Week of November 17, 2025

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Google Gemini 3, Antigravity IDE, Nano Banana Pro

On Tuesday, Google released Gemini 3, their latest foundational model, trained exclusively on Google's TPU chips. Gemini 3 provides state of the art performance on a variety of top intelligence benchmarks. Google also released Antigravity, a new AI IDE similar to competitors like Cursor, Kiro, or Windsurf, which was acquihired and licensed by Google a few months ago before it's acquisition by Cognition Labs.

Gemini 3 notably displayed strong performance on the ARC AGI 2 benchmark compared to existing models. Google also released a new version of the Nano Banana image model, which has dramatically improved its ability to render detailed images that include text, logos, or complex diagrams.

Sunday Robotics, Tangible Robotics, and Sourccey Demos

Sunday Robotics, Tangible, and Sourccey each released a video demo of their new general purpose household robots. Sunday and Tangible both use a humanoid form factor, although Sunday's robot Memo uses wheels rather than bipedal legs. Sourccey uses more of an R2D2 form factor with robotic arms.

Method Security Series A, AI Cybersecurity Threats and Opportunities

Method Security announced a combined $26m Seed and Series A round led by Andreessen Horowitz and General Catalyst. Method is building a security platform for critical US government and commercial entities, reimagined for the age of AI.
This announcement comes shortly after the Israeli company Tenzai raised a $75m seed round to build a similar autonomous offensive security product. Another competitor in the space, Xbow, notably reached number one on the HackerOne leaderboard earlier this year. Xbow also announced last week that they have launched on-demand autonomous pentesting, promising results in five days.
These developments arrive as Anthropic reported their first observed instance of AI espionage using Claude Code.

Pablo Design Viral Promotion for Generative UI

Pablo Design generates a frontend website for you based on your codebase that updates dynamically. This represents one of the first practical implementations of "generative UI", where the interface itself is dynamically generated and updated based on the underlying codebase, rather than being statically designed. The product is not yet live, but there is a waitlist at https://pablo.design/.

Ramp Launches Agentic Spreadsheet

Ramp announced an AI agent for spreadsheets, allowing users to manipulate sheets and generate complex financial models using natural language. Shortcut AI released a similar product a few months ago. It will be interesting to compare the adoption trajectories of these AI-native spreadsheet tools in banking, accounting, and law to that of agentic IDEs in software engineering.

Cloudflare Outage and Replicate Acquisition

Cloudflare experienced a major outage on Tuesday, impacting customers for over 5 hours. The issue was caused by an internal misconfiguration, and Cloudflare provided a detailed post mortem here. Separately, Replicate also announced this week that they are being acquired by Cloudflare. Replicate offers a developer friendly API for running and fine-tuning models, similar to OpenRouter.