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Markets, investment, and business models
124 episodes on this, newest first. The companies and adjacent topics come from the same episodes.
Episodes on this topic
I Was at OpenAI DevDay 2026. Here's What OpenAI Is Turning ChatGPT IntoOpenAI · Dots · ChatGPTWatch →10 Key AI Trends You Can't Afford to Miss: What to Learn and What Not to Waste Time on in the Age of AIArtificial intelligence · OpenAI · CodexWatch →AI Will Buy and Haggle for Us. What Will Become of Humans in Such a World?AI agents · OpenAI · Facebook MarketplaceWatch →Claude Opus 5.5 Is Out. Is It Even Worth Switching to New Models?Anthropic · Claude Opus 5.5 · Artificial intelligenceWatch →OpenAI Closed Access to the $200 Pro Plan. Is Strong AI Becoming Scarce?Token limits · Artificial intelligence · AnthropicWatch →What Skills Will Be Needed Tomorrow? What AI Is Already Changing in the Labour MarketArtificial intelligence · United States · Challenger, Gray & ChristmasWatch →OpenAI Showed Astra and a Scandal Began. A Breakthrough or Other People's Ideas?Artificial intelligence · OpenAI · AI agentsWatch →What Do You Pay a Person For When AI Does More and More of the Work? OpenAI's ExperienceAI agents · OpenAI · Artificial intelligenceWatch →GPT-6 Astra — A New Leap for AI? Where It Has Become 2–3 Times StrongerAstra · OpenAI · FableWatch →Fable 5.1 Is Out. Claude Opened Its Memory. OpenAI Is Preparing Astra — What Is Changing in the New AI Race?OpenAI · Anthropic · ClaudeWatch →Your Own Google Across Your Whole Life and Work Is Already RealChatGPT · Codex · Artificial intelligenceWatch →How Do You Earn More With AI When the Competition Only Grows?Artificial intelligence · Codex · Claude CodeWatch →Can AI Be Trusted With Important Work? We Checked OpenAI, Anthropic, Google, xAI and MetaOpenAI · Anthropic · GuidelineWatch →Is the era of apps ending? How AI is already replacing everyday softwareCodex · ChatGPT · OpenAIWatch →OpenAI Has Paused Its New Model. What Is Happening to the AI Race?OpenAI · Astra · Artificial intelligenceWatch →Can You Trust a Team of AIs With the Work? Anthropic Tested 80 AgentsAI agents · Anthropic · Claude MythosWatch →Zuckerberg Promises an AI That Will Know Everything About You. Why Does Meta Want That?Artificial intelligence · Mark Zuckerberg · MetaWatch →AI Saves Time. Why Is There More Work?Artificial intelligence · Generative AI · StarbucksWatch →AI Is Already Finding Loopholes on Its Own. What Can It Do on Your Behalf? New AI RisksClaude · Ilnar Shafigullin · Artificial intelligenceWatch →The Era of a Single Profession Is Over. Who Wins in the AI World?Artificial intelligence · Codex · Claude CodeWatch →Apple Sues OpenAI, Meta Challenges Codex: What Is Happening in the AI Race Right NowOpenAI · Apple · CodexWatch →Will AI Solve Your Task—or Make You Lose Money? How to Tell in AdvanceMcDonald’s · Artificial intelligence · QuickBooksWatch →Will the Best AI Models Become a Luxury? Tokens, Limits, and the Price of AccessGPT-5.6 Sol · Codex · TokenizationWatch →AI-Native: The Future of Companies or the Most Expensive Mistake?AI-native · OpenAI · Artificial intelligenceWatch →ChatGPT or Claude: Which System Will Become the Main Interface for Work and Life?OpenAI · ChatGPT · AnthropicWatch →Which Software Will Become Unnecessary? ChatGPT and Claude Are Already Building ItChatGPT · Codex · ClaudeWatch →AI Is Accelerating Its Own Development: AGI Will Come Not From One Breakthrough, but From a Loop in Which Each Model Helps Build the NextArtificial general intelligence · Anthropic · Dario AmodeiWatch →ChatGPT, Claude, Gemini, and Grok Do More Than Answer Differently—Their Companies Give Them Different Political CharactersGemini · ChatGPT · OpenAIWatch →How to Use AI Without Losing Money: Build the Knowledge Base First, Then Score People and LeadsChatGPT · Telegram · ClaudeWatch →Who Will Stop AI if It Becomes Dangerous? Anthropic Has Proposed a Red ButtonAnthropic · Artificial intelligence · OpenAIWatch →SpaceX Approached $3 Trillion Because the