AI Newsletter - 2025-11-25

🌡️ AI TEMP CHECK

Good morning, Promptobello fam! 🙏
Mr. Mushroom is currently trying to get a security clearance because apparently, that’s where all the cool GPUs are going. 🇺🇸🔐 While you were sleeping, Donald Trump signed an Executive Order that sounds like a sci-fi movie title ("Genesis Mission"), Jony Ive finally showed us what a "LoveFrom" AI gadget looks like, and Anthropic just gave Excel users superpowers.
The Vibe: The government is creating an "AI Moonshot," and Wall Street is starting to worry about who is going to pay for all these data centers.

📊 MARKET PULSE

Trump's 'Genesis Mission' executive order signals a dramatic shift toward government-backed AI acceleration, directly countering previous regulatory caution. This coincides with mounting concerns about AI infrastructure debt and financing sustainability, creating a tension between aggressive national innovation goals and financial market wariness.

INNOVATION

breakthrough

COMMERCIAL

aggressive

REGULATION

loosening

KEY THEMES

national competitiveness infrastructure financing executive deregulation hardware innovation integration acceleration

📈 Momentum: accelerating

🎯 Confidence: high

🔮 7-DAY OUTLOOK

Expect a surge in government contracts for AI infrastructure providers, particularly benefiting AWS and other US-based companies. Watch for increased volatility in private credit markets funding AI infrastructure as investors reassess risk profiles. Hardware innovation will gain prominence with Ive/Altman's prototype driving renewed focus on consumer AI devices. Insurance industry will rapidly develop new AI-specific policy frameworks to manage emerging liability risks.

Trump Signs 'Genesis Mission' Order: America's AI Moonshot?

Yesterday, President Trump whipped out his signature Sharpie and signed the 'Genesis Mission' executive order – basically declaring 'America First' in the AI race. The order aims to cut red tape and pump nitrous into American AI innovation right when we need it most. Think of it as Operation Warp Speed, but for artificial intelligence instead of vaccines. This comes just as big investors are side-eyeing the mountain of debt tech giants have taken on for AI infrastructure. The timing? *Chef's kiss* Perfect. With China breathing down America's neck and the EU busy writing regulation novels, Trump's making his big AI play. Will it work? Too early to tell, but one thing's clear: the AI arms race just went into overdrive, and America's gunning for pole position.

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⚡ QUICK BITES

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📱 The Anti-iPhone: Jony Ive and Sam Altman finally revealed details about their AI hardware prototype yesterday in SF. It’s screen-free, minimalist (classic Jony), and designed to be "more intimate" than a phone. It knows everything you've ever read or said. Creepy? Yes. Cool? Also yes.

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🐼 The Dragon Rises: Alibaba's Qwen AI app hit 10M+ downloads in just 7 days. It is blowing past early ChatGPT adoption rates. If you thought the "Consumer AI" war was won, look East.

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🏛️ Uncle Sam's Cloud: AWS announced a $50B investment to build specialized AI infrastructure for the US government. The "Genesis Mission" already has a landlord.

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🌍 WorldGen: Meta revealed WorldGen yesterday—an AI that generates fully interactive 3D worlds from text. Game devs, your job just got easier (or harder, depending on how you look at it).

🔌 API WATCH

Anthropic's Opus 4.5: The Developer's New Best Friend?

Anthropic isn't playing fair anymore. They just released Claude Opus 4.5, and it comes with tools that will make developers drool.
The Specs:
▪️ MMLU: 90.8% (Beats GPT-4o's 88.7%).
▪️ Context: 128K (that actually works at scale).
▪️ Price: $5/M Input, $25/M Output. (67% cheaper than Opus 4.1—this is the new sweet spot for frontier intelligence).
The Killer Feature: Native Integrations. Opus 4.5 connects directly to Chrome and Excel.
▪️ For Devs: You can let users trigger AI functions inside a spreadsheet. No more copy-pasting CSVs into a chat window.
▪️ The Verdict: If you are building "Data Analysis Agents" or complex reasoning tools, this is the new King. For cheap chat? Stick to 3.5 Sonnet. For "Do my taxes"? Opus 4.5.

💰 FOLLOW THE MONEY

CoreWeave: The AI Infrastructure Bubble We're Not Talking About?

1. The "AI Debt" Scare (CoreWeave): Is the credit card maxed out? Analysts (including a sharp note on Seeking Alpha yesterday) are raising red flags about CoreWeave and the private credit market.
▪️ The Fear: Startups are borrowing billions to buy GPUs, betting on future demand. If that demand slows down, the debt bomb explodes. Smart money is watching payment timelines to data center contractors very closely.
2. Nuclear Gets Paid: X-energy raised $700M (Series D) led by Jane Street.
▪️ The Logic: AI needs power. The grid is full. Nuclear SMRs (Small Modular Reactors) are the only solution that scales.
3. The Comeback Kid (Navan): Travel platform Navan (formerly TripActions) is seeing a flood of "Buy" ratings from Wall Street this morning after their recent IPO.
▪️ Why: Their AI-powered expense features are convincing investors they are a "Tech" company, not just a "Travel" company.

🛠️ TOOL SPOTLIGHT

WorldGen by Meta

Meta revealed WorldGen just yesterday – their new generative AI system that creates fully interactive 3D worlds instead of just static images. This tackles the massive bottleneck in 3D modeling for everything from gaming to industrial digital twins. Goodbye endless hours tweaking polygons, hello AI that builds your metaverse for you.

💼 SUCCESS STORY

Navan

Talk about a comeback story! Navan got showered with 'Buy' ratings from Wall Street analysts this morning after its stock took a nosedive following its $923.1M IPO. The corporate-travel and expense platform is getting love for its AI promise – analysts are calling it severely undervalued after its post-IPO slump. The AI-powered expense management features that automatically categorize and process receipts are proving to be the company's secret weapon in convincing investors there's real tech under the hood.

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📊 BY THE NUMBERS

$3.5B outflows from Bitcoin ETFs in November 2025

The amount that flowed out of Bitcoin ETFs this month (shifting to AI infra?). 📉

10M+ downloads for Qwen AI in just 7 days

Alibaba's new AI app is seeing adoption rates that make early ChatGPT numbers look quaint, signaling Asia's growing influence in consumer AI applications. 🐼

$50B AWS investment in government AI infrastructure

Amazon's cloud division is betting big on government contracts, positioning them to capture the massive federal spend on AI capabilities coming in 2026. 🇺🇸

90.8%

The MMLU score of the new Claude Opus 4.5. 🧠

⚠️ IMPORTANT DISCLAIMER: The information provided in this newsletter, including the "Follow the Money" and "API Watch" sections, is for educational and informational purposes only. It does not constitute financial advice, investment advice, trading advice, or any other sort of advice. You should not treat any of the newsletter's content as such. Promptobello does not recommend that any cryptocurrency, security, or investment should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions. Past performance is not indicative of future results.

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