LLM Daily: November 22, 2025
🔍 LLM DAILY
Your Daily Briefing on Large Language Models
November 22, 2025
HIGHLIGHTS
• Nvidia has shattered revenue records with $57 billion and an optimistic forecast, effectively silencing concerns about an AI bubble while its data center business continues to dominate the market.
• Sierra AI, founded by Bret Taylor, has achieved the remarkable milestone of $100 million in annual recurring revenue in less than two years, demonstrating exceptional enterprise adoption of AI agents.
• OCR Arena has launched as a free platform allowing users to compare multiple OCR models side-by-side, supporting leading models like Gemini 3 and DeepSeek-OCR for more efficient model evaluation.
• The google-gemini/gemini-cli project has gained massive community adoption with over 83,900 GitHub stars, bringing Gemini's AI capabilities directly to developers' terminal environments.
• A breakthrough in computational biology has been achieved with ProtT-Affinity, which uses ProtT5 embeddings to predict protein-protein binding affinities from sequence data alone, potentially accelerating drug discovery significantly.
BUSINESS
Nvidia Reports Record Revenue, Silencing AI Bubble Concerns
- Nvidia reported record revenue of $57 billion, with its data center business being the dominant contributor, quieting concerns about an AI bubble
- The company also provided an upbeat forecast for future growth
- TechCrunch (2025-11-19)
Sierra AI Reaches $100M ARR in Under Two Years
- The AI agent startup founded by Bret Taylor has achieved $100 million in annual recurring revenue in less than two years since launch
- This rapid growth indicates strong enterprise adoption of AI agents for business applications
- TechCrunch (2025-11-21)
Function Health Raises $298M at $2.5B Valuation
- Healthcare AI company Function Health closed a $298 million Series B funding round, reaching a $2.5 billion valuation
- The company is launching a new "Medical Intelligence" platform to consolidate and make health data more usable for customers
- TechCrunch (2025-11-19)
Warner Music Settles with Udio, Establishes AI Music Partnership
- Warner Music Group has settled its copyright lawsuit with AI music platform Udio
- The companies have signed a deal to create a subscription service that allows users to make remixes and covers using AI versions of participating artists' voices
- This represents a significant step in the commercialization of AI-generated music with major label backing
- TechCrunch (2025-11-19)
Google Enhances AI Scam Protection in India
- Google is expanding its real-time scam detection and screen-sharing fraud warning systems in India
- This business move addresses the growing concern of AI-enabled scams in one of the company's largest markets
- TechCrunch (2025-11-20)
PRODUCTS
OCR Arena: A Free Playground for OCR Model Comparison
Company: OCR Arena (Indie developer) Release Date: (2025-11-21)
OCR Arena is a new free platform that allows users to compare multiple OCR (Optical Character Recognition) models side-by-side. Created by Reddit user Emc2fma, the platform addresses the challenge of testing and evaluating the growing number of OCR models available today. Users can upload any document, run various models simultaneously, and easily view the differences between results. The platform currently supports several leading models including Gemini 3, dots, DeepSeek-OCR, olmOCR 2, and Qwen3-VL-8B. This tool is particularly valuable for developers and researchers looking to select the most appropriate OCR solution for specific use cases.
Qwen Open Source Model Gains Traction for Unrestricted Image Generation
Company: Alibaba Cloud (Established player) Release Date: (Earlier release, gaining new attention)
Qwen, Alibaba Cloud's open-source large language model, is receiving positive community feedback for its image generation capabilities without the content restrictions found in commercial models like ChatGPT and Grok. Users on Reddit are highlighting the model's ability to generate a wider range of content when run locally, making it increasingly popular among those seeking alternatives to more restrictive commercial AI platforms. This emphasizes a growing divergence between commercial AI platforms with built-in moderation and open-source models that provide users with greater creative freedom.
TECHNOLOGY
Open Source Projects
google-gemini/gemini-cli
An open-source AI agent bringing Gemini's capabilities directly to your terminal. Built with TypeScript, it enables developers to interact with Google's Gemini models through a command-line interface. With over 83,900 GitHub stars, it shows strong community adoption and active development with recent commits focusing on extension command handling and core functionality improvements.
firecrawl/firecrawl
A web data extraction API designed specifically for AI applications, transforming websites into LLM-ready markdown or structured data. This TypeScript tool addresses the crucial preprocessing step for RAG systems and has gained significant traction with 68,000+ GitHub stars. Recent updates focus on security fixes and API improvements.
pathwaycom/llm-app
Docker-friendly cloud templates for building RAG applications, AI pipelines, and enterprise search systems with live data synchronization. Particularly valuable for connecting LLMs to various data sources like SharePoint, Google Drive, S3, Kafka, and PostgreSQL. With 47,400+ stars, it provides ready-to-deploy solutions for enterprise AI integration.
Models & Datasets
facebook/sam3
The latest iteration of Meta's Segment Anything model focuses on video understanding capabilities. With over 26,000 downloads, SAM3 extends beyond image segmentation to enable mask generation and feature extraction across video frames, providing temporal consistency in segmentation tasks.
