Brian, Beth, and Andy hosted this Black Friday episode and opened with jokes about the show being “free today” even though it is always free. They recapped Thanksgiving, chatted with regulars in the live chat, and then moved into a slower news cycle driven by the holiday. From there, they covered SAP’s new EU AI cloud, data center power issues around XAI and federal subsidies, HSBC’s criticism of OpenAI’s financial outlook, satellite risks, and a large segment on what December model releases may or may not look like. The second half focused on Amazon’s new autonomous agent company, OpenAI’s holiday data breach disclosure, Starlink growth, real estate automation, and why creators feel overwhelmed trying to keep up with current AI development.Key Points DiscussedSAP launches an EU AI cloud giving companies full data control within EU bordersXAI faces legal pressure for running natural gas turbines without permitsUSDA approves a zero interest loan to support XAI’s adjoining solar projectHSBC projects a $207B OpenAI shortfall by 2030, calling it a money pitDebate around who pays the growing national energy bill for AI computeDiscussion of orbital solar farms, space debris, and Starlink’s rapid expansionOpenAI discloses a holiday week data breach through third party MixpanelDecember model expectations spark speculation about upgrades and small featuresGeneral Agents acquired by Bezos’ Prometheus project, building desktop autopilot agentsChatGPT Shopping Mode shows strong reasoning for both consumer and B2B purchasesReal estate automation accelerates with AI generated home tours and camera analysisDiscussion on PRDs, build paralysis, and struggling to keep pace with agent evolutionTimestamps and Topics00:00:00 🦃 Black Friday intro, Thanksgiving recap, live chat regulars00:02:41 🇪🇺 SAP launches an EU AI cloud for data sovereignty00:05:00 ⚡ XAI faces legal action over unpermitted natural gas power generation00:08:10 🌞 USDA funds a massive solar project supporting XAI data centers00:12:07 📉 HSBC challenges OpenAI’s claim of being cash flow positive by 202900:14:30 🔌 AI compute energy bills and who pays for the future grid00:16:21 🛰️ Orbital solar farms, space junk risks, and Starlink traffic00:24:56 🔐 OpenAI confirms data exposure from Mixpanel breach00:27:43 🎄 December model speculation and holiday product expectations00:30:02 🎨 Nano Banana Pro limitations and image editing frustrations00:32:30 ❤️ Gratitude segment for Carl and the community00:35:02 🤖 News fatigue and the pace of agent and model releases00:36:58 🐇 Legacy AI gadgets, the Rabbit R1 nostalgia moment00:40:27 📦 Amazon’s Prometheus acquires General Agents for autonomous desktop control00:51:29 🛍️ ChatGPT Shopping Mode reasoning for houses, SaaS, and B2B tools00:54:09 🏠 Real estate automation with Gemini driven video analysis00:56:22 📈 MLS APIs and future disruption of real estate workflows00:58:27 🐊 Brian explains winter gator behavior in Tampa00:59:41 🏁 Closing and weekend send offThe Daily AI Show Co Hosts: Brian Maucere, Beth Lyons, Andy Halliday, and Karl Yeh

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