Podcasts about Code Red

P.M. Edition for Dec. 9. OpenAI CEO Sam Altman declared a “code red” last week to prioritize the company's ChatGPT chatbot after a competitive threat from Google. WSJ reporter Sam Schechner explains what drove that decision and the implications it could have for ChatGPT, the world's dominant chatbot. Plus, what investors expect as the Federal Reserve kicks off its last meeting of the year ahead of tomorrow's rate decision. And why is it so hard to get a clear picture of the economic health of U.S. consumers? WSJ's Telis Demos says one reason is the rise of a lending alternative: private credit. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before.  I will never forget when I first met Gavin in 2017. I find his interest in markets, his curiosity about the world to be as infectious as any investor that I've ever come across. He's encyclopedic on what is going on in the world of technology today, and I've had the good fortune to host him every year or two on this podcast. Gavin began covering Nvidia as an investor more than two decades ago, giving him a rare perspective on how the company – and the entire semiconductor ecosystem – has evolved. A lot has changed since our last conversation a year ago, making this the perfect time to revisit the topic. In this conversation, we talk about everything that interests Gavin – Nvidia's GPUs, Google's TPUs, the changing AI landscape, the math and business models around AI companies and everything in between. We also discussed the idea of data centers in space, which he communicates with his usual passion and logic. In closing, at the end of this conversation, because I've asked him my traditional closing question before, I asked him a different question, which led to a discussion of his entire investing origin story that I had never heard before. Because Gavin is one of the most passionate thinkers and investors that I know, these conversations are always amongst my most favorite. I hope you enjoy this latest in the series of discussions with Gavin Baker. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like The Best (00:04:00) Meet Gavin Baker (00:06:00) Understanding Gemini 3  (00:09:05) Scaling Laws for Pre-Training (00:12:12) Google v. Nvidia (00:16:52) Google as  Lowest Cost Producer of Tokens (00:28:05)  AI Can Automate Anything that can be Verified (00:34:30) The AI Bear Case: Edge AI (00:37:18) Going from Intelligence to Usefulness (00:43:44) AI Adoption in Fortune 500 Companies (00:48:58) Frontier Models and Industry Dynamics (00:56:40) China's Mistake and Blackwell's Geopolitical Leverage (00:57:50) OpenAI's Code Red (01:00:46) Data Centers in Space (01:07:13) Cycles in AI (01:11:10) Power as a Bottleneck (01:14:17) AI Native Entrepreneurs (01:16:21) Semiconductor VC (01:20:41) The Mistake the SaaS Industry is Making (01:26:50) Series of Bubbles (01:28:56) Whatever AI Needs, It Gets (01:29:57) Investing is the Search for Truth (01:31:24) Gavin's Investing Origin Story

OpenAI is (reportedly) in full panic mode.

Episode 88: What happens inside OpenAI when Google drops a game-changing AI model? Matt Wolfe ((https://x.com/mreflow) and Maria Gharib (https://uk.linkedin.com/in/maria-gharib-091779b9) break it down. This episode unpacks OpenAI's unprecedented “Code Red,” the real reason Sam Altman hit the panic button, and how Google's Gemini 3 and Nano Banana Pro could threaten OpenAI's dominance. The hosts debate which next-gen AI models are actually smarter (Claude Opus 4.5, Gemini 3, GPT-5.1, and more), why some tools are getting dumber, and how Google's full-stack advantage is shifting the AI power balance. Plus: a rapid-fire review of explosive new AI tools for video, the rise of creative AI (and AI “slop”), surprising advances in wearable tech, and a bit of fun at Sam Altman's expense. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI Wars: Models, Tools, Power (05:59) AI Innovation Race (08:43) OpenAI's Google Challenge (12:15) Claude's Context Window Explained (14:12) Claude vs. ChatGPT: AI Preferences (17:13) Anthropic vs. OpenAI Philosophy (21:51) AI and Content Slop Concerns (24:46) AI Generative Audio's Uncanny Gap (28:07) Runway Gen 4.5 Dominates Preferences (30:41) AI Model Announcement Rivalry (35:00 Alibaba's AI Evolution (37:19) Heavy Glasses and Social Concerns (40:03) AI Advancements: December Launches (42:27) "Like, Subscribe, See You Soon — Mentions: Sam Altman: https://blog.samaltman.com/ Google Gemini 3: https://aistudio.google.com/models/gemini-3 Nano Banana Pro: https://gemini.google/overview/image-generation/ Claude Opus 4.5: https://www.anthropic.com/claude/opus ChatGPT: https://chatgpt.com/ NotebookLM: https://notebooklm.google/ Runway Gen 4.5: https://runwayml.com/research/introducing-runway-gen-4.5 Kling: https://klingai.com/global/ Midjourney: https://www.midjourney.com/home Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

