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Anthropic's Andrej Karpathy as Google intern and Stanford student: "At Google I work on AI i don't fully understand it, but that's exactly why I'm working on it " he filmed a vlog from inside Google and Stanford - biking past Steve Jobs house on the way to work... show more

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I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!

I CHANGED MY MIND ON GOOGLE AI NO MOAT MEMO FROM 2023. I was—WRONG. I humbly apologize. In 2023 Google had an Ivory Tower walled garden views of open source AI. It was the actual reason OpenAI was formed. And I called them out on it and this act impacted my ability to “work in the industry”. Would not change it for the world because: 2026 Google open source Gemma 4 ( running fully locally on a computer with near cloud model abilities, is amazing and Google just made a moat. They out smarted OpenAI and the folks that are the new Ivory Tower arrogance: Anthropic. We at The Zero-Human Company with CEO Mr. Grok are deploying Gemma, Kimi, MiniMax and other open source models and so are millions of others. You can to and should. I will write how soon. Google smartly is building an intentional open source ecosystem and the clueless younger companies like OpenAI and Anthropic are doing anything to close their ecosystems. So I was right about Google than and I am right about OpenAI and Anthropic now. What I was wrong about is not giving credit to Google to drop the intellectual arrogance and embrace builders and understand the long game: it is not about the commoditized AI models it is about the ability to build a place to build. China gets it. So my apologies to Google and thank you for an astounding FREE OPEN SOURCE AI MODEL!

Brian Roemmele

85,386 görüntüleme • 3 ay önce

Andrej Karpathy could have charged $10,000 for this course. He put it on YouTube. The man who built Tesla Autopilot from scratch. Co-founded OpenAI. Understands AI at a level most engineers at Google and Meta never reach. Sat down. Recorded 2 hours. No frameworks. No libraries. No shortcuts. Then dropped it for free. The gap between people who watch it this week and those who save it for later is not 2 hours. It is everything those 2 hours quietly unlock for the rest of your career.

Andrej Karpathy could have charged $10,000 for this course. He put it on YouTube. The man who built Tesla Autopilot from scratch. Co-founded OpenAI. Understands AI at a level most engineers at Google and Meta never reach. Sat down. Recorded 2 hours. No frameworks. No libraries. No shortcuts. Then dropped it for free. The gap between people who watch it this week and those who save it for later is not 2 hours. It is everything those 2 hours quietly unlock for the rest of your career.

NeilXbt

520,162 görüntüleme • 2 ay önce

Andrej Karpathy (Andrej Karpathy) — co-founded OpenAI, led AI at Tesla, coined "vibe coding." In 4 minutes he explains why software is changing - and why Claude Skills, MCP servers, and AI agents aren't hype anymore. They're the foundation of how software gets built from now on. Imo, worth every second (i've added subtitles)👇

Andrej Karpathy (Andrej Karpathy) — co-founded OpenAI, led AI at Tesla, coined "vibe coding." In 4 minutes he explains why software is changing - and why Claude Skills, MCP servers, and AI agents aren't hype anymore. They're the foundation of how software gets built from now on. Imo, worth every second (i've added subtitles)👇

darkzodchi

453,878 görüntüleme • 3 ay önce

Andrej Karpathy spent 2h showing how he actually uses AI day to day he's a co-founder of OpenAI and led AI at Tesla, so when he shows how he works, it’s worth watching and the whole session is just him telling the machine what he wants in simple terms, like he's briefing a coworker watch what's actually happening the entire time: > he describes the task in normal words > it goes off and does the work > he glances at the result and nudges it with one more sentence that's the whole skill, and you've had it since you learned to talk the only gap between that and a worker that runs on its own is handing that sentence a schedule and the tools to act check his work, then build the version that keeps working when you stop

Andrej Karpathy spent 2h showing how he actually uses AI day to day he's a co-founder of OpenAI and led AI at Tesla, so when he shows how he works, it’s worth watching and the whole session is just him telling the machine what he wants in simple terms, like he's briefing a coworker watch what's actually happening the entire time: > he describes the task in normal words > it goes off and does the work > he glances at the result and nudges it with one more sentence that's the whole skill, and you've had it since you learned to talk the only gap between that and a worker that runs on its own is handing that sentence a schedule and the tools to act check his work, then build the version that keeps working when you stop

