Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explode. Turning down the volume on streaming ads. And why Mr. Beast is worried about AI social media.
OpenAI announces Apps SDK allowing ChatGPT to launch and run third party apps like Zillow, Canva, Spotify (VentureBeat)
OpenAI’s Windows Play (Stratechery)
NYSE Owner to Invest Up to $2 Billion in Polymarket (WSJ)
California law forces Netflix, Hulu to turn down ad volumes (Politico)
MrBeast says AI could threaten creators’ livelihoods, calling it ‘scary times’ for the industry (TechCrunch)
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20:38
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20:38
OpenAI’s Big AMD Deal
Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors?
AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC)
Elon Musk Gambles Billions in Memphis to Catch Up on AI (WSJ)
AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade (Tom's Hardware)
OpenAI and Jony Ive grapple with technical issues on secretive AI device (FT)
US and investors gambling on unproven nuclear technology, warn experts (FT)
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21:44
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21:44
(BNS) How Snowflake Wrote The GTM Playbook
Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takeaways are practical and candid: embed with customers sooner than feels comfortable, pick a clear foil, design programs you can rerun, centralize data so sales and marketing act from one truth, and treat culture as GTM infrastructure. If you’re a founder, CRO, CMO, or operator trying to go from zero to billions without losing the plot, Make It Snow is a field manual for aligning people, narrative, and pipeline at every stage.
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53:02
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53:02
Apple Blocks ICEBlock
Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in all the land. And in the Longreads, now is it time to blame ChatGPT for breaking up marriages?
Apple takes down ICE tracking apps after pressure from Bondi DOJ (Fox Business)
A new a16z report looks at which AI companies startups are actually paying for (TechCrunch)
AI is not killing jobs, US study finds (Financial Times)
OpenAI wraps $6.6 billion share sale at $500 billion valuation (CNBC)
OpenAI’s invite-only video generation app Sora tops Apple’s App Store (CNBC)
Weekend Longreads Suggestions:
Egon Durban’s $55bn buyout bet raises stakes for Silver Lake (Financial Times)
Silver Lake Cements Power Broker Status With $55 Billion EA Deal (Bloomberg)
ChatGPT Is Blowing Up Marriages as Spouses Use AI to Attack Their Partners (Futurism)
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21:49
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21:49
Apple To Bench The Vision Pro?
More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira Murati’s new startup is building. The Brave browser is hitting some impressive user milestones. And why are young people flocking back to… checks notes… AOL?
OpenAI’s Sora 2 Copyright Infringement Machine Features Nazi SpongeBobs and Criminal Pikachus (404Media)
OpenAI Valuation Reaches $500 Billion, Topping Musk’s SpaceX (Bloomberg)
Apple Shelves Vision Headset Revamp to Prioritize Meta-Like AI Glasses (Bloomberg)
Mira Murati’s Stealth AI Lab Launches Its First Product (Wired)
Google Translate Rival DeepL Explores US IPO (Bloomberg)
Brave Now Has Over 100 Million Users (Thurott)
Exclusive: Yahoo nears deal to sell AOL to Italy's Bending Spoons for $1.4 billion, sources say (Reuters)
https://sora.chatgpt.com/profile/brianmccul
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