Our 227th episode with a summary and discussion of last week's big AI news!Recorded on 12/05/2025Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Deep Seek 3.2 and Flux 2 release, showcasing advancements in open-source AI models for natural language processing and image generation respectively.Amazon's new AI chips and Google's TPUs signal potential shifts in AI hardware dominance, with growing competition against Nvidia.Anthropic's potential IPO and OpenAI's declared ‘Code Red' indicate significant moves in the AI business landscape, including high venture funding rounds for startups.Key research papers from DeepMind and Google explore advanced memory architectures and multi-agent systems, indicating ongoing efforts to enhance AI reasoning and efficiency.Timestamps:(00:00:10) Intro / Banter(00:02:42) News PreviewTools & Apps(00:03:30) Deepseek 3.2 : New AI Model is Faster, Cheaper and Smarter(00:23:22) Black Forest Labs launches Flux.2 AI image models to challenge Nano Banana Pro and Midjourney(00:28:00) Sora and Nano Banana Pro throttled amid soaring demand | The Verge(00:29:34) Mistral closes in on Big AI rivals with new open-weight frontier and small models | TechCrunch(00:31:41) Kling's Video O1 launches as the first all-in-one video model for generation and editing(00:34:07) Runway rolls out Gen 4.5 AI video model that beats Google, OpenAIApplications & Business(00:35:18) NVIDIA's Partners Are Beginning to Tilt Toward Google's TPU Ecosystem, with Foxconn Reportedly Securing TPU Rack Orders(00:40:37) Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap | TechCrunch(00:43:03) OpenAI declares ‘code red' as Google catches up in AI race | The Verge(00:46:20) Anthropic reportedly preparing for massive IPO in race with OpenAI: FT(00:48:41) Black Forest Labs raises $300M at $3.25B valuation | TechCrunch(00:49:20) Paris-based AI voice startup Gradium nabs $70M seed | TechCrunch(00:50:10) OpenAI announced a 1 GW Stargate cluster in Abu Dhabi(00:53:22) OpenAI's investment into Thrive Holdings is its latest circular deal(00:55:11) OpenAI to acquire Neptune, an AI model training assistance startup(00:56:11) Anthropic acquires developer tool startup Bun to scale AI coding(00:56:55) Microsoft drops AI sales targets in half after salespeople miss their quotas - Ars TechnicaProjects & Open Source(00:57:51) [2511.22570] DeepSeekMath-V2: Towards Self-Verifiable Mathematical Reasoning(01:01:52) Evo-Memory: Benchmarking LLM Agent Test-time Learning with Self-Evolving MemoryResearch & Advancements(01:05:44) Nested Learning: The Illusion of Deep Learning Architecture(01:13:30) Multi-Agent Deep Research: Training Multi-Agent Systems with M-GRPO(01:15:50) State of AI: An Empirical 100 Trillion Token Study with OpenRouterPolicy & Safety(01:21:52) Trump signs executive order launching Genesis Mission AI project(01:24:42) OpenAI has trained its LLM to confess to bad behavior | MIT Technology Review(01:29:34) US senators seek to block Nvidia sales of advanced chips to ChinaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

OpenAI has launched a code red.

Today on our show:Black Friday Cyber Monday - You Devil You!Sam Altman Calls a Code Red to Stop Google ThreatAmazon and Visa Partner on Agentic PaymentsNike CEO Purges John Donahoe's Lieutenants- and finally, The Investor Minute which contains 3 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweeklyThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠, and Andrew Scott of 7percent Ventures to break down the real stories behind the headlines shaping European tech and venture.From Bending Spoons' audacious European rollup strategy, to Brexit's economic hangover, to the existential challenges facing Volkswagen, to Google vs. OpenAI's new “Code Red”, and finally whether Europe has had its long-overdue shock moment — this episode goes wide, fast, and deep.This is Upside, where the takes are sharp, the macro is messy, and the optimism is… conditional.What's covered:02:00 The valuation reset, debt-fuelled M&A, and the Italian PE–VC hybrid model04:00 Arbitrage: firing US teams, rehiring elite Italian engineers06:00 Do rollups really work? Tech debt, distribution, and execution risk07:00 Brexit revisited: GDP losses, trade collapse, and political reality08:00 The myth of “you can't know the counterfactual” — and why you actually can10:00 Will the UK rejoin the customs union? And would Europe even take us back?12:00 Europe's manufacturing crisis: Porsche, Volkswagen, BYD and the end of German exceptionalism15:00 China's shift: stop importing, start replicating17:00 Welfare-state complacency and the European stagnation problem20:00 The bitter truth about Europe's carbon “success story”22:00 How to actually fix European tech: R&D, immigration, procurement, capital markets24:00 Why 0.02% pension allocation to VC is Europe's biggest structural handicap26:00 Should we “Farage-pill” Europe into a tech-first agenda?33:00 Distribution vs. loyalty: why consumers don't care about brand36:00 Who wins the cost base war: Google, Amazon, Meta, or OpenAI?38:00 Anthropic's IPO plans and what they signal about the private capital cycle42:00 Deals of the Week: Black Forest Labs, ICEYE, Expedition Growth Capital44:00 Robotics is the next AI wave — and the picks-and-shovels startups emerging now

Our featured guest this month is Shane Cox, Director Cyber Fusion Center at MorganFranklin Cyber, interviewed by Frank Victory. News from Denver Summit FC, EchoStar, Atom Computing, Quantinuum, Ibotta, Optiv, FusionAuth, Swimlane, Red Canary and a lot more! Come join us on the Colorado = Security Slack channel to meet old and new friends. Sign up for our mailing list on the main site to receive weekly updates - https://www.colorado-security.com/. If you have any questions or comments, or any organizations or events we should highlight, contact Alex and Robb at info@colorado-security.com This week's news: Denver Summit FC to debut at Empower Field at Mile high, eyes attendance record EchoStar founder Charlie Ergen returns as CEO amid $19.6B SpaceX spectrum deal Ibotta celebrates new downtown Denver headquarters Two Denver-area tech firms advance in $300M quantum competition Cyberattack on CodeRED forces Douglas County Sheriff's Office to seek new alert network Threat Modeling of AI Applications Is Mandatory The Authentication Rabbit Hole: What I Learned From Vibe-Coding Auth with AI 92% Breaches Preventable with AI Automation Stay on top of GitHub vulnerabilities with Dependabot Configurator Upcoming Events: Check out the full calendar ISACA Denver - HOLIDAY PARRRTAAAAYYY - 12/11 Colorado = Security Gives Back - 12/13 View our events page for a full list of upcoming events * Thanks to CJ Adams for our intro and exit! If you need any voiceover work, you can contact him here at carrrladams@gmail.com. Check out his other voice work here. * Intro and exit song: "The Language of Blame" by The Agrarians is licensed under CC BY 2.0

Lane leaving Ole Miss for LSU. The NBA isn't Code Red but it's definately Code Orange. The F1 Championship is a three way race. Who's gonna fight Cena!? The NCAA wants ALLLLLL of the money. ...it's a mad house. 