Chrome

1,789,161 görüntüleme • 1 ay önce

Anthropic Engineer Andrej Karpathy: "Stop training from scratch. Take what the model already learned - adapt it - ship it At OpenAI we replaced months of work with a few lines of code. Better results every time " the Karpathy formula for working with AI: step 1 → stop building from zero. the model already learned the hard part - just point it at your task step 2 → stop adding complexity, the simplest architecture beat everything in 2014 - simpler always wins step 3 → train only the last layer and freeze everything else - minutes instead of months. better results he taught this at Stanford 10 years ago - then applied it at OpenAI, Tesla, and Anthropic the advice never changed - because it never stopped working watch - bookmark, then read article below ↓

Anthropic Engineer Andrej Karpathy: "Stop training from scratch. Take what the model already learned - adapt it - ship it At OpenAI we replaced months of work with a few lines of code. Better results every time " the Karpathy formula for working with AI: step 1 → stop building from zero. the model already learned the hard part - just point it at your task step 2 → stop adding complexity, the simplest architecture beat everything in 2014 - simpler always wins step 3 → train only the last layer and freeze everything else - minutes instead of months. better results he taught this at Stanford 10 years ago - then applied it at OpenAI, Tesla, and Anthropic the advice never changed - because it never stopped working watch - bookmark, then read article below ↓

codila

24,203 görüntüleme • 11 gün önce

Google wrote the paper that made ChatGPT possible. Then decided not to build ChatGPT. Sergey Brin just explained why on stage at Stanford and the reason is more embarrassing than anyone expected. In 2017, Google published the transformer paper. The architecture that powers every major AI model today. It came from their own researchers. Their own labs. Their own compute. Then they sat on it. Sergey was blunt about why. They underinvested in scaling the compute. They did not take it seriously enough. And when they finally had something worth shipping, they got scared. Chatbots say dumb things. Google had a reputation to protect. So they protected it instead of shipping. OpenAI was not scared. Ilya Sutskever, trained at Google, left and went there. Other Google researchers followed. They took the transformer architecture, scaled it, shipped it anyway, and captured the entire generative AI wave while Google watched. Sergey called it a mistake at Stanford in front of hundreds of students. The company that invented the technology did not build the product. The company that built the product did not invent the technology. That is the most expensive case of corporate hesitation in the history of the industry. --- Watch the full interview YT. Search: "Big ideas begin here: Sergey Brin at Stanford"

Google wrote the paper that made ChatGPT possible. Then decided not to build ChatGPT. Sergey Brin just explained why on stage at Stanford and the reason is more embarrassing than anyone expected. In 2017, Google published the transformer paper. The architecture that powers every major AI model today. It came from their own researchers. Their own labs. Their own compute. Then they sat on it. Sergey was blunt about why. They underinvested in scaling the compute. They did not take it seriously enough. And when they finally had something worth shipping, they got scared. Chatbots say dumb things. Google had a reputation to protect. So they protected it instead of shipping. OpenAI was not scared. Ilya Sutskever, trained at Google, left and went there. Other Google researchers followed. They took the transformer architecture, scaled it, shipped it anyway, and captured the entire generative AI wave while Google watched. Sergey called it a mistake at Stanford in front of hundreds of students. The company that invented the technology did not build the product. The company that built the product did not invent the technology. That is the most expensive case of corporate hesitation in the history of the industry. --- Watch the full interview YT. Search: "Big ideas begin here: Sergey Brin at Stanford"

Ihtesham Ali

244,348 görüntüleme • 1 ay önce

🚨 Anthropic pays $750K a year to understand how AI actually works A Stanford lecture on Agentic AI that teaches you more about how AI automation actually works than 6 months of copying Make and n8n tutorials. watch the lecture. bookmark it. Tool calling. Multi-step workflows. Planning. Reflection. The foundations behind every automation system that actually works. Most people learn this by copying tutorials blindly. Stanford teaches you WHY agents work the way they do. Then read the guide below.

