Nov 27, 2025 5 min read Daily Rundown

⛵ AI Ate Thanksgiving

Plus: Pentagon Expands the Battlefield, Nvidia Breaks Its Silence

Good Morning, Early Adopters!

This Thanksgiving, AI didn’t just join the table; it took over the kitchen.

AI Ate Thanksgiving And Left Us with a Franken-Turkey

👀 What’s the move: Across Google, Pinterest, and Facebook, “AI slop recipes” have hijacked Thanksgiving. People searching for turkey or pumpkin pie now land on stitched-together instructions scraped from human creators, the kind that tell you to roast a six-inch bird for four hours. The photos look perfect, the food doesn’t exist, and the traffic that once fed food bloggers has evaporated into Gemini’s training data.

💡 Why it’s not boring: AI didn’t just rewrite recipes; it rewrote the ritual. Thanksgiving used to be the last analog holiday with flour-covered hands, handwritten cards, and grandma’s slightly uneven pie crust. Now, even the turkey’s gone synthetic, a Benjamin Franklin-era symbol reborn as a digital “Franken-chicken.” Families aren’t swapping secrets anymore; they’re fact-checking Google. The machine has quietly replaced the matriarch.

⛵ Key takeaway: AI didn’t ruin Thanksgiving; it automated it, right down to the family recipe card.

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BAN LIST

Pentagon Expands the Battlefield

👀 What’s the move: The Pentagon has proposed adding eight Chinese firms — Alibaba, Baidu, BYD, Hua Hong Semiconductor, Eoptolink, RoboSense, WuXi AppTec, and Zhongji Innolight — to its Section 1260H list of “Chinese military-linked” companies. While the move carries no direct sanctions, it places these firms under the same scrutiny as weapons contractors, warning U.S. investors and suppliers to steer clear.

💡 Why it’s not boring: This marks a new frontier where defense now means data, chips, and AI. In Washington’s eyes, a cloud platform, a LiDAR sensor, or a gene-sequencing tool can all serve military ends. The line between Silicon Valley and the battlefield is dissolving, and the Pentagon is treating tech stacks like arsenals. For Chinese giants built on global capital and open supply chains, that shift turns everyday innovation into potential espionage. In the AI era, the line between code and combat no longer exists.

⛵ Key takeaway: When algorithms become ammunition, every tech company becomes a defense contractor.

BUBBLE

Nvidia Breaks Its Silence

👀 What’s the move: Nvidia just did something it almost never does. The company sent a detailed memo to Wall Street analysts rebutting critics like Michael Burry, who accused it of piling inventory and cooking its numbers. It even jumped on X to defend itself after reports that Meta might shift to Google’s AI chips. For a firm that usually lets record quarters do the talking, this sudden PR offensive feels uncharacteristically anxious.

💡 Why it’s not boring: When the world’s most valuable company starts waging an “information campaign,” it signals a shift from dominance to defense. Whether or not there’s a bubble, Jensen Huang knows market faith is half the valuation. The AI gold rush only works if the miners still believe the vein runs deep.

⛵ Key takeaway: When Nvidia starts explaining itself, you know the narrative is overheating, not the chips.

STARTUP SPOT

🧠 General Agents
“VLA models that turn video into robot skills.”
Builds Vision-Language-Action systems that translate raw video + demonstrations into executable robot policies, targeting factories, warehouses, and service bots.
→ Founded by ex–Google/DeepMind robotics researchers; early traction with OEM pilots; acquired in 2025 by Prometheus to bolster its embodied-AI stack.

🔐 Clover
“AI agents that secure products at design time.”
Embeds security-savvy agents inside Jira, GitHub, Confluence, Cursor, and Slack to spot architectural flaws before code is written.
→ Founded by Alon Kollmann; raised $36M in 2025 led by Notable Capital and Team8; millions in ARR while in stealth with customers like Plaid, Notion, Lemonade, Virgin Money, and Fortune 500 banks.

🧾 RealPage
“AI-priced rents that sparked a backlash.”
Software that analyzes market data to recommend rent levels for landlords, widely used across multifamily housing.
→ Texas-based; acquired by Thoma Bravo for $10.2B in 2021; now facing DOJ scrutiny and multiple state actions, while suing New York in 2025 over a new law banning algorithmic rent-pricing.

BAY AREA MEMOS

Oracle’s rare stock plunge wiped out about $130B of Ellison’s wealth, pushing him to No. 3 as Google’s rise lifted Larry Page to No. 2.
Facebook is adding Reddit-style nicknames to Groups, letting users post under custom usernames while keeping their real profiles private.
Singapore ordered Apple and Google to block “gov.sg” spoofing on their messaging apps, and both firms agreed to comply.
Omnicom has closed its $13B acquisition of IPG, making it the world’s largest advertising holding company.
Redwood Materials cut about 5% of its staff shortly after a $350M raise while expanding its battery recycling, cathode, and energy-storage operations.

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