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🚨🇺🇸 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...

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Mario Nawfal

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We just launched a new primitive for AI Walrus Memory gives your agents persistent, portable memory that you own, and it drops straight into the platforms you already build on. Anthropic Claude, OpenAI ChatGPT, and Google Gemini, you name it plus native MCP and SDKs, added in a few lines of code LIVE TODAY
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We just launched a new primitive for AI Walrus Memory gives your agents persistent, portable memory that you own, and it drops straight into the platforms you already build on. Anthropic Claude, OpenAI ChatGPT, and Google Gemini, you name it plus native MCP and SDKs, added in a few lines of code LIVE TODAY

Adeniyi.sui

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Jason's AI Pair Trade: Short OpenAI. Long Google, xAI, and Anthropic. Why? OpenAI's competition is fierce. " They're facing a Google firing on all cylinders, Anthropic, and Grok beating them in the leaderboards pretty consistently." Polymarket has Google's Gemini 3 at ~87% to finish 2025 as the top-ranked LLM. Over the last six months, Gemini has started to shrink ChatGPT's massive lead in traffic share. Recorded at the The Venetian Resort Las Vegas!
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Jason's AI Pair Trade: Short OpenAI. Long Google, xAI, and Anthropic. Why? OpenAI's competition is fierce. " They're facing a Google firing on all cylinders, Anthropic, and Grok beating them in the leaderboards pretty consistently." Polymarket has Google's Gemini 3 at ~87% to finish 2025 as the top-ranked LLM. Over the last six months, Gemini has started to shrink ChatGPT's massive lead in traffic share. Recorded at the The Venetian Resort Las Vegas!

The All-In Podcast

210,598 Aufrufe • vor 7 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 3 Monaten

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

50,663 Aufrufe • vor 6 Monaten

🚨 BREAKING: AI expert Yoshua Bengio just revealed Sam Altman's 'code red' is proof the AI race is now in survival mode. The Financial Times broke it... Sam Altman had declared code red at OpenAI. The same Altman who once called superhuman intelligence the greatest threat to humanity. Google and Anthropic were catching up. Internally, the gloves came off. It wasn't the first code red. Three years earlier, when ChatGPT first shipped, Sergey and Larry had declared code red at Google. Two code reds. Same race. Different incumbents panicking. "It is not a healthy race for all the reasons we've been discussing." "What would be a more healthy scenario is one in which we try to abstract away these commercial pressures." "They're in survival mode, right?" "And think about both the scientific and the societal problems." But the labs couldn't see past the next quarter. In other words: Survival mode killed the scientific question. "They're so obsessed by that race that they don't pay attention to how we might be doing things differently." "Where are they all racing? They're racing towards replacing jobs that people do." "Because there's like quadrillions of dollars to be made by doing that." The pitch was always "AI for medicine. AI for science." The internal memo said something else. Quadrillions, in survival mode, with a second code red on the wall. If you're new here, follow AI Evolution for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Yoshua Bengio ( Yoshua Bengio ), Turing Award–winning AI pioneer and founder of Mila, on Steven Bartlett's ( @SteveBartlettSC ) Diary Of A CEO
1:02

🚨 BREAKING: AI expert Yoshua Bengio just revealed Sam Altman's 'code red' is proof the AI race is now in survival mode. The Financial Times broke it... Sam Altman had declared code red at OpenAI. The same Altman who once called superhuman intelligence the greatest threat to humanity. Google and Anthropic were catching up. Internally, the gloves came off. It wasn't the first code red. Three years earlier, when ChatGPT first shipped, Sergey and Larry had declared code red at Google. Two code reds. Same race. Different incumbents panicking. "It is not a healthy race for all the reasons we've been discussing." "What would be a more healthy scenario is one in which we try to abstract away these commercial pressures." "They're in survival mode, right?" "And think about both the scientific and the societal problems." But the labs couldn't see past the next quarter. In other words: Survival mode killed the scientific question. "They're so obsessed by that race that they don't pay attention to how we might be doing things differently." "Where are they all racing? They're racing towards replacing jobs that people do." "Because there's like quadrillions of dollars to be made by doing that." The pitch was always "AI for medicine. AI for science." The internal memo said something else. Quadrillions, in survival mode, with a second code red on the wall. If you're new here, follow AI Evolution for the latest on ChatGPT, Claude, and the AI tools shaping how we work and create. — Yoshua Bengio ( Yoshua Bengio ), Turing Award–winning AI pioneer and founder of Mila, on Steven Bartlett's ( @SteveBartlettSC ) Diary Of A CEO