Forget Pareto's 80/20 rule. What AI is doing is producing a new rule in which 5% of society captures 95% of the value of this revolution. That Was The Week publisher Keith Teare calls this the “Great Compression”, describing it as the new math of our AI age. It's creating a winner-take-most society of increasing inequality and outrage - the kind of situation which, historically, governments have stepped in to redistribute the rewards of a great technological leap forward. That isn't happening today, however, thereby creating what Keith and I describe as a Code Red emergency for humanity. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: Sacks's AI waiver: https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf Sacks's Crypto waiver: https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

Is AI building the future — or inflating the next great tech bubble?This week's episode of Leveraging AI peels back the layers of billion-dollar optimism and uncovers the quiet panic sweeping the AI giants. From OpenAI's internal “Code Red” to Anthropic's cautious warnings, host Isar Meitis walks you through the pivotal shifts shaking the foundation of the AI industry.While tech giants throw trillions into compute power and bold promises, business adoption is… shockingly stagnant. Are we seeing signs of a bubble about to burst — or is the market simply catching its breath before the next leap?If you're a business leader navigating the hype, headlines, and high stakes, this is your briefing.In this session, you'll discover:Why OpenAI froze development and went into Code Red modeHow $8 trillion in projected AI infrastructure is colliding with disappointing ROIThe growing disconnect between enterprise AI adoption and corporate AI spendWhat top CEOs like IBM's Arvind Krishna and Anthropic's Dario Amodei really think about the AI investment surgeA jaw-dropping look at deep AI infrastructure costs and the five-year obsolescence cycleWhy Claude Opus 4.5 is being called the best coding model on the marketThe bold new moves from AWS, including agentic AI factoriesPolitical pressures: PAC wars, employee protests, and the race to regulateAnd what your company should (and shouldn't) do right now to stay aheadAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

It's A.I. model rollout season in Silicon Valley, and OpenAI appears to be feeling the pressure. Sam Altman, the chief executive of OpenAI, sent a memo to staff on Monday declaring a “code red” effort to improve ChatGPT and delay other initiatives. We explain why the latest frontier models from Google and Anthropic have OpenAI spooked and how the company is reshuffling priorities to respond. Then, we give our honest thoughts on which A.I models we like best and share how we're using A.I. in our day-to-day lives. And finally, we take a look at some of the most popular A.I.-generated content on the internet this week in our latest installment of the Hard Fork Review of Slop.Additional Reading: What OpenAI Did When ChatGPT Users Lost Touch With RealityGoogle Unveils Gemini 3, With Improved Coding and Search AbilitiesTourists Tricked by Fake Royal Christmas MarketDeepfake of North Carolina lawmaker used in award-winning Whirlpool video We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app.

First things first: David and Nilay are both having some TV problems, and they need to talk it out. But then they get to the news of the week, including Samsung's new extra-foldy foldable phone, and a big change in the design departments at both Apple and Meta. What does it all say about the future of smart glasses? After that, the hosts talk through why Sam Altman declared a code red inside of OpenAI in order to redirect focus to ChatGPT — and whether the technology that has made all these products possible is actually the right technology moving forward. Finally, in the lightning round, it's time for Brendan Carr is a Dummy, recap season, "dear algo," and thermostats. Further reading: Samsung's Z TriFold is official and it looks like a tablet with a phone attached  Huawei tris again.  Huawei's first trifold is a great phone that you shouldn't buy  Apple's head of UI design is leaving for Meta  Apple AI chief steps down following Siri setbacks  Louie Mantia's blog post about Dye Zuck's post about the new team Linux usage on Steam hits a record high for the second month in a row  OpenAI declares ‘code red' as Google catches up in AI race  OpenAI just made another circular deal  Anthropic's AI bubble ‘YOLO' warning  Anthropic's racing OpenAI to go public  Normalizing extraterrestrial data centers I tested five AI browsers and lost my mind in the process The AI boom is based on a fundamental mistake Ilya Sutskever – We're moving from the age of scaling to the age of research FCC boss Brendan Carr claims another victory over DEI as AT&T drops programs First there was nothing, then there was Hoto and Fanttik This new Honeywell Home smart thermostat can answer your Ring doorbell Spotify Wrapped 2025 turns listening into a competition  YouTube introduces its own version of Spotify Wrapped for videos  Amazon Music Delivered puts your top tunes on a festival poster.  Google Photos Recap will tell you how many selfies you took this year “Dear algo.”  Subscribe to The Verge for unlimited access to theverge.com, subscriber-exclusive newsletters, and our ad-free podcast feed.We love hearing from you! Email your questions and thoughts to vergecast@theverge.com or call us at 866-VERGE11. Learn more about your ad choices. Visit podcastchoices.com/adchoices