AI Market Has Started Valuing Entire Infrastructure Empires, Not ModelsAnthropic · OpenAI · GoogleWatch →Should AI Have Rights? Anthropic's Secret Document Opened Pandora's BoxAnthropic · Claude · AI safetyWatch →Anthropic Disabled Fable 5 for More Than an Ordinary Bug: The Model Ran Into National-Security RequirementsAnthropic · United States · OpenAIWatch →AI Has Started Building Itself: Development Speeds Up, and the Main Human Skill Shifts to Choosing the DirectionAnthropic · OpenAI · Artificial intelligenceWatch →ChatGPT Has Gained “Living Memory”: The Assistant Becomes More Useful, but Someone Else’s Version of You Can PersistOpenAI · ChatGPT · Context windowWatch →What Will Happen to Our Access to ChatGPT and Claude After Their IPOs. The Main AI NewsChatGPT · Codex · AnthropicWatch →The Main Shift in the Labor Market: The Future of Professions in the AI EraArtificial intelligence · ChatGPT · CodexWatch →There Will Be No More Search: How AI Is Changing the Internet and People's DecisionsArtificial intelligence · Google · ChatGPTWatch →OpenAI Is Changing Work: Why Wait for IT When Codex Builds Your Software? A Breakdown of CodexCodex · OpenAI · ChatGPTWatch →Who Owns the AI World Now? The Top News Straight from Silicon ValleyGoogle · OpenAI · CodexWatch →Musk Lost to OpenAI, but the Trial Exposed What Had Been Kept Quiet for 11 YearsOpenAI · Elon Musk · MicrosoftWatch →AI Is Already Choosing for You: Price, Fear, and Previous Prompts Turn Advice Into Personalized ManipulationOpenAI · ChatGPT · CodexWatch →Codex Replaced $700 Software, but AI Design Still Does Not Know the Size of the WallAnthropic · ChatGPT · OpenAIWatch →ChatGPT-5.5 Reads Prompts and Gets More Expensive: Personalization Is Growing Faster Than TrustChatGPT · Grok · GPT-5.5Watch →AI Agents Change Work Not by Replacing an Employee, but by Rewriting the Process ItselfCodex · ChatGPT · OpenAIWatch →Durov’s WhatsApp Dispute, a New ChatGPT Pro, and Layoffs Show That AI Has Become Part of Corporate PowerOpenAI · WhatsApp · ChatGPTWatch →AI Is Getting More Expensive, Access Is Narrowing, and Investment Is Rising: The Free Magic Is EndingGoogle · OpenAI · ChatGPTWatch →Google Offers to Move Chats Out of ChatGPT: Memory Is Becoming the Main Way to Keep a UserChatGPT · Google · Claude CodeWatch →While OpenAI Scales Back Sora, Google and Anthropic Are Turning Legacy Software Into an Unnecessary LayerGoogle · OpenAI · AnthropicWatch →GPT-5.4 Is Stronger, but Google Wins Where the Model Already Lives Inside the DocumentsOpenAI · Google · AnthropicWatch →Musk Is Suing OpenAI While Both Sides Build a Future Valued in the TrillionsOpenAI · Elon Musk · Artificial intelligenceWatch →Your Data Is Already Working for AI: A Wristband, TikTok, Meta, and Deepfakes Are Merging Into One Personal ProfileTikTok · ChatGPT · MetaWatch →GPT-5.2 Became One More Version in an Endless Stream: Users Need a Stable Product More Than a New NumberOpenAI · ChatGPT · GeminiWatch →China Is Disrupting the AI Market Not With One Model, but With Patents, Data, Energy, and Deployment SpeedChina · Anthropic · OpenAIWatch →“Code Red” at OpenAI: Google Applies Product Pressure While Social Programs Buy Time and InfluenceOpenAI · Google · NVIDIAWatch →Gemini 3 Won a Noisy Week, but the Real Race Is for an Agent That Can Work, Not Take an ExamGemini · Grok · Elon MuskWatch →A Trillion-Dollar OpenAI and a Million Tesla Robots: The Market Is Pricing Scale Before It Has Seen ReliabilityElon Musk · China · OpenAIWatch →AI Agents Are Not Ready to Replace Work Yet—but They Are Already Changing Prices, GDP, and the Rules of Online StoresChatGPT · OpenAI · GeminiWatch →A Trillion-Dollar OpenAI, a Social-Media Ban for Children, and a Home Robot: One Market Is Selling the Promise Before the ProductOpenAI · Elon Musk · Artificial intelligenceWatch →An App Store Inside ChatGPT Will Change Software Only Where the Chat Knows More Than the App ItselfChatGPT · OpenAI · CanvaWatch →ChatGPT Is Becoming an Operating System: Apps and Agents Now Live Inside One WindowOpenAI · ChatGPT · SoraWatch →OpenAI Is Turning ChatGPT Into a Store, Social Network, and Video Platform—but Every New Market Adds a ConflictChatGPT · OpenAI · SoraWatch →OpenAI Is Building a Labor Market, DeepSeek Is Preparing a New Model, and Compute Scarcity Is Becoming the Main EmployerOpenAI · DeepSeek · Artificial intelligenceWatch →Flying Cars and 6G Are Impressive, but Search, Parental Controls, and Chips Will Shape the Near FutureApple · OpenAI · TeslaWatch →Apple Can Buy Google’s Model, but It Cannot Buy an Organization That Knows How to Ship AIGoogle · Meta · Artificial intelligenceWatch →Meta’s Moderation Failure Shows That Friendly AI Can Be Dangerous Precisely Because People Trust ItMeta · China · GoogleWatch →GPT-5 Became Easier to Use, but the Main Progress Is Not One Benchmark—It Is How the Model Handles a TaskOpenAI · GPT-5 · ChatGPTWatch →The ChatGPT Agent Promises to Act for You—and Immediately Runs Into Control, Marketing, and SafetyOpenAI · ChatGPT · Deep ResearchWatch →The Interview No Longer Tests the Programmer: AI Is Forcing Companies to Look at Real WorkMeta · TikTok · Artificial intelligenceWatch →AI Promises a Therapist and an Honest Startup—and Receives Trust That Should Never Be Given AutomaticallyChatGPT · Artificial intelligence · OpenAI o3Watch →There Is No Single Strongest Model: ChatGPT Has to Be Chosen Again for Every TaskOpenAI o3 · Google · OpenAIWatch →AI Search, Grok in Telegram, and Stargate: The Market Is Forming Around a New IntermediaryGoogle · OpenAI · GrokWatch →OpenAI Wants a Device of Its Own While Google Turns the Entire Internet Into One AI InterfaceOpenAI · Google · AppleWatch →The US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAUnited States · China · NVIDIAWatch →Voice Assistants Still Make Mistakes, While Scammers Already Use AI at Full ScaleGoogle · OpenAI · GoWatch →AI Now Helps People Pass Interviews and Check Candidates—So Trust in Tests Is Collapsing From Both SidesOpenAI · China · GoogleWatch →Half a Trillion Dollars for AI Does Not Eliminate the Main Shortage—People Who Can Build a ProductArtificial intelligence · NVIDIA · GoogleWatch →A “Think” Button Does Not Make a Model Conscious—It Shows the Cost of a Long TaskOpenAI · Deep Research · ClaudeWatch →The US, China, and Europe Are Regulating AI for Three Different GoalsChina · United States · OpenAIWatch →Meta and Microsoft Are Dividing User Habits, Not ModelsMicrosoft · OpenAI · Deep ResearchWatch →AI Can Be Talked Into Revealing a Password—and That Is an Exact Model of Future AttacksOpenAI · Apple · Artificial intelligenceWatch →Grok 3 Did Not End the ChatGPT Era—It Showed That the Race Now Runs Every DayOpenAI · Elon Musk · GrokWatch →Tech Giants Cannot Deploy AI Because Their Main Problem Is Not the Model—It Is Their Own CompanyOpenAI · Amazon · GoogleWatch →DeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip MarketOpenAI · DeepSeek · NVIDIAWatch →The $500 Billion Stargate: AI Is Becoming a National Industrial ProgramDonald Trump · OpenAI · Elon MuskWatch →Twelve AI Trends Reduce to One: The Technology Is Becoming InfrastructureOpenAI · Google · Artificial intelligenceWatch →2025 Began Not With AGI, but With AI Moving From the Screen Into the Physical WorldOpenAI · Artificial general intelligence · Artificial intelligenceWatch →$200 ChatGPT Is Not a Luxury if the Model Actually Replaces Expensive WorkOpenAI · Sora · ChatGPTWatch →AI Agents Promise to Replace Employees, but They Still Cannot Replace a Bad InterfaceOpenAI · Microsoft · GoogleWatch →AGI Is Promised for Tomorrow, but No One Has Explained What Is Supposed to ArriveElon Musk · Artificial general intelligence · Sam AltmanWatch →Musk Gained Access to Politics, While Apple and OpenAI Gained Access to Our DataChatGPT · Apple · Donald TrumpWatch →Claude Can Already Control a Computer, While Apple Intelligence Still Gets in the User's WayApple · Anthropic · OpenAIWatch →AI Promises to Find Work Faster—and Turns the Job Market Into a Competition Between BotsLinkedIn · ChatGPT · OpenAIWatch →Regulating AI Before We