🚀 Welcome to AI Unraveled (February 20th, 2026): Your strategic briefing on the business, technology, and policy reshaping artificial intelligence.

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Today's Briefing: We analyze the viral "handshake refusal" between Sam Altman and Dario Amodei, Google's massive reasoning leap with Gemini 3.1 Pro, and reports of OpenAI developing Jony Ive-designed "smart devices"—including a smart lamp. We also cover Nvidia's $30 billion move into OpenAI equity and why Accenture is now tracking senior staff logins to determine promotions.

Timestamps:

• 00:00 – Intro: Gemini 3.1 Pro's Reasoning Crown, OpenAI's Smart Lamp, & The Nvidia-OpenAI Equity Megadeal.
• 01:05 – Sponsor Segment: Orchestrate Your AI Stack with AIRIA.
• 02:05 – The Handshake Refusal: Altman and Amodei at the India AI Impact Summit.
• 05:15 – Google Gemini 3.1 Pro: Doubling reasoning performance with 77.1% on ARC-AGI-2.
• 09:40 – OpenAI's Smart Home: Rumors of Jony Ive-designed speaker, glasses, and lamp.
• 13:10 – AWS AI Outages: Agentic coding tools causing 13-hour customer-facing interruptions.
• 15:55 – Investment News: Google's potential $100M Fluidstack stake and Code Metal's $125M Series B.
• 18:40 – Meta's Metaverse Pivot: Horizon Worlds shifting 'almost exclusively' to mobile.
• 22:15 – Nvidia's $30 Billion OpenAI Stake: Equity vs. Infrastructure and the employee windfall.
• 26:30 – Accenture's AI Mandate: Tying senior partner promotions to AI tool logins.
• 31:10 – Conclusion & Outro: Integration as the theme for February 20, 2026.

Keywords: Gemini 3.1 Pro, Google Reasoning, ARC-AGI-2, Sam Altman Handshake, Nvidia OpenAI Equity, OpenAI Smart Lamp, Jony Ive AI, AWS AI Outage, Code Metal Series B, Accenture AI Promotion, AIRIA, Shadow AI, OpenAI Stock Compensation.

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Connect with the host Etienne Noumen: https://www.linkedin.com/in/enoumen/

⚗️ PRODUCTION NOTE: We Practice What We Preach: AI Unraveled is produced using a hybrid "Human-in-the-Loop" workflow. While all research, interviews, and strategic insights are curated by Etienne Noumen, we leverage advanced AI voice synthesis for our daily narration to ensure speed, consistency, and scale.