🚨 Anthropic pays $750K a year to understand how AI actually works A Stanford lecture on Agentic AI that teaches you more about how AI automation actually works than 6 months of copying Make and n8n tutorials. watch the lecture. bookmark it. Tool calling. Multi-step workflows. Planning. Reflection. The foundations behind every automation system that actually works. Most people learn this by copying tutorials blindly. Stanford teaches you WHY agents work the way they do. Then read the guide below.

Khairallah AL-Awady

31,973 görüntüleme • 2 ay önce

JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself. Here's what he said on CNBC: "Nobody uses AI better than Meta." He explained that Meta went from a classical recommender system running on CPUs to a generative AI agentic system making recommendations across the entire platform. "Everything from the way social media works and the way they recommend ads and help advertisers create content has fundamentally been changed. And their earnings show it." "That's the reason why they're investing so hard. They see a much larger future potential for it." Mark Zuckerberg $META is spending $70B+ on AI this year.

JENSEN HUANG WAS ASKED WHO IS USING AI BETTER THAN ANYONE ELSE IN THE WORLD His answer wasn't OpenAI. It wasn't Google. It wasn't even Nvidia itself. Here's what he said on CNBC: "Nobody uses AI better than Meta." He explained that Meta went from a classical recommender system running on CPUs to a generative AI agentic system making recommendations across the entire platform. "Everything from the way social media works and the way they recommend ads and help advertisers create content has fundamentally been changed. And their earnings show it." "That's the reason why they're investing so hard. They see a much larger future potential for it." Mark Zuckerberg $META is spending $70B+ on AI this year.

WOLF

724,740 görüntüleme • 1 ay önce

Meta is paying $100M signing bonuses to steal AI engineers - Anthropic got Karpathy anyway. Andrej Karpathy moved from Slovakia to Toronto at 15 wanted to do quantum computing got bored, switched to AI now he's building the next Claude at Anthropic here's his story: > studied under Geoffrey Hinton - the Godfather of AI > PhD at Stanford under Fei-Fei Li - she taught him how to think > coined the term "vibe coding" - guiding AI instead of writing code > one of the founding members of OpenAI > Elon Musk personally recruited him to lead Tesla Autopilot AI > now on Anthropic's pre-training team - teaching Claude how to understand the world in 2012 he wrote: "we are very, very far, this depresses me" 10 years later he's one of the people building the systems he thought were impossible Meta reportedly offers OpenAI engineers $100M signing bonuses to switch sides and even Karpathy tweeted: "I've never felt this much behind as a programmer" the AI race is moving so fast even the people building it can't keep up

Meta is paying $100M signing bonuses to steal AI engineers - Anthropic got Karpathy anyway. Andrej Karpathy moved from Slovakia to Toronto at 15 wanted to do quantum computing got bored, switched to AI now he's building the next Claude at Anthropic here's his story: > studied under Geoffrey Hinton - the Godfather of AI > PhD at Stanford under Fei-Fei Li - she taught him how to think > coined the term "vibe coding" - guiding AI instead of writing code > one of the founding members of OpenAI > Elon Musk personally recruited him to lead Tesla Autopilot AI > now on Anthropic's pre-training team - teaching Claude how to understand the world in 2012 he wrote: "we are very, very far, this depresses me" 10 years later he's one of the people building the systems he thought were impossible Meta reportedly offers OpenAI engineers $100M signing bonuses to switch sides and even Karpathy tweeted: "I've never felt this much behind as a programmer" the AI race is moving so fast even the people building it can't keep up

hammertime

378,175 görüntüleme • 1 ay önce

Demis Hassabis said that 90% of the breakthroughs the entire AI industry runs on came out of Google. Every competitor is building on work his teams did first. He said it without flinching. Over the last decade, he claims 90% or more of the big breakthroughs that underpin modern AI came from Google Brain or DeepMind. Transformers. AlphaGo. The reinforcement learning everything now depends on. Transformers are the T in GPT. The architecture that made every large language model possible came out of Google in 2017, in a paper called Attention Is All You Need. His point was simple. Every rival lab is running on foundations his people poured. But here is what he left out. Of the eight authors who wrote that transformer paper, all eight left Google. They went on to found or join OpenAI, Anthropic, and their own startups now worth billions. Google invented the engine. Then watched the inventors walk out the door and build the competition. He says Google still has the biggest research bench of any lab on earth, and the talent war is the most ferocious tech has ever seen. Everyone treats this race like the labs are evenly matched. The man who started fifteen years early does not see it that way. The people who left with his blueprint might be the reason he has to keep proving it. (Watch the full interview at Semafor on YouTube)

Demis Hassabis said that 90% of the breakthroughs the entire AI industry runs on came out of Google. Every competitor is building on work his teams did first. He said it without flinching. Over the last decade, he claims 90% or more of the big breakthroughs that underpin modern AI came from Google Brain or DeepMind. Transformers. AlphaGo. The reinforcement learning everything now depends on. Transformers are the T in GPT. The architecture that made every large language model possible came out of Google in 2017, in a paper called Attention Is All You Need. His point was simple. Every rival lab is running on foundations his people poured. But here is what he left out. Of the eight authors who wrote that transformer paper, all eight left Google. They went on to found or join OpenAI, Anthropic, and their own startups now worth billions. Google invented the engine. Then watched the inventors walk out the door and build the competition. He says Google still has the biggest research bench of any lab on earth, and the talent war is the most ferocious tech has ever seen. Everyone treats this race like the labs are evenly matched. The man who started fifteen years early does not see it that way. The people who left with his blueprint might be the reason he has to keep proving it. (Watch the full interview at Semafor on YouTube)

Ihtesham Ali

35,961 görüntüleme • 22 gün önce

Peter Thiel on the question he asks every startup founder he invests in “Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?” The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world. Thiel believes the best answer is something along the lines of: “This is the only place in the world where you can work on this incredibly important problem.” He continues: “It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.” If it’s a problem that a bunch of other team are working on, it will be hard to attract a truly world-class employee #20.

Peter Thiel on the question he asks every startup founder he invests in “Why will the 20th talented person join your company when they can get paid way more at Google, they will have to work way less hard at Google, and it will look better on their resume to go to Google?” The 20th employee won’t get the equity or prestige that someone on the founding team will get, so there needs to be another incentive if you’re going to build a truly great company and attract the best people in the world. Thiel believes the best answer is something along the lines of: “This is the only place in the world where you can work on this incredibly important problem.” He continues: “It has to—on some dimension—be a really important problem that at least some people think is the most important problem in the world. Those are the kind of businesses that are unique, and when they work, they end up being leaders in their respective markets.” If it’s a problem that a bunch of other team are working on, it will be hard to attract a truly world-class employee #20.

Startup Archive

316,188 görüntüleme • 10 ay önce

Donald Trump on why "working at a relationship" is the wrong advice: Larry King asks Donald and Melania what makes their marriage work. Donald says he doesn't consider himself a workaholic because he genuinely loves what he does — and then explains why he refuses to apply that same effort to his marriage. "I work very hard from early in the morning till late in the evening," he says. "I don't want to go home and have to work at a relationship." It's his parents: "It's like my mother and father, they were married 63 years. I've always heard you have to work at a good relationship. My father didn't work at a good relationship. He went home, he had dinner, he went to bed, he took it easy, he watched television. My mother did the same thing. She cooked him dinner. And it was just one of those things. It wasn't work." He pushes back directly on the conventional wisdom: "I always heard, you have to work, work, work at a relationship… a relationship, we have to work at it. In my opinion, doesn't work. So maybe I'm wrong." Donald and Melania met at a New York Fashion Week party in September 1998. He was supposed to be meeting a different supermodel that night, but spotted Melania sitting next to her and told the introducer to forget it. They dated for five years before getting engaged. His pitch for why it worked: "We literally have never had an argument or forget about the word fight. We never even had an argument. We just are very compatible." Melania describes the same dynamic from her side. She doesn't try to pull him away from his work ("Saturdays, Sundays, he's playing golf, he's working all the time") and she doesn't see that as a problem. "It's his passion. He loves it. It doesn't bother me. I don't want to change him. I don't want to say, come home and be with me. I want to give him a space. And I think that's very important in the relationship."

Donald Trump on why "working at a relationship" is the wrong advice: Larry King asks Donald and Melania what makes their marriage work. Donald says he doesn't consider himself a workaholic because he genuinely loves what he does — and then explains why he refuses to apply that same effort to his marriage. "I work very hard from early in the morning till late in the evening," he says. "I don't want to go home and have to work at a relationship." It's his parents: "It's like my mother and father, they were married 63 years. I've always heard you have to work at a good relationship. My father didn't work at a good relationship. He went home, he had dinner, he went to bed, he took it easy, he watched television. My mother did the same thing. She cooked him dinner. And it was just one of those things. It wasn't work." He pushes back directly on the conventional wisdom: "I always heard, you have to work, work, work at a relationship… a relationship, we have to work at it. In my opinion, doesn't work. So maybe I'm wrong." Donald and Melania met at a New York Fashion Week party in September 1998. He was supposed to be meeting a different supermodel that night, but spotted Melania sitting next to her and told the introducer to forget it. They dated for five years before getting engaged. His pitch for why it worked: "We literally have never had an argument or forget about the word fight. We never even had an argument. We just are very compatible." Melania describes the same dynamic from her side. She doesn't try to pull him away from his work ("Saturdays, Sundays, he's playing golf, he's working all the time") and she doesn't see that as a problem. "It's his passion. He loves it. It doesn't bother me. I don't want to change him. I don't want to say, come home and be with me. I want to give him a space. And I think that's very important in the relationship."

History Nerd

110,443 görüntüleme • 24 gün önce

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Chris Camillo just made the most bullish case on $AMZN. Everyone worried when Amazon raised their capex to $200 billion Camillo believes they might make that $200 billion back on their Anthropic investment alone when Anthropic IPOs. What Amazon has done in the last 18 months is remarkable in scope. They didn't try to win the foundation model race against OpenAI and Google directly. They went a completely different direction, positioning themselves as the infrastructure underneath everything that is AI. Trainium chips, cloud buildout, advertising integration and equity stakes in two of the three most important AI companies on the planet. First Anthropic. Now $50 billion into OpenAI on top of that. And that OpenAI investment isn't just a financial bet. It ties OpenAI into Amazon's cloud ecosystem, probably permanently. Two of the big three AI labs now run on Amazon infrastructure. Google is the only one that doesn't. The market has spent two years debating who builds the best model. Amazon decided to own the plumbing those models run on and bought equity in the winners while they were at it.

Milk Road Macro

55,169 görüntüleme • 1 ay önce

Anthropic Quant Andrej Karpathy: "Most people use tools that they don't understand - the ones who strip everything down to basics - end up faster than everyone else " "the best code is the code anyone can read " he couldn't fix a bug in 2 hours, so instead of googling - he rewrote the entire system from scratch no frameworks. no dependencies. it ended up faster that's the difference between using AI and understanding it 25-min masterclass - bookmark and watch

Anthropic Quant Andrej Karpathy: "Most people use tools that they don't understand - the ones who strip everything down to basics - end up faster than everyone else " "the best code is the code anyone can read " he couldn't fix a bug in 2 hours, so instead of googling - he rewrote the entire system from scratch no frameworks. no dependencies. it ended up faster that's the difference between using AI and understanding it 25-min masterclass - bookmark and watch

codila

378,561 görüntüleme • 28 gün önce

Sam Altman on competition with Google: ▫️a huge threat ▫️if they had taken OpenAI seriously in 2023, could have “smashed” the startup ▫️Google has “probably the greatest business model” in tech and hesitant to give it up ▫️this is opportunity for OpenAI, since it is redesigning the computing experience from scratch while Google is “bolting AI onto the existing way of doing things” ▫️he believes Google’s approach of “bolting AI” is a weakness “even though they have this huge distribution advantage.”

