixing models for better outcomes00:45:06 🎶 Suno’s $250M raise and Audio’s new music licensing deals00:47:27 🎤 Creative backlash vs audience preference00:48:35 🎵 Brian plays AI generated music covers00:50:46 📣 Weekend reminders, Gem Architect, Slack community00:51:32 🏁 Closing and tomorrow’s 600th episodeThe Daily AI Show Co Hosts: Brian Maucere, Andy, and Karl