AI Evolution

16,583 Aufrufe • vor 1 Monat

🇺🇸 🇨🇳 GOOGLE’S GEMINI JUST STARTED THE REAL AI WAR WITH CHINA All In podcast co-host David Friedberg analyzed the rapidly shifting AI landscape, revealing that the intensifying technology supremacy battle with China is driving innovation while OpenAI's ChatGPT monopoly crumbles as Google Gemini captures major market share: "We are now in a race for supremacy in technology and AI against China. ChatGPT was basically the market monopoly, and it only had one way to go, which was down. A little over a year ago they were at 90% plus market share. Today, Gemini is at 14-15%. The flywheel that Google has built gives them such extraordinary advantage." OpenAI had first-mover advantage and cultural momentum. Google had everything else: distribution, integration, data, and infinite resources. Turns out that matters more than being first. Source: The All-In Podcast
1:36

🇺🇸 🇨🇳 GOOGLE’S GEMINI JUST STARTED THE REAL AI WAR WITH CHINA All In podcast co-host David Friedberg analyzed the rapidly shifting AI landscape, revealing that the intensifying technology supremacy battle with China is driving innovation while OpenAI's ChatGPT monopoly crumbles as Google Gemini captures major market share: "We are now in a race for supremacy in technology and AI against China. ChatGPT was basically the market monopoly, and it only had one way to go, which was down. A little over a year ago they were at 90% plus market share. Today, Gemini is at 14-15%. The flywheel that Google has built gives them such extraordinary advantage." OpenAI had first-mover advantage and cultural momentum. Google had everything else: distribution, integration, data, and infinite resources. Turns out that matters more than being first. Source: The All-In Podcast

Mario Nawfal

51,954 Aufrufe • vor 7 Monaten

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!
0:48

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 Aufrufe • vor 3 Monaten

Sam Altman declared a CODE RED at OpenAI because they are falling behind the competition. Here's my breakdown. My take: GOOGLE has been in the messy internet data game for a long time. What is search? Search is UX, first and foremost. Search cares about salience, recall, relevance. OpenAI, on the other hand, is trying to balance "safety" and "professionalism" and a few other things. But Google is old hat at "problematic" internet information. Their "data and information ethics" is far more mature than OpenAI's So OpenAI is playing "UX whackamole" by trying to tamp down on misuse while Google is full steam ahead.
15:40

Sam Altman declared a CODE RED at OpenAI because they are falling behind the competition. Here's my breakdown. My take: GOOGLE has been in the messy internet data game for a long time. What is search? Search is UX, first and foremost. Search cares about salience, recall, relevance. OpenAI, on the other hand, is trying to balance "safety" and "professionalism" and a few other things. But Google is old hat at "problematic" internet information. Their "data and information ethics" is far more mature than OpenAI's So OpenAI is playing "UX whackamole" by trying to tamp down on misuse while Google is full steam ahead.

David Shapiro (L/0)

78,938 Aufrufe • vor 7 Monaten

OpenAI just leaked a model so powerful it triggered code red. And yes, it’s called Garlic. Here’s the 30-second breakdown so you actually understand why this matters → ✔ Google Gemini 3 crushed OpenAI in benchmarks ✔ ChatGPT usage dropped ✔ Sam Altman paused projects to build “Garlic” ✔ Garlic uses high-density pre-training (smarter + smaller) ✔ Internal memos show it beating Gemini 3 + Claude Opus 4.5 Why this is wild: → Faster than current models → Cheaper to run → Better at reasoning → Better at coding → Could run locally on your phone Save this video, you'll rethink what AI models can do. Want the SOP? DM me. 💬
9:17

OpenAI just leaked a model so powerful it triggered code red. And yes, it’s called Garlic. Here’s the 30-second breakdown so you actually understand why this matters → ✔ Google Gemini 3 crushed OpenAI in benchmarks ✔ ChatGPT usage dropped ✔ Sam Altman paused projects to build “Garlic” ✔ Garlic uses high-density pre-training (smarter + smaller) ✔ Internal memos show it beating Gemini 3 + Claude Opus 4.5 Why this is wild: → Faster than current models → Cheaper to run → Better at reasoning → Better at coding → Could run locally on your phone Save this video, you'll rethink what AI models can do. Want the SOP? DM me. 💬

Julian Goldie SEO

114,491 Aufrufe • vor 7 Monaten

The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."
1:17

The battle between Anthropic and OpenAI is heating up. Jordi Visser says "Sam Altman in my guess is not going to be the leader of OpenAI at some point soon." "I would be shocked within a year if he is still running OpenAI." "I am not sure it is fun to be in that position right now...Sam Altman seems to have nobody who really likes him, but the product people do like." "In the end, OpenAI has an uphill battle because they made a bad decision. They tried to choose the consumer, Apple side as opposed to the enterprise side." "I just think in the end Anthropic is the winner of that battle."