OpenAI's Sam Altman has called a 'Code Red' at the AI giant as Google Gemini 3 might be overtaking them. But new models 'Garlic' and 'Shallotpeat' might leapfrog them back in front. Plus, Kling's new O1 and Video 2.6 AI video models are both good and, well, not so good. And Runway Gen 4.5 seems interesting but not out to everyone yet. Meanwhile, Sora 2 users are busy generating fake clips of 'Bird Game 3' and Chinese robotics start-up EngineAI brings forth their T-800 model which might as well be The Terminator. IS IT TIME TO FREAK OUT ABOUT ROBOTS? MAYBE. MAYBE IT IS.   Get notified when AndThen launches: https://andthen.chat/ Come to our Discord to try our Secret Project: https://discord.gg/muD2TYgC8f Join our Patreon: https://www.patreon.com/AIForHumansShow AI For Humans Newsletter: https://aiforhumans.beehiiv.com/ Follow us for more on X @AIForHumansShow Join our TikTok @aiforhumansshow To book us for speaking, please visit our website: https://www.aiforhumans.show/   // Show Links // OpenAI's 'Code Red' To Battle Gemini Progress https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=c3oojq&shared=09f911ca8bc5c944 More on CodeRed: https://www.theguardian.com/technology/2025/dec/02/sam-altman-issues-code-red-at-openai-as-chatgpt-contends-with-rivals OpenAI Chief Research Mark Chen Discusses Gemini 3 & new models https://x.com/ashleevance/status/1995644118362718528?s=20 OpenAI New Models Garlic & Shallotpeat https://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gains?rc=c3oojq&shared=fb95c0bf1c900288 Kling 01 Model: Very Good AI Editing https://x.com/Kling_ai/status/1995506929461002590?s=20 Gavin's Football Tests https://x.com/gavinpurcell/status/1995877894342803656?s=20 Kling 2.6 with voice! THE ACTING! https://x.com/Kling_ai/status/1996238606814593196?s=20 Gavin's test https://x.com/gavinpurcell/status/1996270217253847487?s=20 Runway 4.5 Announced https://x.com/iamneubert/status/1995493501363270068?s=20 https://runwayml.com/research/introducing-runway-gen-4.5 Apple StarFlow-V https://x.com/BenjaminDEKR/status/1995634681925025833?s=20 Sync React-1 https://x.com/synclabs_so/status/1995556298419474665?s=20 Bird Game 3: The AI video game that doesn't exist has taken over Tiktok https://www.polygon.com/is-bird-game-3-real-ai-pigeon-hummingbird-what-is-tiktok-gameplay/ EngineAI Robot Called T-800  https://x.com/TheHumanoidHub/status/1995759737145589843?s=20 https://youtu.be/FGcQqyCaG5s?si=_pUZgjZiWHKmPZ7g Ongo: The weirdest desk lamp talking robot https://x.com/Karim_RC/status/1995538458836959487?s=20 Tesla Optimus Getting Laps In https://x.com/Tesla_Optimus/status/1995973133770350924?s=20 Character Consistency With Nano Banana Pro (Set Visits To Famous Movies) https://www.reddit.com/r/Bard/comments/1pb4nvc/maintaining_character_consistency_in_nano_banana/ Googly Eyed Animals & Objects in Nano Banana Pro https://x.com/madpencil_/status/1993654188723851585?s=20 NBP Weather For Your City Prompt https://x.com/PavolRusnak/status/1995165498774802607?s=20 Uh, Now AI Video Is Cooking Minions https://x.com/Solopopsss/status/1995488475240628407?s=20  

Thoughts on OpenAI as Sam Altman declares a “Code Red” in response to Gemini 3, including real concerns about ChatGPT's market position, why the missed ads opportunity is becoming more acute, and ominous Google history. From there: Context on Alan Dye's departure from Apple, Meta's emphasis on a new design language, and the Meta fundamentals regardless of AR/VR and its AI efforts. At the end: Amazon's tranium chips and its AI efforts, Substack and the challenge of customer acquisition, defending tech at Thanksgiving dinner, and various F1 takes before this weekend's finale in Abu Dhabi.

Bitcoin's down, so the Lessins turned down the heat and pulled out their winter gear. The More or Less squad jumps from SF's drone-powered crime-fighting memes (Daniel Lurie's “no drugs” moment) to how creator-content strategy now drives real deal flow. Jess says 2026 will split the AI tide (we unfortunately did have to touch on AI), with Meta's missing enterprise story dragging its CapEx dreams, while AWS is suddenly courting founders again. From Apple's design chief Alan Dye jumping to Meta to questioning whether OpenAI's “code red” was a decoy, the squad never misses when it comes to the latest thinking in Silicon Valley.Buy Slow's Modern Etiquette book: https://www.amazon.com/dp/B0G4HSKSY5Chapters:Chapters:01:10 Kudos to SF Mayor, Daniel Lurie!07:14 Doom scrolling on a Garmin watch12:34 Holiday gift guides: AI robots, Duolingo piano, Matic vac mop, etc14:30 The creator-VC playbook 21:27 Instagram RTO 5 days per week leadership reality check22:08 Alan Dye leaves Apple for Meta 26:09 Jess' 2026 prediction: The Big Tech divergence is coming27:46 Meta's enterprise gap28:46 AWS outreach to Sam: Bedrock Nova and startup credits31:45 Sam Altman's code red memo -- is it a decoy?33:51 Gemini latency vs GPT why speed matters for Brit (Ad opp?)44:39 Is Aaron Levie for or against AI?46:40 Waymo's safety report and Dave's FSD usage51:21 Recapping the Slow holiday party + Offline's next58:28 Slow's Modern Etiquette Book plug (Link to purchase: https://www.amazon.com/dp/B0G4HSKSY5)We're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTubeConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

From the $140k "real" poverty line to an exclusive look inside the F1 Las Vegas paddock. We debate the welfare "Valley of Death," breakdown the capital flight from Bitcoin to AI, and ask if the "App Layer" is dead. Plus, a major announcement regarding the future of the podcast.Welcome to the Alfalfa Podcast

Jacob Ward of The Rip Current is hosting Tech News Weekly this week, joined by Abrar Al-Heeti of CNET as well! Samsung unveils its upcoming tri-folding phone. OpenAI declares a "code red" to improve the quality of ChatGPT. How do you feel about the idea of ChatGPT being a dating coach for you? And Scott Weiner's work on shaping AI regulation. Abrar chats about Samsung's unveiling of its upcoming tri-folding phone, the Galaxy Z TriFold. Jacob shares how, after Google and Anthropic have made considerable strides in their own AI models, Gemini 3 and Claude Opus 4.5, respectively, OpenAI has declared a 'code red' to divert all resources into improving its ChatGPT model. Journalist Rita Omokha joins the show to chat about her recent article talking about how slowly more women are utilizing AI in providing advice towards aspects of their lives, such as relationship advice. And reporter Adam Rogers stops by to chat with Jacob about California Senator Scott Weiner and the work the senator has done on AI regulation and what could be next down the road. Hosts: Jacob Ward and Abrar Al-Heeti Guests: Rita Omokha and Adam Rogers Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow zapier.com/tnw veeam.com zscaler.com/security