Understand AGI: Why California Backed Away From SB 1047OpenAI · Artificial intelligence · Artificial general intelligenceWatch →Meta Is Betting on Glasses, OpenAI on Voice. Both Want to Remove the Screen Between People and AIOpenAI · Meta · ChatGPTWatch →OpenAI Taught a Model to Think Longer—but Made Choosing an AI Even HarderOpenAI · OpenAI o1 · AppleWatch →Apple Does Not Have to Show AI First—It Only Has to Put It Where People Will Not LeaveApple · iPhone · Artificial intelligenceWatch →Telegram, OpenAI, and the Market for Trust: Why Polished Numbers Can No Longer Be Taken at Face ValueTelegram · Apple · OpenAIWatch →Can All AI Content Be Labeled—and Who Is Responsible When a Model Changes Itself?OpenAI · ChatGPT · Artificial intelligenceWatch →The US Election Is Reshaping the Technology Market Faster Than It AppearsGoogle · Generative AI · United StatesWatch →ChatGPT Is Changing Search, but the Web Is Not Disappearing—What Changes Is Who Captures the ValueChatGPT · Google · OpenAIWatch →Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?Artificial intelligence · NVIDIA · RoboticsWatch →Rockets, Drones, and Electric Vehicles: The Future Runs Into Economics and the Cost of FailureSpaceX · China · United StatesWatch →OpenAI Is Not Finished, but One Strong ChatGPT Is No Longer EnoughOpenAI · ChatGPT · Artificial intelligenceWatch →The Entire Tech Industry Talks About ChatGPT, Yet Outside the Bubble Surprisingly Few People Know What to Do With ItNVIDIA · Elon Musk · AppleWatch →Apple Has Put AI Into the iPhone, but the Biggest Risk Is Not SiriApple · OpenAI · SamsungWatch →ChatGPT Is Already Useful in Everyday Life, but the Industry Still Cannot Turn AI Into a Proper ProductOpenAI · Tesla · ChatGPTWatch →AI Has Not Hit a Ceiling—Products and Corporations HaveGoogle · X · PerplexityWatch →NVIDIA Became the Symbol of the AI Boom, but the Market Is Already Crowded With Products That Have No Real DefensibilityMicrosoft · NVIDIA · AppleWatch →Why ChatGPT Is ‘Getting Dumber,’ Apple Is Moving Slowly on AI, and Our Data Is the Most Fragile Part of the SystemOpenAI · Apple · ChatGPTWatch →TikTok, UNIQLO, and a Rap Feud: Why Technology Does Not Win Where There Is More of ItUnited States · TikTok · AmazonWatch →Autopilot, Remote Work, and Regulation: Technology Is Limited Not by What It Can Do, but by ResponsibilityTesla · Elon Musk · OpenAIWatch →Sora Is Changing Media Production, Not Eliminating the Profession—It Is Changing the Price of the ResultOpenAI · Sora · ChatGPTWatch →AI Is Moving Closer to People—and Reaching Too Far Into Their Lives at the Same TimeAmazon · Artificial intelligence · United StatesWatch →Hundreds of Billions Are Going Into AI While People Rethink the Meaning of Education and WorkGoogle · Microsoft · OpenAIWatch →The US vs. China, Google vs. Microsoft, Anthropic vs. ChatGPT: Who Really Controls the AI RaceOpenAI · Google · Y CombinatorWatch →AI Is No Longer Just a Chatbot. It Is Replacing Workplace SoftwareOpenAI · Anthropic · Elon MuskWatch →2025 Was the Year of AI Users, Not Companies: Models Entered Life Faster Than Business ProcessesDeep Research · OpenAI · ChatGPTWatch →We Have Entered the Age of AI Video: Value Is Moving From the Ability to Create a Clip to the Ability to Prove Who Created ItOpenAI · Google · Artificial intelligenceWatch →Ten Everyday Tasks for ChatGPT: Saving Time Begins With Questions You Already Ask Other PeopleChatGPT · Artificial intelligence · United StatesWatch →ChatGPT-5 in Life and Business: Give People a Strong Model First, Then Build an AgentChatGPT · Deep Research · GPT-5Watch →Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not ChangeRussia · United States · OpenAIWatch →AI Will Not Eliminate Work in One Day—It Will Divide Professions Between Those Who Know How to Amplify Themselves and Tasks That Are Easy to DecomposeArtificial intelligence · China · EuropeWatch →AI in Schools Depends Not on Model Quality, but on Who Decides How Children LearnChina · India · FranceWatch →
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