Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.In a recent discussion at Fortune's Global Forum in Riyadh, Andreessen Horowitz's partner, Anjney Midha, shared insights into the future of AI investment. He highlighted reasoning models and frontier teams as pivotal areas for growth, suggesting they could drive the next "golden age" of AI investment. Reasoning models are seen as revolutionary, enabling AI systems to address problems step-by-step, akin to human logic. This advancement holds promise for solving complex, real-world challenges. Midha also emphasized the transformative potential of reinforcement learning for startups adept at tackling industry-specific issues. Defined reward models could lead to multi-billion-dollar enterprises through tailored reinforcement learning across industries.Amidst concerns about an AI bubble, Midha noted China's growing influence in open-source AI, posing potential challenges for the U.S. and its allies. A competitive response from Western labs is anticipated, possibly leading to more open-weight models from U.S. companies. Despite skepticism about current investment levels' sustainability, AI funding continues to surge. According to S&P Global Market Intelligence, venture capital investment in generative AI has reached unprecedented heights in 2025. The total funding is set to more than double from last year, with $73.6 billion invested in genAI startups during the first three quarters alone. Overall investments in the broader AI ecosystem have climbed to $110.17 billion this year, marking an eightfold increase since 2019.In other business developments, Fortune released its annual Cyber 60 list in collaboration with Lightspeed Venture Partners. This list identifies promising cybersecurity startups developing tools to counteract AI-related threats. Several established companies on the list have increased their capital and expanded their customer bases.Transitioning to innovations in learning and ethical concerns: DeepLearning.ai has launched DeepLearning.ai Pro, a membership program designed to keep individuals at the forefront of artificial intelligence by providing access to numerous courses and tools for AI application development. However, alongside progress come challenges such as "AI psychosis," where interactions with AI chatbots can lead users to develop mental health issues or delusions. There are also economic concerns about a possible speculative bubble forming around AI investments.Furthermore, publishers are taking measures to restrict access to web data used for training AI systems due to concerns about data scraping impacting traffic and server costs. This could make high-quality training data more costly and less accessible.Another pressing issue is the use of autonomous weapons like drones in warfare. These technologies raise ethical concerns as they become more autonomous and are responsible for significant casualties in conflicts such as the Ukraine-Russia war.Shifting focus to financial results: On October 30, 2025, major tech companies reported strong financial performances. Meta announced a third-quarter revenue increase but faced a substantial drop in net income due to a one-time tax charge. Microsoft reported robust growth in its cloud computing sector, surpassing analyst expectations with increased revenues and earnings per share. Alphabet marked a milestone by logging its first-ever $100 billion quarter.Other notable tech news includes Nvidia reaching a $5 trillion valuation and Amazon opening a large AI data center named Project Rainier in Indiana.In global developments: Key topics include Delta Air Lines' stra

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