Waymo said their cabs are 90% safer than human-driven cars… then activated “crazy NYC cab mode”.American Eagle surged 15% thanks to Sydney Sweeney… and an Anti-AI pledge.Sam Altman called “Code Red” at OpenAI… because the AI race look like MarioKart.Plus, Spotify Wrapped just came out… so we whipped up Wall Street Wrapped.Tickets on sale **Friday** — The IPO Tour (our In-Person Offering)Austin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-livePlus 3 more in H2 2026…$AEO $GOOG $AMZNBuy your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Timestamps: 0:00 c'mon don't be like that 0:11 Intel Arc GPUs hit 1% market share 1:41 Micron kills Crucial memory 3:50 OpenAI declares 'Code Red' to beat Gemini 5:24 Odoo! 6:22 QUICK BITS INTRO 6:28 India changes its mind on the app thing 7:07 Samsung Galaxy Z Trifold 7:46 New York requires surveillance pricing disclosure 8:23 Android 16 AI notification summaries 9:10 EngineAI T800 vs Unitree H1 NEWS SOURCES: https://lmg.gg/9b7Vy Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we welcome Ed Skoudis to talk about the holiday hack challenge (https://sans.org/HolidayHack). In the security news: Oh Asus Dashcam botnets Weird CVEs being issued CodeRED, but not the worm Free IP checking Internet space junk and IoT Decade old Linux kernel vulnerabilities Breaking out of Claude code Malicious LLMs Hacker on a plan gets 7 years Putting passwords into random websites NPM supply chains strike again LLMs will never be intelligent Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-903

Join Simtheory: https://simtheory.ai/OpenAI has declared "Code Red" as ChatGPT faces growing competition from Gemini and other rivals. In this episode, we break down OpenAI's 6% market share decline, why their ad strategy is on hold, and what they need to do to reclaim the AI crown. We also explore DeepSeek V3.2's impressive capabilities as a cheap open-source alternative, Meta's new policy grading employees on AI skills, and the crisis facing higher education as AI fluency becomes essential. Plus, Fatal Patricia hits #1 on our Spotify charts, and Tesla's Optimus robot is running like a slightly unfit human.CHAPTERS:00:00 Intro - OpenAI Code Red & Market Share Crisis07:03 ChatGPT's Failure to Go Deeper Into Users' Lives16:33 What OpenAI Needs to Win Back the Crown26:46 Chris's Wishlist for an OpenAI Comeback31:22 DeepSeek V3.2 - The Open Source Threat39:34 Meta Grading Workers on AI Skills46:29 The University & Education AI Crisis56:25 Fatal Patricia Hits #1 & WTF of the WeekThanks for listening. Like & Sub. xoxox

Apple design chief Alan Dye exits for Meta, OpenAI sounds a “code red” as Google surges in AI, Sony A7V is out, Bending Spoons may be the tech world's Thanos, and we rank Apple's products, but correctly.Ad-Free + Bonus EpisodesShow Notes via EmailWatch on YouTube!Join the CommunityEmail Us@stephenrobles on Threads@jasonaten on ThreadsMusic by: Breakmaster Cylinder------------------------------Sponsors:Framer: Start creating for free at framer.com/design, anduse code PRIMARY for a free month of Framer Pro.Shopify: Sign up for your one-dollar-per-month trial and start selling today at: shopify.com/primaryGusto - Try Gusto today at gusto.com/primary, and get three months free when you run your first payroll!------------------------------Links from the showThis Shortcut Will Give You the Year-End Recap that Apple Won'tScreen Time 2025 ShortcutYouTube 'Recap' is a video version of Spotify WrappedApple AI Chief John Giannandrea Retiring After Siri Delays - MacRumorsApple design boss Alan Dye departing for Meta - 9to5Macto commemorate alan dye moving from apple to meta, here's one of his best quotesToday we're establishing a new creative studio in Reality Labs led by Alan Dye, who has spent nearly 20 years leading design at Apple.Bending Spoons to acquire Eventbrite in $500M all-cash deal - Tech.euOpenAI declares ‘code red' as Google catches up in AI race | The VergeChatGPT ads are on the way, but iPhone users can avoid them - 9to5MacHands-on: Sony's A7 V uses a partially stacked sensor for silent shooting | The VergeSony a7 V Review: The End Game - YouTubeSara Dietschy's Sony Grid - InstagramRunway says its new text-to-video AI generator has ‘unprecedented' accuracy | The VergeOnly Good Use of AI - InstagramApple unveils the winners of the 2025 App Store Awards - AppleThe best Apple gadgets, ranked | The VergeThe iPad's Software Problem Is Permanent - YouTube ★ Support this podcast ★

BT & Sal bring in sports betting insider Nick Kostos to dissect the critical Week 14 NFL slate. Kostos issues a "Code Red" for the Chiefs, arguing they are a must-win team against the surging Houston Texans and declaring their season over if they lose. He reveals why the injury-depleted Lions are ripe for a Dallas Cowboys upset on Thursday night, a game he views as an "elimination game" for the NFC East race. Other hot takes include: The Colts' Collapse: Why the Jaguars will beat a team led by a quarterback playing on a broken leg. The NFC North: Why the Packers are better than the Bears, despite Chicago's recent wins. Giants' Future: A quick-fire prediction on who will be the G-Men's head coach in 2026.

This week we welcome Ed Skoudis to talk about the holiday hack challenge (https://sans.org/HolidayHack). In the security news: Oh Asus Dashcam botnets Weird CVEs being issued CodeRED, but not the worm Free IP checking Internet space junk and IoT Decade old Linux kernel vulnerabilities Breaking out of Claude code Malicious LLMs Hacker on a plan gets 7 years Putting passwords into random websites NPM supply chains strike again LLMs will never be intelligent   Show Notes: https://securityweekly.com/psw-903

Jacob Ward of The Rip Current is hosting Tech News Weekly this week, joined by Abrar Al-Heeti of CNET as well! Samsung unveils its upcoming tri-folding phone. OpenAI declares a "code red" to improve the quality of ChatGPT. How do you feel about the idea of ChatGPT being a dating coach for you? And Scott Weiner's work on shaping AI regulation. Abrar chats about Samsung's unveiling of its upcoming tri-folding phone, the Galaxy Z TriFold. Jacob shares how, after Google and Anthropic have made considerable strides in their own AI models, Gemini 3 and Claude Opus 4.5, respectively, OpenAI has declared a 'code red' to divert all resources into improving its ChatGPT model. Journalist Rita Omokha joins the show to chat about her recent article talking about how slowly more women are utilizing AI in providing advice towards aspects of their lives, such as relationship advice. And reporter Adam Rogers stops by to chat with Jacob about California Senator Scott Weiner and the work the senator has done on AI regulation and what could be next down the road. Hosts: Jacob Ward and Abrar Al-Heeti Guests: Rita Omokha and Adam Rogers Download or subscribe to Tech News Weekly at https://twit.tv/shows/tech-news-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: hoxhunt.com/securitynow zapier.com/tnw veeam.com zscaler.com/security

Daily Snippet vom 04.12.2025 Wenn der Marktführer Panik ausruft, passiert nie etwas Gutes. Sam Altman sieht sein Monopol bröckeln, KI-Power wandert zu Google und Anthropic macht sich bereit für einen Börsengang, der den gesamten Sektor umkrempeln könnte. Was das für deine Investments bedeutet, erkläre ich dir im neuen #dailysnippet . —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/daily-snippet-04-12-2025 —— Folge mir für ehrliche Finanz-Einblicke!  Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung: 

This week we welcome Ed Skoudis to talk about the holiday hack challenge (https://sans.org/HolidayHack). In the security news: Oh Asus Dashcam botnets Weird CVEs being issued CodeRED, but not the worm Free IP checking Internet space junk and IoT Decade old Linux kernel vulnerabilities Breaking out of Claude code Malicious LLMs Hacker on a plan gets 7 years Putting passwords into random websites NPM supply chains strike again LLMs will never be intelligent   Visit https://www.securityweekly.com/psw for all the latest episodes! Show Notes: https://securityweekly.com/psw-903

