{{first_name | Leader}}, welcome back. Today’s updates:
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OpenAI and Amazon strike $38B deal to power ChatGPT
Microsoft invests $15B to expand global AI infrastructure
Apple and Google partner to supercharge Siri with Gemini AI
Tools, resources, and a prompt to analyse root causes for your wins and losses.⬇️
Leaders across marketing, sales, and ops are replacing ten different tools with one: Perplexity.
It searches, summarizes, builds decks, drafts reports, and connects to your existing systems, all in one flow.
The result: hours saved every week, sharper briefs, faster decisions.
If ChatGPT is where you think, Perplexity is where you work.
OpenAI just signed a $38 billion, seven-year deal with Amazon Web Services to power ChatGPT and other AI models. The deal gives OpenAI access to millions of CPUs and hundreds of thousands of Nvidia GPUs, making it one of the biggest AI compute partnerships ever. What makes it interesting is that OpenAI is no longer relying only on Microsoft and is moving toward a multi-cloud setup.
This is a big shift in how AI companies think about scaling. By late 2026, all that new capacity will be online, reshaping costs and competition in the AI industry. If you’ve been wondering where the next big wave of spending in tech will go, this is it.
Microsoft is quietly building a massive AI backbone. It just signed a $9.7 billion deal with data-center company IREN, partnered with Lambda to deploy thousands of Nvidia GPUs, and received approval to export GPUs to the UAE. Altogether, Microsoft plans to invest more than $15 billion in AI infrastructure by 2029.
These moves are about more than just adding servers. Microsoft wants to make sure it never runs out of computing power as AI demand explodes across industries. Alongside OpenAI’s Amazon deal, it’s clear that the new tech battleground isn’t about features—it’s about who controls the power to run them.
Apple is working with Google to give Siri a major upgrade using a custom version of Gemini AI. The models will run on Apple’s private cloud, keeping user data secure and under Apple’s control. The new Siri is expected to launch in March 2026 and will be marketed under the Apple Intelligence brand.
It’s rare to see Apple and Google collaborate like this, but both see the opportunity in smarter voice assistants. The update means Siri will finally feel more conversational and helpful, not just functional. For everyday users, this could be the moment when talking to your phone starts feeling natural.
Productivity Tools
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Useful Resources
How AI transformation strategies help teams scale efficiency across departments.
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Compare the top 7 large-language-model systems for coding performance in 2025.
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💰 Funding
Beacon Software raised $250M to expand AI solutions, transforming real-world industries.
Hippocratic AI raised $126M at a $3.5 B valuation to advance safe generative AI across global healthcare systems.
💼 Roles in AI
🐦 China passes the US?
Chinese open models just passed the U.S. in adoption.
They now lead in enterprise use, open-source projects, and developer activity.
The race isn’t about performance, it’s about distribution.
Whoever gets used first, wins.
— #Aadit Sheth (#@aaditsh)
3:17 PM • Nov 3, 2025
Win/Loss Deep Dive
When to use this?
When you need root causes. The goal is to turn recent deals into playbooks, experiments, and forecasts.
You are a Revenue Strategist.
Review the deal notes below and produce a Win/Loss Deep Dive with:
Core themes behind wins and losses (pricing, product, messaging, timing, etc.)
Buyer behavior insights — what signals early success or risk
Competitive mentions and how they affected outcomes
3 recommendations each for Marketing, Sales, and Product to raise win rate next quarter
End with a 2-line summary for leadership slides
Keep it concise, factual, and exec-ready.Correct Input Style:
Just paste short notes or summaries you already have — for example:
Won – Global retail client. Chose us over Competitor X for better integration speed. Lost – Finance prospect. Budget cut after 3-month delay; feedback said onboarding looked complex. Won – SaaS startup. Loved pricing flexibility and A add-ons.
Lost – Healthcare lead. Security review failed due to missing HIPAA mapping.
P.S. Get more such prompts in the Prompting Playbook (free for you)
Q. As leaders, is your board more concerned about AI risk or AI competitiveness?
Stay curious, {{first_name | leaders}}
PS. If you missed yesterday’s issue, you can find it here.