Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world. The latest Stratechery content from the week of November 17, 2025, highlights significant developments in the tech world.Google’s Gemini 3, a new AI model, has been released to much anticipation and is considered state-of-the-art by many. While Anthropic maintains a lead in one coding benchmark, Google’s advancements demonstrate its strong foothold in AI development. Despite concerns from some anonymous accounts, the launch is not necessarily detrimental to companies like Nvidia or OpenAI. Additionally, Google introduces 'Nano Banana Pro,' a new image generation model following its Gemini 3 Pro release, offering enhanced capabilities for professional applications.Transitioning seamlessly into another tech revelation, Andrew Sharp ranks the most "takeable" tech companies. OpenAI garners significant attention, underscoring its ongoing relevance in tech discussions. Other notable updates include partnerships and fines involving major tech players like OpenAI and Meta.In U.S. news, AI continues to transform industries. A significant example is Tidalwave’s innovation in the mortgage process, simplifying it through agentic AI integrated with major financial institutions. This initiative is driven by personal experiences with mortgage challenges and has secured substantial funding to enhance processing efficiency. However, broader issues like high interest rates remain beyond AI's reach.Shifting focus to political dynamics, President Donald Trump's proposal to prevent U.S. states from regulating AI companies has stirred opposition within his party. Prominent Republicans criticize the alignment with big tech firms, while others argue for state autonomy in regulation. Concurrently, Verizon implements its largest-ever round of layoffs amid financial constraints and competitive pressures.Geopolitical tensions also feature prominently, with China expressing strong discontent over Japan’s new leadership and comments about Taiwan. This reflects broader regional tensions and sends signals to other Asian countries. Efforts are underway to reduce U.S. dependence on China for rare earth elements, led by USA Rare Earth’s new CEO.Meanwhile, global financial markets face downturns, impacting indices like the S&P 500. In fiscal developments, Trump's tariff rollbacks reportedly negate projected deficit reductions significantly. Additionally, arrests related to semiconductor smuggling highlight ongoing tensions around technology and national security.The rising influence of AI and automation is evident as companies adjust their workforce strategies accordingly. Exploring industry trends reveals "loopification" among AI giants as a prominent business model. Circular partnerships between companies like Microsoft, Nvidia, and Anthropic create mutual advantages but also pose risks of concentrated power and unclear market signals. This model exemplifies strategic alliances shaping the industry landscape.Simultaneously, Meta plans new partnerships as Yann LeCun leaves to focus on Advanced Machine Intelligence research. Other industry movements include Google's DeepMind expanding its robotics efforts and proposed regulatory changes in the EU aimed at fostering innovation.AI adoption continues rapidly; a significant portion of U.S. adults have engaged with generative AI tools since ChatGPT's launch, marking it as the fastest-adopted technology historically. Workplace integration is accelerating as well, suggesting transformative impacts on productivity.Overall, these developments illustrate a dynamic intersection of technology advancements, political influen

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