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over dogma, beyond “disruption” in corporate strategy, and more! Then at 36:28, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Eaton Vance and Rocket Money. Get Active with EVSD, The Symbol of Short Duration Income. See how at https://www.eatonvance.com/EVSD Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today.   Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Winner of the CTP Cup for IBIT Announcing the participants for the CTP Cup 2025 Calling a Code Red! Sam Altman’s declaration PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers  Warm-Up - Winner of the CTP for IBIT - Announcing the participants for the CTP Cup 2025 - Calling a Code Red! Sam Altman's panic - Here come the Tariff lawsuits - - Smart Toilets are a thing (And learning the Bristol Scale) Markets - Horses can smell the barn.... Seasonal Trends - PR Teams - full throttle - (This is their Social Media) - Tax planning over the next couple of weeks may see some selling into year end Impressive Results - India's economy grew at a faster-than-expected pace of 8.2% in the quarter ended September against a forecast of 7.3% in a Reuters poll and 7.8% expansion in the previous quarter, data released last Friday showed. - The Indian government has cut consumer taxes on hundreds of items and implemented long-delayed labour reforms in the last three months as it tries to keep the domestic economy strong in the face of global uncertainties. - Strongest in 6 quarters - Economists said stockpiling for the festive season as well as expedited exports ahead of the 50% tariff deadline on August 27 might have contributed to the quarterly growth figures. - Manufacturing output rose 9.1% in the quarter ending in September from a year earlier against growth of 7.7% a quarter ago, while construction expanded 7.2% year-on-year from 7.6% a quarter ago. NVDA Spreading Out - Nvidia on Monday announced it has purchased $2 billion of Synopsys common stock as part of a strategic partnership to accelerate computing and artificial intelligence engineering solutions. - As part of the multiyear partnership, Nvidia will help Synopsys accelerate its portfolio of compute-intensive applications, advance agentic AI engineering, expand cloud access and develop joint go-to-market initiatives, according to a release. - Nvidia said it purchased Synopsys' stock at $414.79 per share (Now at $445) Amazon Ultra Fast Service - The parent company of Instacart fell nearly 4% after Amazon said it's testing “ultra-fast” delivery of groceries in Seattle and Philadelphia. - These deliveries take about 30 minutes or less, said Amazon. - Doordash and other delivery companies stocks also fell. Microstrategy - Strategy - Stock has been under pressure - Who knows what the company actully does anymore - Leverage Bitcoin play - issuing massive debt and convertibles to but Bitcoin - Stock down 39% this year and 52% 1 -year (Up 400% in the last 5 years) -Bitcoin dropped below $87k this week before staging a recovery bounce. Devil's Metal - Silver has outpaced gold in 2025, with a growth of about 71%, compared to gold's 54%. - Silver mine production has been decreasing for the past ten years, especially in Central and South America, due to mine closures, resource depletion and infrastructure challenges. - While industrial demand for silver is expected to decline slightly in 2025, the metal is increasingly used in electric vehicles, for AI components and in photovoltaics. - Some people are saying that people were having to transport silver by plane rather than on cargo ships to meet delivery demand INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ Some Trump Updates: - Reiterates his view that Chair Powell should reduce rates. - Says he's negotiating with Democrats on healthcare. - Plans to give refunds out of collected tariffs. Crying Game - SoftBank Group founder Masayoshi Son on Monday downplayed the decision to offload the conglomerate's entire Nvidia stake, saying he “was crying” over parting with the shares. - Speaking at a forum in Tokyo Monday, Son addressed SoftBank's November disclosure that the firm had sold its holding in the American chip darling for $5.83 billion. - According to Son, SoftBank wouldn't have made the move if it didn't need to bankroll its next artificial intelligence investments, including a big bet on OpenAI and data center projects. Are Stocks Overvalued? CAPE RATIO Consumers... Consumer Confidence CODE RED -  Chief executive Sam Altman reportedly declared a “code red” on Monday, urging staff to improve its flagship product ChatGPT, an indicator that the startup's once-unassailable lead is eroding as competitors like Google and Anthropic close in. - In the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT. This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said. - Herein lies the problem with this entire tech market - what if ChatGPT fades to the sideline with $1.5Trillion promised over the next 5-7 years? - Remember, Google declared a Code Red after the arrival of ChatGPT. AI Takeover - Massachusetts Institute of Technology on Wednesday released a study that found that artificial intelligence can already replace 11.7% of the U.S. labor market, or as much as $1.2 trillion in wages across finance, health care and professional services. - The study was conducted using a labor simulation tool called the Iceberg Index, which was created by MIT and Oak Ridge National Laboratory. - The index simulates how 151 million U.S. workers interact across the country and how they are affected by AI and corresponding policy. Costco Sues - Costco filed a lawsuit asking for a full refund of tariffs the warehouse club giant has paid since President Donald Trump imposed “reciprocal” and “fentanyl” tariffs earlier this year. - Costco sued the Trump administration to get a full refund of new tariffs it paid so far this year, and to block those import duties from continuing to be collected from the retail warehouse club giant as a Supreme Court case plays out. - Costco is worried that it would lose the money even if the Tariffs were deemed illegal. Fat Cutting -  Eli Lilly said it is lowering the cash prices of single-dose vials of its blockbuster weight loss drug Zepbound on its direct-to-consumer platform, LillyDirect. - Starting Dec. 1, cash-paying patients with a valid prescription can pay $299 to $449 per month for Zepbound vials on LillyDirect, depending on the dose, down from a previous range of $349 to $499 per month. - The announcement comes just weeks after President Donald Trump inked deals with Eli Lilly and Novo Nordisk to make their GLP-1 drugs easier for Americans to access and afford. Smart Toilets - This year industry giants Toto Ltd. and Kohler Co. introduced smart toilets capable of analyzing what is in the bowl - Launched in August, the latest model in the Neorest line starts at roughly $3,200. - It uses an LED light and a sensor to read the shape, color, hardness and volume of stool as it drops, and sends data to a smartphone app in less than a minute. - Each toilet can support as many as six users — enough for most households — while some companies have bought multiple units for their employees. Toto aims to sell 7,300 units annually by 2028. - For now the stool-scanning Neorest is available only in Japan. - The app analyzes bowel movements against the Bristol scale, which is commonly used to diagnose constipation, inflammation or diarrhea, and offers simple recommendations such as eating more fiber and drinking more water, or even menu suggestions, like vegetable soup. Bristol Scale Feel Good - Entrepreneur Michael Dell and his wife, Susan, will deposit $250 in the individual investment accounts of 25 million American children in a $6.25 billion philanthropic pledge as part of the Trump administration's Invest America initiative. - $250 each child born after between 2015 and 2025 - The money will go to the accounts of children who live in ZIP codes where the median family's income is $150,000 or less, according to a spokesperson for the Dells. Love the Show? Then how about a Donation? Announcing the Winner for iShares Bitcoin Trust ETF (IBIT) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! CTP CUP 2025 Here is the list of players: Jim Beaver Mike Kazmierczak Joe Metzger Ken Degel David Martin Dean Wormell Neil Larion Mary Lou Schwarzer Eric Harvey (2024 Winner) FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Shoot us a Text.Episode #1210: President Trump moves to unwind fuel-economy rules, hybrids surge while EV sales stumble across major brands, and OpenAI hits “code red” as the AI race heats up.Show Notes with links:The Trump administration is preparing to undo Biden-era fuel economy rules, arguing the standards have inflated new-car prices and forced unwanted EV adoption.Proposed rules expected to significantly soften the Biden-era 2031 target of ~50 mpg.Detroit automaker execs, including Stellantis CEO Antonio Filosa, will attend Wednesday's announcement.Trump frames the rollback as necessary to reduce vehicle prices, despite economists noting price drops wouldn't be immediate.Trump said he's “bringing back the automobile business,” predicting the industry will be “bigger than we've ever been.”He noted he likes EVs and believes hybrids “are working really well,” but defended ending what he called the “insane electric vehicle mandate” to ensure buyers “have a choice.”November delivered a clear message from American shoppers: hybrids are in, EVs… not so much. Across Toyota, Ford, Honda, Hyundai and Kia, strong hybrid gains couldn't offset steep EV drop-offs after the loss of federal tax credits—shaking up sales trends as dealers prep for year-end pushes.Toyota sales rose 2.7%, powered by light trucks, but EV volume cratered; electrified sales (mostly hybrids) still made up 44% of all deliveries.Ford deliveries dipped 0.7% as F-150 Lightning sales fell 72% and Mustang Mach-E dropped 49%, while hybrids climbed 14%.Honda sales slid 15% on semiconductor shortages; EVs collapsed—Prologue down 87% and ZDX down 98%.Hyundai-Kia stayed mixed: Hyundai down 2.3% as EV demand tanked again, Kia up 2.7% on strong hybrids and core crossovers.“With more tariffed products replacing existing nontariffed inventory, prices are drifting higher, leading to slower sales… and this may last through the remainder of the year and into next year,” said Cox Automotive's Charlie Chesbrough.OpenAI is hitting the panic button—literally—declaring a “code red” to overhaul ChatGPT's quality as Google's Gemini surge and Anthropic's business traction close the gap. With massive data-center spending, user expectations rising, and now early signs of ads coming to ChatGPT, the pressure is officially on.Sam Altman told staff OpenAI is pausing other projects to focus entirely on ChatGPT's speed, reliability, personalization, and question-handling, including starting a daily call for those responsible for improving ChatGPT.Competitor pressure is mounting: Google's latest Gemini model beat OpenAI onJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

