Hey friend. It's Wednesday, November 5, 2025
The agentic future is no longer a debate; it's a power negotiation. Here's what you need to know:
Platform gatekeepers are drawing lines in the sand, deciding which AI agents get to play on their turf.
The price of intelligence is now measured in tens of billions, as labs lock down the compute needed for their roadmaps.
Let's get into it. Don't keep us a secret: Forward this README to your best friend
Must Know
The Lede: Amazon is demanding Perplexity AI halt its shopping assistant, Comet, from making purchases on its platform, accusing the agent of degrading the user experience and violating its terms of service.
The Details: The conflict highlights a fundamental tension between open AI agents and closed e-commerce platforms. Perplexity CEO Aravind Srinivas has publicly stated his company will stand up for its users against Amazon's actions.
My Take: The real story here is the first major battle over the future of the internet's transaction layer. Amazon is not just protecting its user experience; it's defending its moat—control over customer data, product recommendations, and advertising revenue—from autonomous agents that could disintermediate it entirely. This is a gatekeeper flexing its muscle. The stakes are now clear: either agents will operate within the walled gardens of platforms, or they will be blocked.
The Lede: OpenAI has signed a massive seven-year, $38 billion partnership with Amazon Web Services to train and deploy its future AI models, marking a significant diversification beyond its deep ties with Microsoft Azure.
The Details: This deal provides OpenAI with critical access to AWS's vast infrastructure, including Trainium and Inferentia chips. The move is seen as both a way to secure necessary compute capacity and to mitigate risks associated with relying on a single cloud provider.
My Take: This signals the end of the "all-in on Azure" narrative for OpenAI. The sheer scale of this $38 billion deal proves that access to compute is now a multi-polar game where even the most advanced labs cannot afford to be beholden to a single partner. For Amazon, it's a massive validation of its AI infrastructure. For OpenAI, it's a necessary, and incredibly expensive, insurance policy to fuel its roadmap.
Quote of the Day
Seriously, AI agents have the memory of a goldfish.
☁️ The Emerging Agentic Layer
My take: With the platform wars heating up, the race is on to build the essential 'picks and shovels' that will make agents trustworthy and truly autonomous.
LangChain's new middleware is a critical step towards enterprise adoption. Adding a human-in-the-loop safety layer makes autonomous agents viable for business-critical tasks. [Link]
This open-source Android agent is a major leap for on-device autonomy. Running natively without cloud dependence signals the start of truly personal, persistent mobile agents. [Link]
Cognition is turning code into a navigable map with Codemaps. This isn't just a visualization tool; it's a foundational piece for AI agents that need to understand complex software architecture. [Link]
Anthropic is treating model retirement with the gravity of a major product sunset. This sets a new standard for enterprise reliability and managing customer dependencies on specific model versions. [Link]
The debate over what defines a 'true' agent is intensifying. The market is beginning to distinguish between robust, autonomous systems and fragile wrappers around a single LLM provider. [Link]
💰 The Compute & Capital Arms Race
My take: The infrastructure deals are getting bigger because the ambition is now interplanetary, forcing labs to secure capital and compute on an unprecedented scale.
Google is taking the compute war to space with Project Suncatcher. This is a long-term play to build an infrastructure that is literally above terrestrial energy constraints and geopolitics. [Link]
The Telekom and NVIDIA $1.1 billion datacenter is a clear signal of sovereign AI demand. European giants are building their own GPU clusters to reduce reliance on US cloud providers. [Link]
Anthropic's $70 billion revenue projection reveals the sheer scale of enterprise demand for Claude. The market is validating that there is room for more than one dominant foundation model provider. [Link]
Microsoft is building its own image generator, MAI-Image-1, reducing its reliance on OpenAI's DALL-E. This is a classic vertical integration play to own the full stack of generative AI services. [Link]
🔬 Research Corner
Fresh off Arxiv
Researchers have built Kosmos, an AI system for autonomous scientific discovery. It can formulate hypotheses, design experiments, and analyze results, potentially automating core research loops to accelerate breakthroughs. [Link]
A new paper proposes a behavior-driven evaluation framework for LLM agents, treating them like traditional software. This is a crucial step for building reliable and predictable agents for production environments. [Link]
DeepSeek may have found a new method to improve AI memory using visual compression. This could be a breakthrough for overcoming context window limitations and enabling more persistent, long-term reasoning. [Link]
For the first time, researchers have used AI to design novel viruses from scratch. This marks a significant step in synthetic biology and AI-generated life, raising both immense opportunities and profound ethical questions. [Link]
Google researchers are exploring a space-based, scalable AI infrastructure. The design leverages the unique advantages of space for power and cooling to overcome the physical limits of terrestrial data centers. [Link]
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Cheers, Teng Yan. See you tomorrow.
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