LLM Daily: November 12, 2025
🔍 LLM DAILY
Your Daily Briefing on Large Language Models
November 12, 2025
HIGHLIGHTS
• SoftBank's significant sale of its Nvidia holdings has triggered market concerns, with Wall Street analysts speculating whether CEO Masayoshi Son has identified market trends others haven't yet recognized in the AI-related stock space.
• Moonshot AI has unveiled their Kimi K2 Thinking Model, designed with advanced reasoning capabilities, positioning it as a notable competitor in the increasingly competitive open-source LLM landscape.
• Israeli AI customer service startup Wonderful has secured a massive $100 million Series A round led by Index Ventures, demonstrating strong investor confidence in AI agents for customer-facing operations.
• Microsoft's "AI Agents for Beginners" open-source course has gained remarkable traction (44,614 stars, 15,105 forks), offering a structured 12-lesson curriculum for developers looking to enter the AI agent development space.
• Pathway AI Pipelines has released ready-to-run cloud templates for RAG and enterprise search with live data synchronization capabilities across multiple sources including Sharepoint, Google Drive, and PostgreSQL, simplifying real-time AI application development.
BUSINESS
SoftBank's Nvidia Sale Rattles Market, Raises Questions
TechCrunch (2025-11-11)
SoftBank's decision to sell a significant portion of its Nvidia holdings has created waves in the market, with Wall Street analysts speculating whether CEO Masayoshi Son "sees something right now that others do not." The move comes at a time when Nvidia has been one of the most valuable AI-related stocks.
Wonderful Raises $100M Series A for AI Customer Service Agents
TechCrunch (2025-11-11)
Israeli AI agent startup Wonderful has secured a massive $100 million Series A round led by Index Ventures, with participation from Insight Partners, IVP, Bessemer, and Vine Ventures. The substantial investment suggests the company has convinced top-tier investors it's building genuine infrastructure and orchestration capabilities in the crowded AI agent market, rather than being "just another GPT wrapper."
Eternos Pivots to Personal AI, Raises $10.3M
TechCrunch (2025-11-11)
Former immortality startup Eternos has rebranded as Uare.ai and raised $10.3 million in seed funding led by Mayfield and Boldstart Ventures. The company has pivoted to creating personalized AI technology that can mimic an individual's voice and communication style.
Kaltura Acquires AI Avatar Startup eSelf for $27M
TechCrunch (2025-11-10)
Video technology company Kaltura has acquired eSelf, an AI avatar startup founded by the creator of Snap's AI, in a deal worth $27 million. The acquisition aims to integrate generative AI capabilities into Kaltura's enterprise video and learning tools.
SoftBank and OpenAI Form Joint Venture in Japan
TechCrunch (2025-11-10)
SoftBank and OpenAI have announced a new 50-50 joint venture called "Crystal Intelligence" to sell enterprise AI tools in Japan. The deal has raised questions about the circular nature of investments in the AI sector, as SoftBank is also a major investor in OpenAI.
Lovable AI Coding Platform Approaches 8 Million Users
TechCrunch (2025-11-10)
AI coding platform Lovable reports it is nearing 8 million users just one year after launch. According to the company, more than half of Fortune 500 companies are now using Lovable to "supercharge creativity," with strong user retention. The startup is now focusing on expanding its reach among corporate employees.
PRODUCTS
Moonshot AI Unveils Kimi K2 Thinking Model
Company: Moonshot AI (Startup)
Date: (2025-11-10)
Link: Reddit AMA
Moonshot AI conducted an AMA on Reddit to discuss their new Kimi K2 Thinking Model. The team behind Kimi models shared insights about their latest open-source frontier model. The AMA included participation from multiple Moonshot AI team members who answered questions about the model's capabilities, training methodology, and applications. The model appears to be designed with advanced reasoning capabilities, positioning it as a competitor in the increasingly crowded open-source LLM space.
Wan2.2 Animate Video Generation Tool
Company: Community-developed
Date: (2025-11-11)
Link: Reddit Post
A ComfyUI workflow for Wan2.2 Animate demonstrates impressive long-form video generation capabilities. The tool allows users to create fluid animated sequences with human subjects and has been shared through GitHub. Users in the community noted the high quality of the animations and versatility of the model. This represents continued advancement in AI video generation tools that are accessible to the open-source community.