Anthony Pompliano 🌪

106,184 Aufrufe • vor 1 Monat

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

26-year old OpenAI whistleblower Suchir Balaji, who accused the company of violating copyright law, has been found dead in an apparent suicide. Below is a screenshot of his last post on X. Elon Musk on OpenAI: “I don't trust OpenAI. I started OpenAI as a non-profit open source. I named the company. It used to be open source but now it is extremely closed source and maximally profit.” “I don't trust Sam Altman and I don't think we want to have the most powerful AI in the world controlled by someone who is not trustworthy.”
1:10

26-year old OpenAI whistleblower Suchir Balaji, who accused the company of violating copyright law, has been found dead in an apparent suicide. Below is a screenshot of his last post on X. Elon Musk on OpenAI: “I don't trust OpenAI. I started OpenAI as a non-profit open source. I named the company. It used to be open source but now it is extremely closed source and maximally profit.” “I don't trust Sam Altman and I don't think we want to have the most powerful AI in the world controlled by someone who is not trustworthy.”

J Stewart

52,067 Aufrufe • vor 1 Jahr

ANTHROPIC HAS SURPASSED OPENAI IN REVENUE In April 2026, Anthropic reached a $30 billion annualized revenue run rate, ahead of OpenAI’s roughly $25 billion. The company’s annualized revenue grew from around $9 billion at the end of 2025 to $14 billion in February and $30 billion just two months later, driven by strong enterprise adoption of Claude. Unlike OpenAI, which generates much of its revenue through ChatGPT, Anthropic’s business is heavily focused on enterprise and developer customers.
0:23

ANTHROPIC HAS SURPASSED OPENAI IN REVENUE In April 2026, Anthropic reached a $30 billion annualized revenue run rate, ahead of OpenAI’s roughly $25 billion. The company’s annualized revenue grew from around $9 billion at the end of 2025 to $14 billion in February and $30 billion just two months later, driven by strong enterprise adoption of Claude. Unlike OpenAI, which generates much of its revenue through ChatGPT, Anthropic’s business is heavily focused on enterprise and developer customers.

CryptoGoos

14,610 Aufrufe • vor 19 Tagen

🇺🇸 ALL IN PODCAST: ONLY GROK AND GEMINI MATTER IN AI RIGHT NOW On the latest All In, Chamath crowned Grok and Gemini as his phone's only AI anchors: "I try to limit the number of apps on the phone, but I have Gemini and Grok as the 2 anchor apps because I'm so reliant on both of them, and I just keep going back and forth between them now." But the real tea was Jason calling the AI war "the greatest battle we've seen since Netscape versus Microsoft." He predicts that Google is planning to "suck the oxygen out of the room" by making everything free and strangling competitors. "People used to pay 50 bucks for a Netscape browser. Microsoft came in and made it free. The same thing's going to happen to ChatGPT. Right now, 80% of the revenue comes from $20 subscriptions." The AI throne isn't decided by benchmarks anymore. Grok wins again. Source: All In Podcast, @jason, Chamath Palihapitiya
1:28

🇺🇸 ALL IN PODCAST: ONLY GROK AND GEMINI MATTER IN AI RIGHT NOW On the latest All In, Chamath crowned Grok and Gemini as his phone's only AI anchors: "I try to limit the number of apps on the phone, but I have Gemini and Grok as the 2 anchor apps because I'm so reliant on both of them, and I just keep going back and forth between them now." But the real tea was Jason calling the AI war "the greatest battle we've seen since Netscape versus Microsoft." He predicts that Google is planning to "suck the oxygen out of the room" by making everything free and strangling competitors. "People used to pay 50 bucks for a Netscape browser. Microsoft came in and made it free. The same thing's going to happen to ChatGPT. Right now, 80% of the revenue comes from $20 subscriptions." The AI throne isn't decided by benchmarks anymore. Grok wins again. Source: All In Podcast, @jason, Chamath Palihapitiya

