AI leaders sound alarm, markets wobble & more (November 18, 2025)

Good morning,

AI leaders spent yesterday issuing some of their strongest warnings yet about trust, regulation, and the escalating stakes around deepfakes and safety. Markets wobbled ahead of Nvidia earnings, new enterprise mega-deals landed, and governments raised fresh alarms about AI’s climate impact. A wide mix of fear, optimism, and acceleration is shaping today’s landscape.

Let's dig in👇

⚡ Global AI Leadership Moves

🔐 Sundar Pichai warns trust in AI is eroding

Alphabet’s CEO raised alarms about a growing crisis of trust as AI adoption outpaces public understanding. He argued that misinformation, rushed deployment, and opaque systems are fueling skepticism. Leaders worldwide are now being pushed to rebuild transparency before public confidence collapses.

🧯 Dario Amodei says AI safety risks are rising

Anthropic’s CEO shared a stark assessment of emerging frontier-model risks in a new interview with Fortune. He pointed to rapid scaling, geopolitical misuse, and weak regulation as major vulnerabilities. The comments add urgency to ongoing policy fights across the US and EU.

🌎 AI sparks tense debate at COP30

Global leaders clashed over AI’s role in climate policy after new warnings surfaced at Brazil’s COP30 talks. Some argued AI could dramatically accelerate emissions cuts, while others said it risks making inequality worse. The tension reveals how climate governance is becoming increasingly entangled with AI policy.

📈 Markets, Law, and Enterprise

📉 Global markets slide ahead of Nvidia earnings

Stocks dropped worldwide as investors grew uneasy over stretched valuations heading into Nvidia’s report, according to CNBC. Analysts are split on whether AI demand can keep driving parabolic growth. The release will act as a key sentiment check for the entire tech sector.

⚖️ Courts raise alarms over AI-manipulated evidence

Judges are sounding the alarm as deepfakes flood into legal proceedings, prompting widespread pushback against AI-generated evidence. Experts warn that current authentication methods cannot keep pace with increasingly realistic synthetic media. New verification pipelines and legal standards are expected to emerge quickly.

💼 Intuit signs $100M deal with OpenAI

Intuit locked in a major integration agreement to pull its financial apps directly into ChatGPT. The move supercharges consumer workflows by merging taxes, small-business accounting, and AI automation in one place. It reinforces a growing trend of financial platforms going all-in on embedded AI assistants.

🛠️ Tools of the Day

→ Markopolo AI, an AI marketing engine that automates cross-channel ad creation
→ Typeless, a keyboardless control layer that lets you operate apps with text
→ AI Ads Analyzer, an insight tool that breaks down ad performance

💡 Prompt of the Day

"Act as my AI transformation partner. Analyze the workflow or process I paste below and highlight where automation, agents, or orchestration could cut time or cost. Then rewrite the workflow as a streamlined AI powered system with clear steps, tools to use, and measurable outcomes."

⚡ Quick Hits

→ Databricks reportedly is exploring a new round that pushes its valuation to $130B.
→ AI driven racing cars tore up the track in Abu Dhabi in fully autonomous competition.
→ Google pushes AI deeper into travel search as antitrust pressure intensifies.
→ Ohio State plans to hire 100 new faculty specializing in AI.
→ Billionaire Peter Thiel sold off his Nvidia stake, adding to AI bubble speculation.

🧾 TLDR

Top AI leaders issued sharp warnings on trust, safety, and climate tensions while markets braced for Nvidia’s next big signal. Enterprise AI acceleration continued with major deals, courts confronted deepfake chaos, and universities ramped up talent acquisition. The pace is fast, the stakes are rising, and conversations about AI’s future are becoming more urgent across every sector.

Cheers,
David