Security Research: Cross-Stage Vulnerabilities in LLMs
Organization: Academic Research
Date: (2025-11-11)
Link: Reddit Discussion
While not a product release, a significant security research paper identified over 35 methods to exploit vulnerabilities in LLMs when handling output data. The research highlights how LLMs can be manipulated to execute commands through semantic vulnerabilities and introduces concepts like "prompt shell" hijacking. This research has important implications for developers and organizations using LLMs in automated workflows or tool-calling scenarios, emphasizing the need for better security measures in AI applications.
TECHNOLOGY
Open Source Projects
Pathway AI Pipelines - Ready-to-run cloud templates for RAG, AI pipelines, and enterprise search with live data synchronization. The project provides Docker-friendly templates that stay in sync with various data sources including Sharepoint, Google Drive, S3, Kafka, and PostgreSQL, making it ideal for building real-time AI applications with minimal setup. (46,718 stars)
AI Agents for Beginners - A comprehensive 12-lesson course from Microsoft teaching fundamental concepts for building AI agents. This educational resource has gained significant traction (44,614 stars, 15,105 forks) and provides a structured learning path for developers looking to enter the AI agent space, with recent updates including improvements to development environments.
Models & Datasets
Kimi-K2-Thinking - Moonshot AI's reasoning-focused variant of their Kimi-K2 model, designed to expose the intermediate reasoning steps. With over 79,000 downloads and 1,020 likes, this model helps developers understand how advanced LLMs approach complex problems.
Maya1 - A new language model from Maya Research that integrates text-to-speech capabilities, built on the Llama architecture. The model has quickly accumulated nearly 11,000 downloads and 470 likes, suggesting strong interest in its multimodal capabilities.
ERNIE-4.5-VL-28B-A3B-Thinking - Baidu's bilingual (English/Chinese) multimodal model with 28B parameters that exposes its reasoning process. This vision-language model supports conversational interactions with images and has gained 235 likes despite being recently released.
DeepSeek-OCR - An optical character recognition model from DeepSeek that's gained massive adoption with over 3.3 million downloads and 2,625 likes. The model leverages the DeepSeek vision-language architecture for multilingual OCR tasks and is backed by research published in a recent paper (arxiv:2510.18234).
Egocentric-10K Dataset - A recently released egocentric vision dataset from Build.AI with 132 likes and growing downloads. The dataset appears focused on first-person perspective computer vision tasks, valuable for training models for AR/VR applications.
Omnilingual ASR Corpus - Facebook's extensive speech dataset supporting automatic speech recognition across hundreds of languages. This multilingual resource enables training more inclusive ASR models that work beyond mainstream languages.
Developer Tools
Smol Training Playbook - A highly popular (2,046 likes) research article template on Hugging Face that provides guidance for training smaller, more efficient models. This resource helps developers implement best practices for model optimization and efficient training workflows.
Step-Audio-EditX - A demonstration space for audio editing capabilities, allowing developers to experiment with and understand advanced audio manipulation techniques. Though relatively new with 47 likes, this tool showcases innovative approaches to audio AI.
Infrastructure
Wan2.2-Animate - A popular animation demo space (2,384 likes) from Wan-AI showcasing their animation infrastructure. This space demonstrates advanced animation capabilities built on efficient model architectures and deployment strategies.
Miragic Virtual Try-On - Part of a suite of Miragic-AI tools that demonstrate specialized deployment infrastructure for fashion AI applications. With 446 likes, this virtual try-on technology highlights approaches to efficient real-time visual processing for e-commerce.
RESEARCH
Unfortunately, our research tracking system hasn't identified any significant new LLM or AI research papers published in the last 24 hours that meet our criteria for inclusion.
This occasionally happens due to: - Publication timing cycles at major conferences - Academic calendar fluctuations - Gaps between major research releases
We'll return tomorrow with our regular research coverage highlighting the most important new papers advancing the state of large language models and AI research.
LOOKING AHEAD
As 2025 draws to a close, we're seeing the emergence of truly multimodal AI systems that seamlessly integrate reasoning across text, vision, audio, and even tactile feedback simulations. These systems are moving beyond mere content generation to become collaborative thought partners, with early Q1 2026 releases expected to demonstrate unprecedented contextual understanding and retention of user-specific knowledge.
The regulatory landscape is also crystallizing, with the EU's AI Act implementation entering its second phase and the US framework finally taking shape after the recent administration change. Watch for a significant industry shift toward verifiable compute tracking and attribution watermarking as transparency becomes not just ethically desirable but legally mandated in most major markets by mid-2026.