TLDR AI 2025-11-06
Gemini 3 this month β¨, OpenAI CFO comments π°, Snapchat + Perplexity π€
OpenAI Isn't Yet Working Toward an IPO, CFO Says (4 minute read)
OpenAI's Chief Financial Officer, Sarah Friar, said the company is not planning to IPO in the short term. It will instead prioritize growth and R&D over profitability. OpenAI is hoping the government will support its offers to increase data center capacity by helping to guarantee the financing for the chips behind its deals. The depreciation rates of AI chips are uncertain, making it more expensive for companies to raise the debt needed to buy them. Friar claims OpenAI could reach profitability on very healthy gross margins if it weren't seeking to invest so aggressively.
Google plans to release Gemini 3 Pro Preview in November (1 minute read)
Google's Gemini 3 Pro preview model has appeared in VertexAI code, labeled '11-2025', suggesting a November launch. The timeline matches prior testing activity observed in AI Studio. Google has not issued any official statements about the launch.
Google Gemini's Deep Research can look into your emails, drive, and chats (2 minute read)
Google Gemini's "Deep Research" now uses Gmail, Drive, and Chat data for AI-generated reports. The feature can create detailed research plans and reports, integrating personal workspace data with web searches. Currently available on desktop, Google plans to roll out mobile access soon.
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Deep Dives & Analysis
Semantic Search for Cursor's Coding Agent (4 minute read)
Cursor's coding agent improved performance by incorporating custom semantic search over codebases, leading to higher accuracy, fewer user iterations, and better retention of code changes.
Thoughts by a non-economist on AI and economics (20 minute read)
METR data shows AI task completion capabilities doubling every 6 months, meaning if today's models handle 2-hour tasks, they'll handle 8-hour tasks in a year and full workdays in 18 months. Under more modest projections, where 9% of tasks are automated each year, industrial revolution-scale gains will come within the next two decades.
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