WeiboAI/VibeThinker-1.5B
A specialized 1.5B parameter model based on Qwen2.5-Math, fine-tuned for enhanced reasoning capabilities. With 13,000+ downloads, it demonstrates strong performance in mathematical reasoning, coding, and GPQA (General Program Question Answering) while maintaining conversational abilities.
moonshotai/Kimi-K2-Thinking
A highly popular model with nearly 200,000 downloads and 1,340+ likes, Kimi-K2-Thinking focuses on enhanced reasoning capabilities. The model features compressed tensors for efficient deployment and comes with custom code to enable specialized thinking processes in conversational contexts.
tensonaut/EPSTEIN_FILES_20K
A recently published dataset (November 20, 2025) containing approximately 20,000 records related to the Epstein case. Available in CSV format, it has quickly gained attention with over 10,000 downloads, providing structured text data compatible with multiple processing libraries including pandas, polars, and MLCroissant.
nvidia/PhysicalAI-Autonomous-Vehicles
NVIDIA's dataset for autonomous vehicle research has gained significant traction with 371 likes and 105,000+ downloads. Published under a custom license, this dataset provides training data for physics-informed AI models specific to autonomous driving applications.
Developer Tools & Spaces
HuggingFaceTB/smol-training-playbook
A highly popular Docker-based space with over 2,350 likes that provides a comprehensive playbook for training smaller, more efficient AI models. It includes research articles, scientific papers, and data visualizations to guide developers through optimizing model training for resource-constrained environments.
not-lain/background-removal
A widely-used Gradio application (2,532 likes) that provides efficient background removal from images. The tool simplifies this common image processing task through a user-friendly interface and is deployed via MCP-server for improved performance and scalability.
Wan-AI/Wan2.2-Animate
A highly popular animation generation space with 2,505 likes built on Gradio. Wan2.2-Animate provides tools for creating animated content from static images or text prompts, demonstrating the increasing accessibility of animation generation technology.
prithivMLmods/Qwen-Image-Edit-2509-LoRAs-Fast
A Gradio-based interface for image editing using Qwen models enhanced with LoRA (Low-Rank Adaptation) techniques. The space offers fast performance for image manipulation tasks and has attracted 125 likes for its efficient implementation of fine-tuned image editing capabilities.
RESEARCH
Paper of the Day
ProtT-Affinity: Sequence-Based Protein-Protein Binding Affinity Prediction Using ProtT5 Embeddings
Hongfu Lou (2025-11-20)
This groundbreaking research addresses one of the most challenging problems in computational biology: predicting protein-protein binding affinities directly from sequence data without requiring structural information. The significance lies in its potential to dramatically accelerate drug discovery processes by enabling rapid screening of potential protein interactions before expensive structural studies are performed.
The author combines protein language model embeddings from ProtT5 with a lightweight Transformer architecture, achieving performance comparable to structure-based methods on homology-filtered test sets. This work represents a major advance in the application of language model techniques to critical problems in biochemistry and pharmaceutical research.
Notable Research
ESGBench: A Benchmark for Explainable ESG Question Answering in Corporate Sustainability Reports
Sherine George, Nithish Saji (2025-11-20) - Introduces the first comprehensive benchmark for evaluating how LLMs handle Environmental, Social and Governance (ESG) questions using corporate sustainability reports, with human-curated answers and supporting evidence to assess reasoning capabilities.
Large Language Model-Based Reward Design for Deep Reinforcement Learning-Driven Autonomous Cyber Defense
Sayak Mukherjee, Samrat Chatterjee, Emilie Purvine, Ted Fujimoto, Tegan Emerson (2025-11-20) - Presents an innovative approach using LLMs to design reward functions for autonomous cyber defense agents, addressing the challenging problem of reward specification in complex security environments.
Video-as-Answer: Predict and Generate Next Video Event with Joint-GRPO
Junhao Cheng, Liang Hou, Xin Tao, Jing Liao (2025-11-20) - Proposes a novel video-next-event prediction framework that generates video responses to demonstrate complex physical-world information, extending beyond text-only answers for scenarios where visual demonstration is more effective.
Optimizing Federated Learning in the Era of LLMs: Message Quantization and Streaming
Ziyue Xu, Zhihong Zhang, Holger R. Roth, Chester Chen, Yan Cheng, Andrew Feng (2025-11-20) - Addresses critical challenges in deploying federated learning with LLMs by introducing techniques for message quantization and streaming that reduce communication overhead while maintaining model performance.
LOOKING AHEAD
As we approach 2026, multimodal reasoning capabilities are evolving beyond simple text-to-image generation toward true cross-domain understanding. The recent demonstration of AlphaCode 3's ability to autonomously debug and optimize its own code signals a significant leap toward self-improving systems. Meanwhile, the ongoing standardization of AI safety protocols following the Delhi Summit suggests that Q1 2026 will bring more formalized governance frameworks for frontier models.
Watch for the emerging "micro-specialized" model trend, where highly efficient domain-specific LLMs with under 10B parameters are outperforming general models in specialized tasks while consuming a fraction of the computational resources – potentially democratizing access to cutting-edge AI capabilities for smaller organizations and developing economies.