November 10, 2025. A deep, opinionated briefing on today's biggest AI developments: Google Research's Nested Learning for continual learning, the urgent debate over AI and consciousness, investor nerves around an AI investment bubble, tech giants bundling premium AI in India, and Solidion's pouch cells for drone autonomy. Analysis, implications, and tactical takeaways for builders, investors, and policy makers.
Introduction - why today's collection mattersThe last few years of AI have been dominated by two parallel narratives: explosive productization chatbots, agents, embedded AI in apps and an arms race in compute and models faster chips, bigger models. But as 2025 heads toward its close, the headlines are reminding us that maturation is messy: technical progress is accelerating into complex ethical, financial, and industrial questions at once.
Today's briefing stitches five high-leverage stories into a single frame: