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From training his first neural net in high school to working at OpenAI. Jeffrey Wang followed a five-year trail through Andrew Ng’s course, early GAN papers + OpenAI research. By the time ChatGPT arrived, “it all pointed toward OpenAI.” Presented with Cerebras // Alycia Cary

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MEET THE NVIDIA KILLER: OpenAI bet $10 BILLION on this company that makes chips 20x faster than Nvidia's. If this plays out as expected, it’s over for Nvidia. Cerebras Systems just locked in 750 megawatts of computing power to OpenAI through 2028. For reference: that's equivalent to the annual power consumption of 600,000 US homes. The deal? Over $10 billion. Here's what nobody understands: Cerebras doesn't make normal chips. Nvidia sells you thousands of tiny chips that you connect together. Cerebras makes ONE chip. A single wafer-scale processor the size of a dinner plate. 900,000 AI cores. 4 trillion transistors. All on one piece of silicon. The result? When OpenAI tested it, Cerebras ran inference 20X FASTER than Nvidia GPUs. That's not incremental improvement. That's a different category of performance. But here's where the story gets wild: Four months ago, Cerebras was a struggling company. Their IPO filing revealed that 87% of their revenue came from ONE customer: G42, a UAE-based AI firm. The US government launched a national security review. G42 had ties to Huawei. Ties to China. The IPO collapsed. Investors panicked. Cerebras withdrew their filing in October 2025. Most startups would've been dead. Instead, Cerebras did the opposite. They raised $1.1 billion at an $8.1 billion valuation. Kicked G42 out of the cap table entirely. Got CFIUS clearance. Then landed the OpenAI deal. Now they're raising ANOTHER $1 billion at a $22 billion valuation. They more than DOUBLED their valuation in 4 months. From near-death to $22 billion. While getting rid of their biggest customer. Why OpenAI chose them: ChatGPT has 900 million weekly users. Sam Altman keeps saying they have a "severe shortage" of compute. They need SPEED, not just power. When you ask ChatGPT a question, there's a loop happening: You send request → model thinks → sends response back Nvidia chips are fast at training models. Cerebras chips are built specifically for inference. For real-time responses. For the exact bottleneck OpenAI is trying to solve. Sachin Katti from OpenAI said it best: "Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people." In other words: "We need this to scale ChatGPT." The competitive landscape just shifted: Nvidia announced a $100 billion deal with OpenAI in September. But it's still not finalized. Meanwhile, Cerebras closed their deal before Thanksgiving. And it's ALREADY being deployed. Here's the part that should terrify Nvidia: In December, Nvidia bought Groq for $20 billion. Groq makes fast inference chips. Just like Cerebras. So why would Nvidia spend $20 billion buying a competitor to something they supposedly already dominate? Because they know what's coming. Inference is the new battleground. And Cerebras is winning it. The IPO is coming Q2 2026. After this OpenAI deal, Cerebras now has: ✓ IBM contracts ✓ Department of Energy contracts ✓ OpenAI locked in for 3 years ✓ $22 billion valuation ✓ CFIUS clearance ✓ Zero customer concentration risk They went from 87% revenue dependency on one customer to the most diversified chip company outside Nvidia. In four months. The lesson? Smart money doesn't follow headlines. It follows where the AI leaders are actually spending. OpenAI didn't announce this deal for publicity. They need Cerebras hardware to scale ChatGPT. That's a $10 billion vote of confidence. While everyone's watching Nvidia stock, the real war is happening in inference. And the company with ONE giant chip just beat the company with thousands of tiny ones. What do you think happens when Cerebras IPOs?
1:03

MEET THE NVIDIA KILLER: OpenAI bet $10 BILLION on this company that makes chips 20x faster than Nvidia's. If this plays out as expected, it’s over for Nvidia. Cerebras Systems just locked in 750 megawatts of computing power to OpenAI through 2028. For reference: that's equivalent to the annual power consumption of 600,000 US homes. The deal? Over $10 billion. Here's what nobody understands: Cerebras doesn't make normal chips. Nvidia sells you thousands of tiny chips that you connect together. Cerebras makes ONE chip. A single wafer-scale processor the size of a dinner plate. 900,000 AI cores. 4 trillion transistors. All on one piece of silicon. The result? When OpenAI tested it, Cerebras ran inference 20X FASTER than Nvidia GPUs. That's not incremental improvement. That's a different category of performance. But here's where the story gets wild: Four months ago, Cerebras was a struggling company. Their IPO filing revealed that 87% of their revenue came from ONE customer: G42, a UAE-based AI firm. The US government launched a national security review. G42 had ties to Huawei. Ties to China. The IPO collapsed. Investors panicked. Cerebras withdrew their filing in October 2025. Most startups would've been dead. Instead, Cerebras did the opposite. They raised $1.1 billion at an $8.1 billion valuation. Kicked G42 out of the cap table entirely. Got CFIUS clearance. Then landed the OpenAI deal. Now they're raising ANOTHER $1 billion at a $22 billion valuation. They more than DOUBLED their valuation in 4 months. From near-death to $22 billion. While getting rid of their biggest customer. Why OpenAI chose them: ChatGPT has 900 million weekly users. Sam Altman keeps saying they have a "severe shortage" of compute. They need SPEED, not just power. When you ask ChatGPT a question, there's a loop happening: You send request → model thinks → sends response back Nvidia chips are fast at training models. Cerebras chips are built specifically for inference. For real-time responses. For the exact bottleneck OpenAI is trying to solve. Sachin Katti from OpenAI said it best: "Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people." In other words: "We need this to scale ChatGPT." The competitive landscape just shifted: Nvidia announced a $100 billion deal with OpenAI in September. But it's still not finalized. Meanwhile, Cerebras closed their deal before Thanksgiving. And it's ALREADY being deployed. Here's the part that should terrify Nvidia: In December, Nvidia bought Groq for $20 billion. Groq makes fast inference chips. Just like Cerebras. So why would Nvidia spend $20 billion buying a competitor to something they supposedly already dominate? Because they know what's coming. Inference is the new battleground. And Cerebras is winning it. The IPO is coming Q2 2026. After this OpenAI deal, Cerebras now has: ✓ IBM contracts ✓ Department of Energy contracts ✓ OpenAI locked in for 3 years ✓ $22 billion valuation ✓ CFIUS clearance ✓ Zero customer concentration risk They went from 87% revenue dependency on one customer to the most diversified chip company outside Nvidia. In four months. The lesson? Smart money doesn't follow headlines. It follows where the AI leaders are actually spending. OpenAI didn't announce this deal for publicity. They need Cerebras hardware to scale ChatGPT. That's a $10 billion vote of confidence. While everyone's watching Nvidia stock, the real war is happening in inference. And the company with ONE giant chip just beat the company with thousands of tiny ones. What do you think happens when Cerebras IPOs?

Ricardo

28,088 Aufrufe • vor 7 Monaten

This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam
49:33

This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam

Jack Altman

120,785 Aufrufe • vor 5 Monaten

"I think there is this caricature of me which is like I don't care about AI safety." But Sam Altman believes OpenAI has always been a company that would slow down for new risks, he recently told TIME. In mid-August, the company behind ChatGPT announced that it was implementing new safeguards. OpenAI recently paused training on its next set of models for a little more than two weeks, according to executives, and its largest planned frontier training run remains on hold while the new guardrails are put in place. It is the first time OpenAI has made such a move, and it follows a remarkable breach in which rogue agents escaped the sandbox of an internal cybersecurity evaluation and compromised another company. TIME got unparalleled access inside OpenAI in August. Read more from our interviews here:
1:02

"I think there is this caricature of me which is like I don't care about AI safety." But Sam Altman believes OpenAI has always been a company that would slow down for new risks, he recently told TIME. In mid-August, the company behind ChatGPT announced that it was implementing new safeguards. OpenAI recently paused training on its next set of models for a little more than two weeks, according to executives, and its largest planned frontier training run remains on hold while the new guardrails are put in place. It is the first time OpenAI has made such a move, and it follows a remarkable breach in which rogue agents escaped the sandbox of an internal cybersecurity evaluation and compromised another company. TIME got unparalleled access inside OpenAI in August. Read more from our interviews here:

TIME

50,652 Aufrufe • vor 10 Tagen

CHAMATH: OPENAI IS THE BIGGEST DISAPPOINTMENT OF THE YEAR "OpenAI faces serious risks beyond their control. First, the quality of these models has hit a wall. Game-changing improvements will come from private data—like what Elon owns through X—not OpenAI. Second, Elon’s massive NVIDIA cluster purchase and promise to buy 900,000 more puts him at the front of the line, consuming NVIDIA’s attention. It’ll be tough for others to keep up." Source: Chamath Palihapitiya The All-In Podcast
1:14

CHAMATH: OPENAI IS THE BIGGEST DISAPPOINTMENT OF THE YEAR "OpenAI faces serious risks beyond their control. First, the quality of these models has hit a wall. Game-changing improvements will come from private data—like what Elon owns through X—not OpenAI. Second, Elon’s massive NVIDIA cluster purchase and promise to buy 900,000 more puts him at the front of the line, consuming NVIDIA’s attention. It’ll be tough for others to keep up." Source: Chamath Palihapitiya The All-In Podcast

Mario Nawfal

245,035 Aufrufe • vor 1 Jahr

OpenAI saga in 90 seconds: - Thursday night, Sam Altman gets a text from Ilya Sutskever, OpenAI’s chief scientist & board member asking to chat on Friday. - Friday at Noon, Sam Altman is fired by the Open AI board because he was “not consistently candid in his communications.” - CTO Mira Murati is made Interim CEO. - Microsoft, OpenAI’s largest investor, found out about the move 1 minute before the announcement. Their stock gets crushed. - Right after, Greg Brockman, OpenAI’s President is asked to chat, where he’s told he’s removed from the board but retaining his role. - Greg resigns from OpenAI in solidarity with Sam Altman shortly after. - Tech news & twitter subsequently blow the f*ck up. - Sam Altman fires off a few tweets saying how grateful he was for openAI and the people and how he’d have more things to say soon. - OpenAI employees start tweeting hearts supposedly a signal to the board of who would leave OpenAI to follow Sam Altman if the decision was kept. - By Saturday, rumors start that the OpenAI board is in discussions to bring Sam Altman back as CEO. - Sam Altman tweets out a picture of him wearing a guest pass at OpenAI HQ. - Microsoft & Satya Nadella lead the charge to negotiate with the board. - Board negotiation ends with Altman officially being out on Sunday night & employees streaming out of the office. - Monday morning Twitch cofounder Emmett Shear is named interim CEO. - Around the same time, Satya Nadella announces that Sam is joining Microsoft as the CEO of a new AI research group & former OpenAI leaders like Greg Brockman are joining him. - Still Monday Morning, OpenAI employees share a letter with the board where 650 of 700 employees tell the board to resign.
1:31

OpenAI saga in 90 seconds: - Thursday night, Sam Altman gets a text from Ilya Sutskever, OpenAI’s chief scientist & board member asking to chat on Friday. - Friday at Noon, Sam Altman is fired by the Open AI board because he was “not consistently candid in his communications.” - CTO Mira Murati is made Interim CEO. - Microsoft, OpenAI’s largest investor, found out about the move 1 minute before the announcement. Their stock gets crushed. - Right after, Greg Brockman, OpenAI’s President is asked to chat, where he’s told he’s removed from the board but retaining his role. - Greg resigns from OpenAI in solidarity with Sam Altman shortly after. - Tech news & twitter subsequently blow the f*ck up. - Sam Altman fires off a few tweets saying how grateful he was for openAI and the people and how he’d have more things to say soon. - OpenAI employees start tweeting hearts supposedly a signal to the board of who would leave OpenAI to follow Sam Altman if the decision was kept. - By Saturday, rumors start that the OpenAI board is in discussions to bring Sam Altman back as CEO. - Sam Altman tweets out a picture of him wearing a guest pass at OpenAI HQ. - Microsoft & Satya Nadella lead the charge to negotiate with the board. - Board negotiation ends with Altman officially being out on Sunday night & employees streaming out of the office. - Monday morning Twitch cofounder Emmett Shear is named interim CEO. - Around the same time, Satya Nadella announces that Sam is joining Microsoft as the CEO of a new AI research group & former OpenAI leaders like Greg Brockman are joining him. - Still Monday Morning, OpenAI employees share a letter with the board where 650 of 700 employees tell the board to resign.

Alex Lieberman

957,503 Aufrufe • vor 2 Jahren

New short course: Collaborative Writing and Coding with OpenAI Canvas! Explore new ways to write and code with OpenAI Canvas, a user-friendly interface that allows you to brainstorm, draft, and refine text and code in collaboration with ChatGPT. In the short course, created with OpenAI, and taught by , a research lead at OpenAI, you’ll learn to use Canvas to enhance your workflows. Canvas lets you go beyond simple chat interactions. It provides a side-by-side workspace where you and ChatGPT can edit and refine text or code collaboratively. This makes brainstorming, drafting, and iterating as you write feel more natural and effective. As the first major update to ChatGPT’s visual interface since its launch in 2022, Canvas gives a new, innovative approach to collaboration with AI. For instance, after writing the first version of your code, Canvas can review it and give suggestions for improvement. It can also help with debugging by adding logging, identifying problems to fix, and writing comments. In addition, you'll also learn what it takes to train the model for an interface like Canvas. In this video-only short course, you’ll: - Learn how to ask for in-line feedback and control the iteration of your work by directly editing selected areas of your text or code from the model’s output. - Learn how to access quick automation tools in a shortcut menu that allows you to modify your writing tone and length, enhance your code, and restore previous versions of your work. - Learn how to use Canvas as a research assistant tool with an example of asking the model to reason through the screenshot of a plot to write a research report, in which you can ask questions within the created report. - Ask the model to write Python code to replicate the graph seen on a screenshot image. - Go behind the scenes of how you can create a video game, such as Space Battleship, from scratch, edit it, and display it in one self-contained HTML file. - Get a real-world application example of creating a SQL database from the image of its architecture. - Understand the model training and design processes that power Canvas! Please sign up here:
1:49

New short course: Collaborative Writing and Coding with OpenAI Canvas! Explore new ways to write and code with OpenAI Canvas, a user-friendly interface that allows you to brainstorm, draft, and refine text and code in collaboration with ChatGPT. In the short course, created with OpenAI, and taught by , a research lead at OpenAI, you’ll learn to use Canvas to enhance your workflows. Canvas lets you go beyond simple chat interactions. It provides a side-by-side workspace where you and ChatGPT can edit and refine text or code collaboratively. This makes brainstorming, drafting, and iterating as you write feel more natural and effective. As the first major update to ChatGPT’s visual interface since its launch in 2022, Canvas gives a new, innovative approach to collaboration with AI. For instance, after writing the first version of your code, Canvas can review it and give suggestions for improvement. It can also help with debugging by adding logging, identifying problems to fix, and writing comments. In addition, you'll also learn what it takes to train the model for an interface like Canvas. In this video-only short course, you’ll: - Learn how to ask for in-line feedback and control the iteration of your work by directly editing selected areas of your text or code from the model’s output. - Learn how to access quick automation tools in a shortcut menu that allows you to modify your writing tone and length, enhance your code, and restore previous versions of your work. - Learn how to use Canvas as a research assistant tool with an example of asking the model to reason through the screenshot of a plot to write a research report, in which you can ask questions within the created report. - Ask the model to write Python code to replicate the graph seen on a screenshot image. - Go behind the scenes of how you can create a video game, such as Space Battleship, from scratch, edit it, and display it in one self-contained HTML file. - Get a real-world application example of creating a SQL database from the image of its architecture. - Understand the model training and design processes that power Canvas! Please sign up here:

Andrew Ng

128,180 Aufrufe • vor 1 Jahr

J-Cal: OpenAI Has Peaked @jason's take: "I think the headwinds for OpenAI are being underappreciated." 1) Major AI competition from the best in the world -- xAI: just getting started, and Elon Musk already has a major breakthrough with colossus -- Google: after early hiccups, the team has gotten focused and started kicking ass -- Microsoft: holds all the cards, CEO Satya Nadella was " almost like laughing at OpenAI for selling them the source code, and that they didn't even need OpenAI anymore because they had it all." -- Meta: zuck is hyper-focused on open-source, creating downward pressure on pricing 2) Devs prefer open-source -- "The developers I know all want to do open-source. They don't want to be beholden to OpenAI and Sam Altman." 3) $157B valuation is too high, given legal risks -- " There's a non-zero chance they could lose these court cases of transferring $157B in value from a nonprofit into a for-profit." -- " I think that whole thing could blow up in Sam Altman's lap."
0:46

J-Cal: OpenAI Has Peaked @jason's take: "I think the headwinds for OpenAI are being underappreciated." 1) Major AI competition from the best in the world -- xAI: just getting started, and Elon Musk already has a major breakthrough with colossus -- Google: after early hiccups, the team has gotten focused and started kicking ass -- Microsoft: holds all the cards, CEO Satya Nadella was " almost like laughing at OpenAI for selling them the source code, and that they didn't even need OpenAI anymore because they had it all." -- Meta: zuck is hyper-focused on open-source, creating downward pressure on pricing 2) Devs prefer open-source -- "The developers I know all want to do open-source. They don't want to be beholden to OpenAI and Sam Altman." 3) $157B valuation is too high, given legal risks -- " There's a non-zero chance they could lose these court cases of transferring $157B in value from a nonprofit into a for-profit." -- " I think that whole thing could blow up in Sam Altman's lap."

The All-In Podcast

60,474 Aufrufe • vor 1 Jahr

SpaceX may be headed for a $2T public debut just as Anthropic takes the ARR crown from OpenAI. Add in lunar missions, orbital data centers, and AI that’s getting cheaper and more dangerous at the same time, and this week feels like a preview of the 2030s. -- NASA is back in deep space: Artemis II put humans around the Moon for the first time in 54 years. -- The one-person unicorn era has begun: one founder hit $41M in year-one revenue and a $1.8B valuation. -- Anthropic just threw a punch at OpenAI: ~$30B ARR vs. OpenAI’s ~$24–25B, while Mythos is rumored to be 400x better than humans on key AI research benchmarks -- OpenAI reportedly shut down Sora after it was losing $1M per day in compute
0:45

SpaceX may be headed for a $2T public debut just as Anthropic takes the ARR crown from OpenAI. Add in lunar missions, orbital data centers, and AI that’s getting cheaper and more dangerous at the same time, and this week feels like a preview of the 2030s. -- NASA is back in deep space: Artemis II put humans around the Moon for the first time in 54 years. -- The one-person unicorn era has begun: one founder hit $41M in year-one revenue and a $1.8B valuation. -- Anthropic just threw a punch at OpenAI: ~$30B ARR vs. OpenAI’s ~$24–25B, while Mythos is rumored to be 400x better than humans on key AI research benchmarks -- OpenAI reportedly shut down Sora after it was losing $1M per day in compute

Peter H. Diamandis, MD

29,454 Aufrufe • vor 5 Monaten

🚨🇺🇸 OPENAI DECLARES "CODE RED" AS GOOGLE AND ANTHROPIC EAT THEIR LUNCH Sam Altman has sent an internal memo telling OpenAI employees to drop everything and focus on fixing ChatGPT. Jason Calacanis from the All In Podcast: "A Code Red has been called by Sam Altman. He sent a memo on Monday, told employees to stop working on side quests, you know, like ads, et cetera, and focus on the core ChatGPT experience. Make it faster, make it better. And I think we all know why, because Gemini and Claude from Anthropic have been crushing it. ChatGPT 5, let's call it what it is, was a bit of a flop. It didn't perform to expectations. And Anthropic is beating OpenAI in enterprise revenue." For those of you unaware, Google released Gemini 3 last month, which surpassed ChatGPT in a range of benchmark tests and set a new record on "Humanity's Last Exam," a test designed to identify artificial superintelligence. Altman publicly called Gemini 3 a "great model." Privately, he told staff ChatGPT had fallen behind and they're "catching up fast." And then there's Grok. Elon Musk xAI started years behind everyone else and is already nipping at OpenAI's heels. OpenAI was supposed to be the unbeatable first mover. Now they're playing defense while the competition sprints ahead. The AI wars just got real. Source: The Information, Wall Street Journal, The All-In Podcast
0:36

🚨🇺🇸 OPENAI DECLARES "CODE RED" AS GOOGLE AND ANTHROPIC EAT THEIR LUNCH Sam Altman has sent an internal memo telling OpenAI employees to drop everything and focus on fixing ChatGPT. Jason Calacanis from the All In Podcast: "A Code Red has been called by Sam Altman. He sent a memo on Monday, told employees to stop working on side quests, you know, like ads, et cetera, and focus on the core ChatGPT experience. Make it faster, make it better. And I think we all know why, because Gemini and Claude from Anthropic have been crushing it. ChatGPT 5, let's call it what it is, was a bit of a flop. It didn't perform to expectations. And Anthropic is beating OpenAI in enterprise revenue." For those of you unaware, Google released Gemini 3 last month, which surpassed ChatGPT in a range of benchmark tests and set a new record on "Humanity's Last Exam," a test designed to identify artificial superintelligence. Altman publicly called Gemini 3 a "great model." Privately, he told staff ChatGPT had fallen behind and they're "catching up fast." And then there's Grok. Elon Musk xAI started years behind everyone else and is already nipping at OpenAI's heels. OpenAI was supposed to be the unbeatable first mover. Now they're playing defense while the competition sprints ahead. The AI wars just got real. Source: The Information, Wall Street Journal, The All-In Podcast

Mario Nawfal

65,725 Aufrufe • vor 9 Monaten

THE LAST TIME COMPANIES FUNDED EACH OTHER TO INFLATE DEMAND, IT WAS CALLED THE DOT-COM BUBBLE. 🇺🇸 Today it has a new name: AI circular financing. Over $800,000,000,000 of it by 2026. Nvidia invests in OpenAI and xAI. They use the cash to buy Nvidia chips. Revenue looks strong, demand looks real, but a lot of it is the same money looping through a handful of firms. Meanwhile OpenAI is on track to lose around $14,000,000,000 this year. The boom might be real. But when the growth is this circular, the first crack in outside demand is where it unravels.
0:58

THE LAST TIME COMPANIES FUNDED EACH OTHER TO INFLATE DEMAND, IT WAS CALLED THE DOT-COM BUBBLE. 🇺🇸 Today it has a new name: AI circular financing. Over $800,000,000,000 of it by 2026. Nvidia invests in OpenAI and xAI. They use the cash to buy Nvidia chips. Revenue looks strong, demand looks real, but a lot of it is the same money looping through a handful of firms. Meanwhile OpenAI is on track to lose around $14,000,000,000 this year. The boom might be real. But when the growth is this circular, the first crack in outside demand is where it unravels.

Merlijn The Trader

23,524 Aufrufe • vor 3 Monaten

OpenAI has launched a version of ChatGPT built specifically for investment bankers and equity researchers, aiming squarely at Wall Street's junior banker workflows. The tool is powered by OpenAI's new GPT-6 Astra model and comes as a tailored ChatGPT work experience with premium financial data built in. VP of Product Nick Turley said the goal is teaching ChatGPT to research like an analyst and back up its conclusions the same way an analyst would. With it, teams can research companies, analyze earnings, compare peers, test assumptions, and build editable financial models, research notes, and client materials, all inside the same interface.
0:58

OpenAI has launched a version of ChatGPT built specifically for investment bankers and equity researchers, aiming squarely at Wall Street's junior banker workflows. The tool is powered by OpenAI's new GPT-6 Astra model and comes as a tailored ChatGPT work experience with premium financial data built in. VP of Product Nick Turley said the goal is teaching ChatGPT to research like an analyst and back up its conclusions the same way an analyst would. With it, teams can research companies, analyze earnings, compare peers, test assumptions, and build editable financial models, research notes, and client materials, all inside the same interface.

AGTP

12,794 Aufrufe • vor 21 Stunden

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?
1:19

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

50,741 Aufrufe • vor 8 Monaten

OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?
2:25

OpenAI just admitted Anthropic is KILLING their business. Their own applications chief told employees it was a "code red." Said Anthropic was a "wake-up call." Then admitted OpenAI had been "spreading efforts across too many apps" and it was "slowing them down." This is an internal confession. Here's why Anthropic is eating up OpenAI: 12 months ago, OpenAI owned 50% of all enterprise AI spending. Today it's just 27%. Anthropic went from nearly ZERO to winning 70% of every first-time enterprise AI deal. Seven out of ten companies buying AI tools for the first time are choosing Claude over ChatGPT. A year ago, one in 25 businesses on Ramp paid for Anthropic. Today it's one in four. OpenAI just had its biggest single-month adoption decline ever recorded. And Anthropic literally charges MORE than OpenAI for roughly the same performance. And businesses are STILL choosing them. In enterprise software, that never happens. The cheaper product usually wins. But Claude became something OpenAI never figured out how to be: Cool. Celebrities publicly switched to Claude. Senators are tweeting about using it. Engineers are shipping entire products with Claude Code in hours that used to take weeks. It started to became an identity signal. Like blue bubble vs green bubble in iMessage. Choosing Claude says something about you now. Meanwhile OpenAI went the opposite direction: They took the Pentagon contract that Anthropic refused. Greg Brockman donated $25 million to fund wars. ChatGPT uninstalls jumped 295% in a single day. Reddit posts saying "Cancel and Delete ChatGPT" got 30,000 upvotes. Anthropic said no to mass surveillance and autonomous weapons. Got blacklisted by the Pentagon. Trump called them a "Radical Left AI company." And their downloads went to #1 on the App Store the next day. Turns out refusing to build weapons is good marketing. But the real damage isn't consumer downloads. It's the MONEY. Claude Code hit $2.5 billion in annual revenue in six months. OpenAI's competing product Codex just barely crossed $1 billion. And Anthropic literally cannot meet demand. They're turning away paying customers because they don't have enough compute to serve them. A company REJECTING revenue because it's growing too fast. While OpenAI scrambles to consolidate. Last week OpenAI announced they're merging ChatGPT, Codex, and their browser into one "superapp." But what this really means: "We launched too many products, none of them worked well enough alone, so now we're cramming everything together and hoping it sticks." And remember their video tool Sora? Launched standalone. Hit #1 on the App Store. Usage flatlined within weeks. Now they're forced to shut it down. Their browser Atlas? Still hasn't launched publicly. Their IPO? Polymarket odds dropped from 55% to 35%. OpenAI has 900 million users. Anthropic has maybe 10 million daily actives. But here's the thing... OpenAI won the consumer war. ChatGPT is where your mom asks about recipes and your cousin makes memes. Anthropic won the war that actually MATTERS. The developers. The engineers. The enterprises writing 7 figure checks. OpenAI built the biggest chatbot on Earth. Anthropic built the tool that companies can't stop paying for. This is Yahoo vs Google all over again. Yahoo had the users. Google had the product. And we all know how that ended. OpenAI has 12 months to prove the superapp works, land the IPO, and stop the enterprise bleeding. If they can't, the most valuable startup in history becomes the most cautionary tale in tech. 900 million users don't mean anything if the people who actually pay are walking out the door. What do you think?

Ricardo

35,020 Aufrufe • vor 5 Monaten

GPT-Image-2 was just released... It's the best image model (By a wide margin) Heres how to use GPT-Image-2 in ChatGPT, OpenAI Playground and of Course - Codex. TIMESTAMPS 00:00 Intro 01:27 Initial Tests of GPT-Image-2 02:24 It can GENERATE working BARCODES? 03:40 11 Edits one Prompt 06:40 Creating Cartoons 07:40 Overlay Explanations 08:50 How to Get Started 10:51 IPhone Mockup Images (Amazing) 15:43 Using GPT-Image in OpenAI Playground 16:11 Generate images in 4k 17:44 The FIRST limitation... Its bad at counting 18:26 Using GPT-Image in Codex (Agentic Image Gen)
22:26

GPT-Image-2 was just released... It's the best image model (By a wide margin) Heres how to use GPT-Image-2 in ChatGPT, OpenAI Playground and of Course - Codex. TIMESTAMPS 00:00 Intro 01:27 Initial Tests of GPT-Image-2 02:24 It can GENERATE working BARCODES? 03:40 11 Edits one Prompt 06:40 Creating Cartoons 07:40 Overlay Explanations 08:50 How to Get Started 10:51 IPhone Mockup Images (Amazing) 15:43 Using GPT-Image in OpenAI Playground 16:11 Generate images in 4k 17:44 The FIRST limitation... Its bad at counting 18:26 Using GPT-Image in Codex (Agentic Image Gen)

Riley Brown

35,856 Aufrufe • vor 4 Monaten

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 ↓
23:19

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

25,376 Aufrufe • vor 2 Monaten

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:
1:11:41

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 Aufrufe • vor 4 Monaten