OpenAI has gone quiet while Anthropic takes the spotlight with its blockbuster IPO, and its flagship agent, Dots, landed with a shrug. Ejaaz digs into why. Under the hood, OpenAI has been cooking: ChatGPT now handles about a fifth of Google's search volume, it added 200 million weekly users in two months, and it just poached Claude Code's product lead and an early Anthropic growth hire within days. Meanwhile GPT-6.2 Astra is waiting in the wings.
We also cover the other side: a funding round cut from $30 billion to $20 billion, a valuation trimmed to $1.25 trillion, a compute crunch that slowed Dots, Stargate and SoftBank's slide, OpenAI's decision to let Anthropic IPO first, GPT-6 Cyber, ChatGPT's $1 billion ad business, and the "Ram Altman" saga. Is this OpenAI's Hail Mary, or the quiet before its next big move?
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Timestamps
00:00 Stop Ignoring OpenAI
01:03 GPT-6.2 Astra Is Coming
01:45 Not as Rosy as It Seems
02:21 OpenAI's Real Numbers
02:58 A Fifth of Google's Searches
04:17 Poaching Claude Code's Leaders
05:25 Back on the Frontier
06:15 The Jarvis Strategy
06:58 GPT-6 Cyber
07:33 Selling Ads in ChatGPT
08:53 Dots and the Compute Crunch
11:36 Why OpenAI Is Waiting to IPO
13:57 Ram Altman
16:23 The Bear Case Is Healthy
17:22 Owning the Front Door
18:55 Cheap Enough Intelligence
19:43 Final Thoughts
#ai #openai #chatgpt #anthropic #samaltman
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