Summary of Joerg Storm’s Newsletter

1. Dremio Event — Dec 10

Dremio is hosting a virtual Subsurface event focused on its new Agentic Lakehouse advancements. Big names (CEO, Founder, and industry leaders from TD Securities & Regeneron) will speak. It’s online and free to join.

2. Major AI Model Updates

🚀 OpenAI: GPT-5.1 Family

• GPT-5.1: Faster, smarter, stronger reasoning, better coding, and improved tool use.

• GPT-5.1 Mini: Cheaper but still high reasoning power for large workloads.

• New Codex Models: Designed for long-running autonomous coding.

• Overall: Biggest speed + reliability jump since GPT-4.

Takeaway: If you paused using the API, now is the best moment to return.

🤖 Google: Gemini 3 Pro

• Slower but deep, deliberate reasoning → higher accuracy.

• 1M token context for massive documents/projects.

• Can build dashboards, interpret videos, and integrate across Google tools.

Takeaway: Designed for serious professional work, not casual use.

💥 OpenAI “Double Bomb”: GPT-5.1 Pro + Codex Max

• GPT-5.1 Pro: Preferred for writing, analytics, and business tasks.

• Codex Max: Runs autonomously for 24+ hours, optimized for agentic workflows.

• Enterprise signal: Fast model upgrades = high obsolescence risk.

Takeaway: Companies should update their model strategy fast.

📸 Google Nano Banana Pro (Image Model)

• Produces studio-quality 2K/4K images with precise control.

• Handles multi-object blending, consistent faces, stylized text.

• Integrates real-time search.

• Meant for final production, not quick drafts.

Takeaway: A high-end AI image studio for creatives and marketers.

3. Hardware Shift: The Next AI War = Chips

• Nvidia still dominates, but custom AI chips (ASICs) from Google, AWS, Microsoft, Tesla and OpenAI are rising.

• ASICs are cheaper, faster and more efficient for inference.

• On-device AI surges via Apple, Samsung, Qualcomm.

Takeaway: The future belongs to companies controlling their own silicon — not general GPUs.

4. Health Tech Breakthrough

Function Health raised $298M at a $2.5B valuation.
Its new AI system turns lab tests + scans + wearables into personalized medical insights.

Takeaway: The shift from reactive check-ups → continuous, AI-powered health management.

5. The Trillion-Token Economy

Non-AI companies (Uber, Salesforce, Duolingo, Ramp) now process more tokens than many AI startups.

Takeaway: AI isn’t a feature — it’s the new infrastructure of every major product.

6. Creator Content Highlights

• Podcast of the Week: AI, culture & leadership discussion.

• Video: Karpathy says AI agents are “10 years too early”—but still useful for most people.

• Knowledge Base: Ask Joerg’s AI trained on his newsletter + posts.

7. Tutorials & Training

• OpenAI’s new Prompting Cookbook

• Prompt packs & training resources.

8. Black Friday Deals

Top deals include:

• HailuoAI: Free unlimited Nano Banana 2 + huge discounts.

• Chargeflow: $10K free chargeback protection.

• Zefyron: Investor readiness toolkit + 25% off.

9. Tool of the Week: Anything Max

Autonomous full-stack builder:

• Builds front-end, back-end, auth, DB, payments in hours.

• Uses your app, finds bugs, and fixes them on its own.

• 700k users; 20k new projects per day.

Takeaway: Solo founders can now outperform entire dev teams.

10. Trending Tools

Snippets AI, Typeless, Grok 4.1, BeFreed, Gemini 3, Shoorts, pdf2mp3, Welltory, etc.

11. Bonus Sections

• Headlines of the week (AI adoption, devices, Africa, Ubisoft, Replit).

• Image real-or-not quiz

• Downloadables: 50k prompts, 9k tools, 1k image prompts

• Premium membership promo (20% off, 7-day free trial)

• Partnership call for advertisers

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