November 16, 2025

It has been an exciting week here at mogul. We officially launched two brand new markets in the Poconos, Pennsylvania and Largo, Florida, our very first properties in each state.
It feels like every day there's a different sellout, and demand keeps hitting new levels by the minute. If that's not a testament to the asset class we provide, as well as the quality of supply we have on offer, then I don't know what is.
I just wanted to thank everyone for the ongoing support, it really does make this entire journey worth it and we can't wait to keep bringing you a number of new properties and features over the next few weeks.
Anyway, that's enough from me for now; we have a lot to cover. Let's get into it.
- Alex Blackwood
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š” Anthropic Commits $50 Billion to U.S. Data Center Build-out ā AI startup Anthropic announced an astounding $50 billion investment to construct custom data centers across the United States, with initial sites in Texas and New York built in partnership with Fluidstack. The infrastructure push expected to generate roughly 800 permanent jobs and 2,400 construction roles is designed to support Anthropicās rapid growth, including demand for its Claude AI models across 300,000+ enterprise clients. Talk about a big investment...
š Pfizer Wins $10 Billion Battle for Metsera, Re-enters Obesity Drug Race ā Pfizer has secured shareholder approval to acquire biotech firm Metsera in a deal worth up to $10 billion, marking a bold return to the booming weight-loss drug market. The offer includes $65.60 per share upfront and up to $20.65 per share tied to future clinical milestones, putting Metseraās value at $86.25 per share. The acquisition gives Pfizer access to Metseraās promising GLP-1 therapy MET-097i, which in trials delivered up to 14.1% weight loss and is scheduled for launch around 2028ā2029. The weight loss industry keeps growing, and Pfizer's acquisition is a major move in the ongoing race.
š± Apple Launches $229 iPhone āPocketā to Mixed Reactions ā Apple unveiled a designer accessory in collaboration with Issey Miyake: a 3Dāknitted iPhone āpocketā meant to be worn or carried like fashion, priced at $229.95 for the longāstrap version and $149.95 for the short strap. Somehow, it's sold out already. But then again, is anyone surprised when it seems like some people will just buy anything Apple?
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In one of the most unexpected turns in the AI race, Apple is reportedly nearing a deal to license a custom version of Googleās Gemini large language model, a partnership that would bring Googleās AI brainpower directly into Siri. Multiple reports say the agreement is valued at roughly $1 billion per year, marking a rare moment when Apple turns outward for core technology that underpins its flagship software experiences.
The Siri Problem and Why Apple Needed Help
For more than a decade, Siri has lagged behind its rivals in understanding context, handling multi-step tasks, and sustaining natural conversations. Apple has tried to rebuild the assistant internally, but Bloomberg reports that the companyās in-house models repeatedly fell short of the capabilities needed for the new āApple Intelligenceā vision. The result: significant delays and a widening performance gap compared to competitors using modern LLMs.
Rather than push back its AI rollout yet again, Apple began exploring external options and Google emerged as the fastest path forward.
A Gemini Engine, Rebuilt for Apple
Apple is reportedly planning a significant upgrade for Siri by integrating a specially adapted version of Gemini into its Private Cloud Compute infrastructure. This custom-tuned model is expected to be a major improvement over the current Siri system, enabling a range of advanced features, including multi-step task execution, enhanced context retention across various applications, higher-quality text summarization and drafting, and more natural and fluid conversational interactions. By running this Google-built model on Apple-controlled servers, the company can uphold its commitment to user privacy, ensuring that any user data processed by the system is not shared with Google.
A Price That Reflects AI Reality
The reported $1 billion-a-year licensing fee underscores the escalating cost of cutting edge AI. Google already pays Apple roughly $20 billion annually to remain Safariās default search engine, a deal that shapes the economics of the entire search market. If finalized, the Gemini agreement would give Google a second powerful foothold inside Appleās ecosystem, this time powering the intelligence layer used by nearly two billion devices.
Coming in 2026, Quietly
The Gemini-powered Siri is reportedly scheduled for a spring 2026 debut, likely tied to an upcoming iOS point release. What makes the deal even more unusual is Appleās reported desire to keep the partnership low-profile. Internally, the Gemini model is said to carry the neutral codename āAFM v10ā (Apple Foundation Model v10), a label meant to conceal Googleās involvement even within some sections of Appleās workforce.
Itās a brand calculation: Apple wants consumers to see the upgrade as part of its own āApple Intelligence,ā not as a dependency on Google.
A Temporary Alliance
Despite the scale of the deal, the partnership is viewed internally as a stopgap. Apple continues to develop its own large-scale LLM, with an internal target of debuting a fully in-house model sometime in late 2026. If successful, that model would reduce or eliminate Appleās reliance on Google for Siriās intelligence layer relatively quickly.
The Bigger Picture
If the reports hold, this partnership marks one of the clearest signs of a new reality in tech: even the worldās most valuable company canāt afford to fall behind in AI. The pace is too fast, the costs too high, and the stakes too great. For now, Apple is betting that the quickest way to reinvent Siri is to borrow the brainpower of its fiercest competitor quietly, temporarily, and at enormous cost. Will it pay off? We will have to wait and see.
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Join us this Thursday for our monthly real estate webinar!
We have had record turnout at our recent webinars, and it has been incredible to see how many of you have sent in questions during the broadcasts.
This time, our Director of Real Estate, Michael Kazalas, will join our COO and Co-Founder, Joey Gumataotao, for a special edition of our webinar.
Tune in to learn more about our newest offerings, including our two stunning Airbnbs in the Poconos (PA) and Largo (FL). You will also get a deep dive into our supply and selection process and the chance to ask any questions you have live and unfiltered.
Reserve your spot today. Space is limited and filling quickly.
ā

After recently rewatching The Maze Runner movies and having such a great time with them, I decided to finally pick up the first book...and Iām really glad I did. Even though I was already familiar with the plot, the book still felt tense and exciting. The atmosphere of the Glade and the Maze is so much richer on the page, and getting inside Thomasā head makes the mystery feel more intense.
Comparing it to the movie, Iād say the book gives a much deeper sense of confusion, fear, and frustration as everyone tries to survive and understand the Maze. Some characters feel more fleshed out, and a few plot points play out differently, which kept things from feeling repetitive even though Iād seen the film.
The writing is fast-paced and easy to get through, so it never felt like a slog. Overall, reading the book after rewatching the movie made the whole story feel more complete, and I'm going to be speeding through the rest of the series this coming week.
ā 4.82 / 5.0 in my book (no pun intended)

Male Gentoo penguins give their mates the smoothest pebble they can find. If she accepts, they build their nest together.
Written by Alex Blackwood & Larry Cummings
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