2025-12-02
Great fuel for thought, as always. One idea that I feel underacknowledged is that it seems like the end game here is way bigger than knowledge aggregation or even image-generation. The dream here isn't C-3PO it's “Jarvis” - the perfect assistant 1/3
The Information
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads
OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …
Great fuel for thought, as always. One idea that I feel underacknowledged is that it seems like the end game here is way bigger than knowledge aggregation or even image-generation. The dream here isn't C-3PO it's “Jarvis” - the perfect assistant 1/3
Stratechery
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads
OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.