Sam Altman on competition with Google: ▫️a huge threat ▫️if they had taken OpenAI seriously in 2023, could have “smashed” the startup ▫️Google has “probably the greatest business model” in tech and hesitant to give it up ▫️this is opportunity for OpenAI, since it is redesigning the computing experience from scratch while Google is “bolting AI onto the existing way of doing things” ▫️he believes Google’s approach of “bolting AI” is a weakness “even though they have this huge distribution advantage.”

Bearly AI

411,986 görüntüleme • 6 ay önce

a Google researcher walked into MIT and made an AI do math correctly by adding seven words to the prompt. the seven words: "you are an MIT mathematician." drop them, model gets it wrong. add them, right. same model. same question. every time. Carter Smith. runs Gemini at Google. 1 hour. free. he then spent the next 50 minutes explaining why. it is the cleanest hour on how LLMs actually work I have seen in two years. you will come back to this. save it now.

a Google researcher walked into MIT and made an AI do math correctly by adding seven words to the prompt. the seven words: "you are an MIT mathematician." drop them, model gets it wrong. add them, right. same model. same question. every time. Carter Smith. runs Gemini at Google. 1 hour. free. he then spent the next 50 minutes explaining why. it is the cleanest hour on how LLMs actually work I have seen in two years. you will come back to this. save it now.

Raytar

20,399 görüntüleme • 1 ay önce

Google just STOLE Apple away from OpenAI... And it might decide who wins the AI race. Apple announced a multi-year $1 billion deal with Google to power the next generation of Siri using Gemini AI. Not ChatGPT. Gemini. This is the same Apple that 18 months ago announced a partnership with OpenAI to integrate ChatGPT into iPhones. Everyone thought that meant OpenAI won. Turns out it was an audition. And OpenAI failed. Here's why: June 2024: Apple announces OpenAI partnership. Sam Altman tweets: "very happy to be partnering with apple." Media declares OpenAI the winner of the AI race. December 2025: Sam Altman issues "code red" at OpenAI. Tells everyone to pause everything and ship ChatGPT 5.2 faster. Why the panic? Google released Gemini 3 and it was actually good. January 2026: Apple picks Google. ChatGPT stays as an "optional feature" for complicated queries. But Gemini becomes the DEFAULT intelligence layer for 2 billion Apple devices. The financial reality: Apple pays OpenAI $0 But Apple pays Google $1 BILLION per year That's a verdict. The excuse OpenAI gave for why they did it for free was "exposure to millions of iPhone users." Which basically means "we couldn't negotiate worth shit." Meanwhile Google walked away with both the money AND the distribution. Why Google won: Infrastructure ownership. OpenAI runs on Microsoft's Azure cloud. That creates a dependency chain: Apple → OpenAI → Microsoft. 3 companies. 3 points of failure. Google owns its entire stack. One relationship. Zero middlemen. Apple's statement said Google's technology provides "the most capable foundation." Not "most innovative." Not "best partner." Most CAPABLE. In other words, OpenAI's tech couldn't handle the scale. The Alphabet boost: Google's stock hit $4 trillion market cap after the announcement. Up 65% in 2024 on AI momentum alone. This deal validates Google's pivot from "search company" to "AI infrastructure company." Now they power Samsung's Galaxy AI AND Apple's Siri. Billions of mobile devices running on Gemini. OpenAI's big problem here: Still no profit. Ever. Anthropic is stealing enterprise customers. DeepSeek launched a price war forcing ChatGPT to cut prices. GPT-5 was overhyped and underwhelming. Circular financing deals are getting scrutinized. And now Apple just downgraded them from partner to backup option. That "code red" in December? Too little, too late. The reality everyone's missing: This isn't about chatbot quality. It's about who owns the infrastructure to power billions of devices. Google proved it with Samsung. Now Apple. OpenAI proved it can build a viral product but can't scale it profitably. Very different skill sets. Elon called it "unreasonable concentration of power for Google." He's right. But that's exactly why Apple chose them. Apple doesn't want a startup partner. They want a utility provider. Google is now the default AI for Android AND iOS. OpenAI is relegated to opt-in queries for people who specifically request ChatGPT. That's the difference between infrastructure and feature. The next 12 months: Apple launches Gemini-powered Siri in spring 2026. If it works, every iPhone user defaults to Google's AI. ChatGPT becomes the thing people use when Siri can't answer. The backup plan. My takeaway for entrepreneurs watching this: Distribution beats innovation. Google didn't necessarily build a better chatbot. They built better infrastructure and negotiated better terms. OpenAI won the hype race. Google won the business war. What do you think can save OpenAI now?

