98 mentions · 85 chunks · 55 episodes
...locked into this equilibrium thanks to the accident that ChatGPT came out after OpenAI had already released a completion API. The amount of value that can be extracted from LLMs is extremely variable in different verticals. A general-pu...
...AI apps. Meta acqui-hired four AI teams in four months. On the enterprise side, OpenAI just declared "code red." They spent 2025 trying to be everything: chatbot, video generator, browser, device company. It didn't work. Now they're pul...
...oyalty is not so much because of Claude's model quality. It's great… but so are OpenAI's models and even Gemini. The thing that makes it so dear to me is the significant subsidy. I'd be spending multiple thousands of dollars a month at ...
BusinessInsider: OpenAI's 'stunning admission': Maybe people don't want to book stuff inside ChatGPT Shocking!
OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape This company is out over its skis. It's acting like it's a mega-aggregato...
...dn't stop it. Bloomberg: OpenClaw might be a security nightmare for Sam Altman. OpenAI Dev's Crypto AI Agent Accidentally Sends 5% Memecoin Supply in $250K Mistake. OpenClaw Vulnerability: Website-to-Local Agent Takeover. RoguePilot: Ex...
.... That's a high bar to clear! There will be a similar challenge for OpenClaw at OpenAI.
...ally move in one direction: against the consumer. This week I got an email from OpenAI with the subject: "Updates to our privacy policy." My immediate response was "Good, they're going to screw me over in some subtle new way that is obs...
An NYT OpEd: OpenAI Is Making the Mistakes Facebook Made. I Quit.
Stratechery points out why OpenAI had to do ads… and what a hard road that is.
... in the Wild West roundup: A Google Calendar Prompt Injection attack on Gemini. OpenAI's API logs can be exfiltrated by prompt injection. Bruce Schneier: Why AI Keeps Falling for Prompt Injection Attacks. Anthropic quietly fixed flaws i...
...trope walk across an alligator pit in a hurricane. I don't have confidence that OpenAI has the culture or incentives to do this well.
A tweet analyzing what Google is trying to do to OpenAI: "google is trying to do to openai what facebook ended up doing to snap which is to first decelerate growth substantially (which kills a lot of momen...
OpenAI admits that prompt injection is a fundamentally unsolvable problem: "Prompt injection, much like scams and social engineering on the web, is unlikely...
Back in the day, Google used the money they made to fund the future. OpenAI is instead using the money they're going to make to fund the now. Significantly different proposition. Everybody who discovers leverage thinks they'r...
Ben Thompson says OpenAI does have a business model they aren't embracing: ads.[fm] But that feels fundamentally dangerous in a chat. The question is: how effective can the w...
NYTimes: "What OpenAI Did When ChatGPT Users Lost Touch With Reality" "In tweaking its chatbot to appeal to more people, OpenAI made it riskier for some of them. Now the c...
...'s stateless![fx] They also don't control what pixels are on screen. That's why OpenAI is moving so aggressively to own the vertically integrated consumer experience, complete with tons of state.
...olicy promises. Not perfect, but radically better. This should be table stakes! OpenAI, Anthropic, every frontier lab: make this the new baseline. This is like what Apple did with Private Cloud Compute, but with a frontier model. Anthro...
OpenAI is ensnaring the whole tech industry into one too-big-to-fail[hc] quagmire. The US's GDP is dependent on the AI bubble not bursting. All of tech is l...