Newsletter archive/Briefing

Nov 3, 2025

OpenAI’s $300B Web, Google’s Gemini Surge & Microsoft Reset

OpenAI’s $300B web raises risks, Google gains on Microsoft, Gemini hits 500M, Amazon cuts 14K, Apple revamps Siri, Perplexity-Getty deal, Apple eyes AI M&A.

Matthew Berman

OpenAI’s $300B Web, Google’s Gemini Surge & Microsoft Reset