It's true that we can't make money every month, we've lost quite a bit this month .. All the assets on the first level chain experienced a large drawdown and stop loss, and coupled with my lack of expertise in short selling, I had a habit of finding opportunities to buy at the bottom. As a result, I continued to buy at the bottom and eventually hit a loss before rebounding. My mentality was shaken back and forth many times, and I decided to take a break and study hard first. Let's urge ourselves to organize AI related major events every week and share them with everyone. ===Anthropic's valuation skyrockets, forming alliance with Microsoft Nvidia=== The most shocking news recently is undoubtedly the deep alliance between Anthropic and tech giants, which marks a new level of capital in the AI race. Microsoft and Nvidia announced a joint investment of up to $15 billion in Anthropic (approximately $5 billion for Microsoft and $10 billion for Nvidia). This round of financing has pushed Anthropic's valuation to an astonishing $350 billion. As part of the transaction, Anthropic has committed to purchasing $30 billion worth of computing power services from Microsoft Azure and will heavily utilize Nvidia's latest hardware. This also demonstrates the continuous deepening of 'Circular Investment' in the field of AI OS: But to be honest, I don't think this is a good thing. I've been thinking about whether if there's a problem in the loop, it will explode in a chain .. ===Gemini 3 Pro was officially released yesterday (11/18)=== Basically, Google did not disappoint and directly dominated the major rankings of LMArena. The speed and accuracy of multimodal processing have been significantly improved, especially when dealing with complex logical problems, which are more precise and faster. The process of "thinking" feels more like a human than before. Basically, Google's launch of Gemini 3 across the entire ecosystem this time seems to cause many new startups to suffer a "catastrophic disaster" or be forced to undergo a transformation crisis. Especially with the newly released Google Antigravity, which showcases Agenetic capabilities and emphasizes "Vibe Coding," it directly targets Cursor. Previously, I thought Cursor's advantage was the ultimate developer experience (DX), but when Google deeply integrated the "smartest model" with the "native development environment," even allowing AI to autonomously operate terminals and browsers, Cursor, this API dependent intermediate tool, instantly filled half of the moat. I tried it myself and switched to using Antigravity instead of Cursor. Not just Cursors, look at those startups that do Autonomous Agents (such as Devin AI engineers) or Browser Automation, they should all be trembling now .. OS: To be honest, I don't know how OpenAI will achieve annual revenue of $200 billion by 2030 .. ===AI infrastructure financing still attracts funds=== Lambda raises $1.5 billion (November 18th): Lambda Labs, which focuses on providing GPU cloud computing power, has completed a $1.5 billion Series E funding round led by TWG Global. This funding will be used to expand its gigawatt level AI data center to meet the market's demand for computing power. Intuit and OpenAI reach agreement (November 18): Financial software giant Intuit announced a $100 million partnership with OpenAI to deeply integrate ChatGPT's capabilities into its financial application ecosystem. Next, I plan to use Antigravity to develop some interesting things. I hope to create something helpful and share it with everyone!