Mario Nawfal

108,531 Aufrufe • vor 7 Monaten

ELON: OPENAI IS NOW CLOSED-SOURCE FOR MAXIMUM PROFIT - THAT’S NOT GOOD KARMA “It was mostly Demis Hassabis on one side and me on the other, both trying to recruit Ilya Sutskever. And Ilya went back and forth, kind of stayed at Google, then he was going to leave, then he was going to stay, then he was going to leave. And finally, he did agree to join OpenAI. That was one of the toughest recruiting battles I've ever had. But that was really the linchpin for OpenAI being successful. And I was also instrumental in recruiting a number of other people, and I provided all the funding in the beginning, over $40 million. The Open in OpenAI is supposed to mean open-source. It was created as a nonprofit open-source, and now it is a closed-source for maximum profit, which I think is not good karma.” Source: The Lex Fridman Podcast, November 2023
0:49

ELON: OPENAI IS NOW CLOSED-SOURCE FOR MAXIMUM PROFIT - THAT’S NOT GOOD KARMA “It was mostly Demis Hassabis on one side and me on the other, both trying to recruit Ilya Sutskever. And Ilya went back and forth, kind of stayed at Google, then he was going to leave, then he was going to stay, then he was going to leave. And finally, he did agree to join OpenAI. That was one of the toughest recruiting battles I've ever had. But that was really the linchpin for OpenAI being successful. And I was also instrumental in recruiting a number of other people, and I provided all the funding in the beginning, over $40 million. The Open in OpenAI is supposed to mean open-source. It was created as a nonprofit open-source, and now it is a closed-source for maximum profit, which I think is not good karma.” Source: The Lex Fridman Podcast, November 2023

Mario Nawfal

161,332 Aufrufe • vor 1 Jahr

🚨 JASON CALACANIS: “I think the best part about (DeepSeek) is the fact that Sam Altman was supposed to be doing open source, he made it a closed source company, he stole everyone’s data, he got caught red handed, he’s being sued by The New York Times for that, and now the Chinese have come and open sourced all the stuff he stole, and he’s got a real competitor on the mission that OpenAI was supposed to do. I have zero sympathy for him or the team over there. I’m glad that this is all going open sourced. It should have been open sourced, and it’s better for humanity, and the fact that the Chinese did it to Sam Altman is comeuppance for the fact that he stole everyone else’s content. But I don’t have strong opinions on it.” LMAO. Wow. Jason with the double headshot. 😂
0:38

🚨 JASON CALACANIS: “I think the best part about (DeepSeek) is the fact that Sam Altman was supposed to be doing open source, he made it a closed source company, he stole everyone’s data, he got caught red handed, he’s being sued by The New York Times for that, and now the Chinese have come and open sourced all the stuff he stole, and he’s got a real competitor on the mission that OpenAI was supposed to do. I have zero sympathy for him or the team over there. I’m glad that this is all going open sourced. It should have been open sourced, and it’s better for humanity, and the fact that the Chinese did it to Sam Altman is comeuppance for the fact that he stole everyone else’s content. But I don’t have strong opinions on it.” LMAO. Wow. Jason with the double headshot. 😂

Autism Capital 🧩

2,590,512 Aufrufe • vor 1 Jahr

Dharmesh Shah told us on My First Million he bought the domain for eight figures. Then OpenAI wanted it. He didn't want to compete with Sam Altman, and he wanted into the deal, so he sold them the domain for shares of OpenAI instead of cash. When Shaan asked how much, Dharmesh wouldn't say the number. He gave us a ChatGPT prompt to guess it instead. Shaan typed it in. The answer: "Dharmesh bought the domain for $55 million and now owns $55 million of OpenAI stock."
1:20

Dharmesh Shah told us on My First Million he bought the domain for eight figures. Then OpenAI wanted it. He didn't want to compete with Sam Altman, and he wanted into the deal, so he sold them the domain for shares of OpenAI instead of cash. When Shaan asked how much, Dharmesh wouldn't say the number. He gave us a ChatGPT prompt to guess it instead. Shaan typed it in. The answer: "Dharmesh bought the domain for $55 million and now owns $55 million of OpenAI stock."

Sam Parr

90,067 Aufrufe • vor 9 Tagen