<ul><li><strong>ChatGPT is facing scrutiny (&quot;under the gun&quot;)</strong> following recent developments, though the episode notes indicate a general lack of excitement over Thanksgiving updates like Kling 01 and Runway gen 4.5.</li></ul><ul><li><p><strong>The future of coding is seen as mostly AI-driven</strong>, with a mention of Mark Zuckerberg&#39;s prediction that all coding will be done by AI within 18 months.</p></li><li><p><strong>Major business developments include a partnership between Suno and Warner Music Group,</strong> and the <strong>expected roll-out of ads in ChatGPT responses</strong> by OpenAI.</p></li><li><p><strong>The financial relationship between OpenAI and Nvidia remains undefined,</strong> with the Nvidia CFO noting no definitive agreement, supporting the podcast&#39;s long-held view that many agreements are non-concrete and OpenAI&#39;s profits may be lower than perceived.</p></li><li><p><strong>A strong debate exists regarding the monetization and competition in the AI space,</strong> with arguments suggesting that Google&#39;s strategy with Gemini (potentially running ad-free and leveraging its search monetization) could force competitors to operate at a loss until they bleed out, giving Google a nearly unfair market advantage.</p></li></ul><p>@maxescu@slow_developer@Ross__Hendricks@signulll</p><p></p>

The ChatGPT Report

The ChatGPT Report

164 - ChatGPT under the gun?

DEC 4, 202512 MIN
The ChatGPT Report

164 - ChatGPT under the gun?

DEC 4, 202512 MIN

Description

<ul><li><strong>ChatGPT is facing scrutiny (&quot;under the gun&quot;)</strong> following recent developments, though the episode notes indicate a general lack of excitement over Thanksgiving updates like Kling 01 and Runway gen 4.5.</li></ul><ul><li><p><strong>The future of coding is seen as mostly AI-driven</strong>, with a mention of Mark Zuckerberg&#39;s prediction that all coding will be done by AI within 18 months.</p></li><li><p><strong>Major business developments include a partnership between Suno and Warner Music Group,</strong> and the <strong>expected roll-out of ads in ChatGPT responses</strong> by OpenAI.</p></li><li><p><strong>The financial relationship between OpenAI and Nvidia remains undefined,</strong> with the Nvidia CFO noting no definitive agreement, supporting the podcast&#39;s long-held view that many agreements are non-concrete and OpenAI&#39;s profits may be lower than perceived.</p></li><li><p><strong>A strong debate exists regarding the monetization and competition in the AI space,</strong> with arguments suggesting that Google&#39;s strategy with Gemini (potentially running ad-free and leveraging its search monetization) could force competitors to operate at a loss until they bleed out, giving Google a nearly unfair market advantage.</p></li></ul><p>@maxescu@slow_developer@Ross__Hendricks@signulll</p><p></p>