Google just STOLE Apple away from OpenAI... And it might decide who wins the AI race. Apple announced a multi-year $1 billion deal with Google to power the next generation of Siri using Gemini AI. Not ChatGPT. Gemini. This is the same Apple that 18 months ago announced a partnership with OpenAI to integrate ChatGPT into iPhones. Everyone thought that meant OpenAI won. Turns out it was an audition. And OpenAI failed. Here's why: June 2024: Apple announces OpenAI partnership. Sam Altman tweets: "very happy to be partnering with apple." Media declares OpenAI the winner of the AI race. December 2025: Sam Altman issues "code red" at OpenAI. Tells everyone to pause everything and ship ChatGPT 5.2 faster. Why the panic? Google released Gemini 3 and it was actually good. January 2026: Apple picks Google. ChatGPT stays as an "optional feature" for complicated queries. But Gemini becomes the DEFAULT intelligence layer for 2 billion Apple devices. The financial reality: Apple pays OpenAI $0 But Apple pays Google $1 BILLION per year That's a verdict. The excuse OpenAI gave for why they did it for free was "exposure to millions of iPhone users." Which basically means "we couldn't negotiate worth shit." Meanwhile Google walked away with both the money AND the distribution. Why Google won: Infrastructure ownership. OpenAI runs on Microsoft's Azure cloud. That creates a dependency chain: Apple → OpenAI → Microsoft. 3 companies. 3 points of failure. Google owns its entire stack. One relationship. Zero middlemen. Apple's statement said Google's technology provides "the most capable foundation." Not "most innovative." Not "best partner." Most CAPABLE. In other words, OpenAI's tech couldn't handle the scale. The Alphabet boost: Google's stock hit $4 trillion market cap after the announcement. Up 65% in 2024 on AI momentum alone. This deal validates Google's pivot from "search company" to "AI infrastructure company." Now they power Samsung's Galaxy AI AND Apple's Siri. Billions of mobile devices running on Gemini. OpenAI's big problem here: Still no profit. Ever. Anthropic is stealing enterprise customers. DeepSeek launched a price war forcing ChatGPT to cut prices. GPT-5 was overhyped and underwhelming. Circular financing deals are getting scrutinized. And now Apple just downgraded them from partner to backup option. That "code red" in December? Too little, too late. The reality everyone's missing: This isn't about chatbot quality. It's about who owns the infrastructure to power billions of devices. Google proved it with Samsung. Now Apple. OpenAI proved it can build a viral product but can't scale it profitably. Very different skill sets. Elon called it "unreasonable concentration of power for Google." He's right. But that's exactly why Apple chose them. Apple doesn't want a startup partner. They want a utility provider. Google is now the default AI for Android AND iOS. OpenAI is relegated to opt-in queries for people who specifically request ChatGPT. That's the difference between infrastructure and feature. The next 12 months: Apple launches Gemini-powered Siri in spring 2026. If it works, every iPhone user defaults to Google's AI. ChatGPT becomes the thing people use when Siri can't answer. The backup plan. My takeaway for entrepreneurs watching this: Distribution beats innovation. Google didn't necessarily build a better chatbot. They built better infrastructure and negotiated better terms. OpenAI won the hype race. Google won the business war. What do you think can save OpenAI now?

