Good morning,

Today’s edition spans national-security warnings, chip competition, and major reasoning breakthroughs. Anthropic testified on Capitol Hill, Google positioned Gemini 3 to pressure Nvidia, and DeepSeek rolled out Math V2 to push symbolic reasoning forward.

Let's dig in👇

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🧠 Major Developments

⚖️ Anthropic’s CEO warns Congress about catastrophic AI risks

Anthropic CEO Dario Amodei testified before the House Homeland Security Committee, warning that advanced AI models could enable catastrophic misuse if left unchecked. He urged lawmakers to strengthen oversight, establish third-party evaluations, and focus on national-security protections. Lawmakers pressed him on extreme-risk scenarios and the responsibilities of frontier-model developers.

💥 Google’s Gemini 3 challenges Nvidia’s AI chip dominance

Google intensified the chip race after positioning Gemini 3 as a powerful multimodal engine competitive with Nvidia’s GPU ecosystem. The model’s performance and integration with Google’s compute stack signal a strategic move to erode Nvidia’s lead in training and inference workloads. Analysts say the launch marks a broader shift toward vertically integrated AI infrastructure.

🇨🇳 China’s DeepSeek surge adds pressure to Nvidia and Google

China’s open-source ecosystem advanced as DeepSeek’s models and low-cost approach reshaped investor sentiment around U.S. firms. Nvidia faced renewed volatility as developers increasingly adopt domestic alternatives amid export controls. Google’s stock held stronger thanks to Gemini 3 momentum, highlighting diverging competitive pressures in U.S. and Chinese markets.

🚀 New Launches

➕ DeepSeek releases Math V2 with major improvements

DeepSeek launched DeepSeek-Math V2, delivering significant gains in proofs, multi-step logic, and structured problem solving. Expanded training data and architectural changes pushed it well past V1 in benchmark performance. The upgrade strengthens DeepSeek’s position in STEM and research-focused AI tooling.

🔓 OpenAI warns after Mixpanel breach exposes profile data

OpenAI alerted API developers to a data breach at former analytics provider Mixpanel, which exposed profile information including names, emails, approximate locations, device details, and account IDs. The breach does not affect regular ChatGPT users unless they also use the API, with Mixpanel detecting the intrusion on November 9 and notifying OpenAI two weeks later. OpenAI has since cut Mixpanel off entirely and is rebuilding its telemetry systems to prevent similar exposure going forward.

🧰 Tools of the Day

→ Qoder - a code-understanding assistant for reasoning about large repositories.
→ Agenta - an evaluation toolkit for comparing and stress-testing LLM outputs.
→ Calk AI - a symbolic math interpreter that solves queries through reasoning.

💬 Prompt of the Day

"Rewrite this article from the perspective of a domain expert, then highlight three assumptions and two missing considerations."

⚡ Quick Hits

→ The race intensifies as federal and state governments clash over control of AI rules.
→ Italy’s Leonardo unveils AI-enabled helicopter defense interception systems.
→ Delta’s new AI improves baggage accuracy and speeds up delivery times.
→ Gemini named the most empathetic AI model in a new behavioral study.
→ Baidu emerges as China’s leading domestic supplier stepping in for Nvidia chips.

🧵 TLDR

Anthropic urges Congress to take catastrophic AI seriously, Google uses Gemini 3 to target Nvidia’s hardware lead, China’s DeepSeek boosts open-source momentum, and OpenAI expands developer analytics while DeepSeek upgrades its symbolic reasoning stack.

That’s all for today. I’ll see you tomorrow.
David