Ricardo

50,663 görüntüleme • 6 ay önce

Well well well. On the LOOONG weekend where things keep happening. I was on the way home from grabbing some takeout before heading to work tomorrow, and look what I stumbled into testing on Chucks Unprotected Left Turn in Jacksonville FL. The Cybercab! It had a driver in the drivers seat and was most likely collecting data. But this is further indication that this Tesla Robotaxi thing is going to explode before we know it. Its coming. Get ready. Tesla AI

Well well well. On the LOOONG weekend where things keep happening. I was on the way home from grabbing some takeout before heading to work tomorrow, and look what I stumbled into testing on Chucks Unprotected Left Turn in Jacksonville FL. The Cybercab! It had a driver in the drivers seat and was most likely collecting data. But this is further indication that this Tesla Robotaxi thing is going to explode before we know it. Its coming. Get ready. Tesla AI

Chuck Cook

146,318 görüntüleme • 13 gün önce

🇺🇸 STEVE WITKOFF: TRUMP HAS DONE GOD'S WORK ON SEVEN SEPARATE CONFLICTS "The president has done God's work on seven separate conflicts here. And why? Because at heart he is a humanitarian. He wants to see the killing end. And I can tell you this, I just hope that when it comes time to assess, from a Nobel Peace Prize standpoint, the type of work that President Trump has done, that it is widely acknowledged exactly what has happened out there on the world stage." Source: Special Envoy Steve Witkoff Bret Baier

🇺🇸 STEVE WITKOFF: TRUMP HAS DONE GOD'S WORK ON SEVEN SEPARATE CONFLICTS "The president has done God's work on seven separate conflicts here. And why? Because at heart he is a humanitarian. He wants to see the killing end. And I can tell you this, I just hope that when it comes time to assess, from a Nobel Peace Prize standpoint, the type of work that President Trump has done, that it is widely acknowledged exactly what has happened out there on the world stage." Source: Special Envoy Steve Witkoff Bret Baier

Mario Nawfal

57,375 görüntüleme • 10 ay önce

Kevin O'Leary thought Tesla was a joke and wanted to short it before making 1,000% “My son, who’s an electrical engineer, was interning at Tesla and I was about to go on the Halftime Report on CNBC. Tesla was downgraded that day. Before all the splits, it was trading at $236” “Trevor said to me, ‘Dad, why don't you own some $TSLA? I work there as an intern.’ And I said, ‘I want to short that stock. It's such a joke. It's a car company trading at a ridiculous price’” “He said, ‘No, you're the joke. You don't understand what Tesla does. I work there. It's not a car company. It's a data company. Every time a car drives a mile, it goes back to the server and it tells the resolution of that road. It gets better and better because every mile a Tesla drives, it goes into the database of mapping for autonomous cars’” “I thought, ‘Fuck, I didn't know that.’ He said, ‘No kidding. You have a ton of money. Why don't you buy some of this stock’” “Just before I went on the air, I took my phone out and I bought a block of the stock in my personal account. Then I forgot about it. One day I opened up the thing and I was up 1,000%” “So I started selling it and selling it. It kept going up and I kept selling it and selling it. My cost base is zero. It doesn't matter what happens to Tesla now. I made a ton of money on it”

Kevin O'Leary thought Tesla was a joke and wanted to short it before making 1,000% “My son, who’s an electrical engineer, was interning at Tesla and I was about to go on the Halftime Report on CNBC. Tesla was downgraded that day. Before all the splits, it was trading at $236” “Trevor said to me, ‘Dad, why don't you own some $TSLA? I work there as an intern.’ And I said, ‘I want to short that stock. It's such a joke. It's a car company trading at a ridiculous price’” “He said, ‘No, you're the joke. You don't understand what Tesla does. I work there. It's not a car company. It's a data company. Every time a car drives a mile, it goes back to the server and it tells the resolution of that road. It gets better and better because every mile a Tesla drives, it goes into the database of mapping for autonomous cars’” “I thought, ‘Fuck, I didn't know that.’ He said, ‘No kidding. You have a ton of money. Why don't you buy some of this stock’” “Just before I went on the air, I took my phone out and I bought a block of the stock in my personal account. Then I forgot about it. One day I opened up the thing and I was up 1,000%” “So I started selling it and selling it. It kept going up and I kept selling it and selling it. My cost base is zero. It doesn't matter what happens to Tesla now. I made a ton of money on it”

dank

1,480,399 görüntüleme • 1 ay önce