A.M. Edition for Dec. 2. OpenAI declares “code red” in a memo to employees, as its lead in the AI race narrows. WSJ's Berber Jin explains what has OpenAI CEO Sam Altman rattled and what this all means for investors. Plus, Democrats hope a tight special election in Tennessee today can flip a consistently Republican district in their favor. And, what will Disney look like without Bob Iger? WSJ entertainment reporter Ben Fritz has got the inside scoop on the top contenders jockeying to succeed him. Caitlin McCabe hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Apple revamps its AI team. And Samsung unveils its Galaxy Z TriFold smartphone. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google's ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day. OpenAI CEO Declares ‘Code Red' to Combat Threats to ChatGPT, Delays Ads Effort (The Information) Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors) Samsung's Z TriFold is official and it looks like a tablet with a phone attached (The Verge) Google, Nvidia, and OpenAI (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI has entered an all-out Code Red as Sam Altman orders the company to redirect resources toward sharper reasoning, faster performance, and a more capable ChatGPT after weeks of narrative momentum tilting toward Google and Anthropic. The move signals a dramatic strategic pivot at a moment when competitive pressure is reshaping expectations for frontier models and assistant dominance. In today's headlines: Apple pushes out its longtime AI chief, new video and image models drop from Runway, DeepSeek, and Kling, and OpenAI takes an ownership stake in Thrive Holdings.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Rovo - Unleash the potential of your team with AI-powered Search, Chat and Agents - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rovo.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AssemblyAI - The best way to build Voice AI apps - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.assemblyai.com/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LandfallIP - AI to Navigate the Patent Process - https://landfallip.com/Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://robotsandpencils.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? sponsors@aidailybrief.ai

Michael and Susan Dell have gifted $6.5 billion to 25 million investment accounts for American children, adding momentum to the Invest America Act. Tech investor Brad Gerstner has long been a proponent of this initiative, and he explains how and why it will work for Americans and the American capitalist system. Then, chairman of Heaven Hill Max Shapira discusses how the largest family-owned and operated distillery in the U.S. has weathered 90 years of changes in consumer tastes and liquor regulation. Plus, OpenAI's Sam Altman has declared a “code red” in the face of ChatGPT competition, Costco is suing the Trump administration over tariffs, and crypto has suffered a massive plunge.  Eamon Javers - 10:37Brad Gerstner - 15:40Max Shapira - 40:17 In this episode:Eamon Javers, @eamonjaversBrad Gerstner, @altcapJoe Kernen, @JoeSquawkBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

December 2, 2025: Today's episode breaks down several major developments shaping the future of work: new research showing CHROs under intense pressure, employees quietly using AI to automate half their workload, Satya Nadella calling empathy a workplace superpower, Accenture rebranding 800,000 employees as "reinventors," OpenAI declaring a "code red" as Gemini gains ground, and a surprising case of an employee using AI to fake an injury that HR approved instantly. I break down what each of these signals means for leaders, HR teams, and anyone building a future-ready organization.

Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a check on how the consumer's held up this holiday season according to alternative data sources and earnings reports - before breaking down what it all means for stocks with Truist Wealth's Chief Investment Officer. Plus: is the Bitcoin bottom in? Or is there more pain to come - the CEO of crypto trading platform Bullish gave his take on the action... before the team turned to gold with TD's Global Head of Commodity Strategy, who argues there's better bets for the new year elsewhere.  Also in focus: Apple's AI shake-up, OpenAI's "Code Red", and Amazon's new AWS plans... The team discussed all 3 headlines, and what it means for shares alongside the broader markets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer discussed stocks rebounding from Monday's losses and Bitcoin rising after its worst day since March. Hear what Cramer said about Strategy Executive Chairman Micheal Saylor — the company's stock is down more than 60% from its year high. On the AI trade, the anchors reacted to reports that OpenAI CEO Sam Altman is declaring a "code red" to improve ChatGPT in wake of heightened competition from Google's Gemini AI model. Also in focus: The news that caused shares of Nvidia to jump, Apple's AI shakeup, Amazon tests ultrafast delivery, Ford November auto sales, consumers and the new car sales slowdown, the jump in the 30-year bond yield and what's at stake for the housing market and homebuilders. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Giving TreeMichael and Susan Dell to donate $6.25 billion to fund 'Trump accounts' for 25 million U.S. kidsLyft CEO: This Giving Tuesday, I'm matching every rider's donationDavid Risher: $78M in 2023Jeff Bezos and Lauren Sánchez Bezos commit $102.5 million to organizations combatting homelessness across the U.S.: ‘This is just the beginning'The wedding of Jeff Bezos and Lauren Sánchez in Venice is estimated to have cost between $46.5 million and $55.6 millionMacKenzie Scott's $19 billion donations have turned philanthropy on its head—why her style of giving actually worksFighting back! (Stakeholders Rule!)New York City Council passes landmark AI oversight packageThe New York City Council unanimously passed a collection of bills that are designed to provide a heightened level of oversight for the city's use of artificial intelligence tools.Bernie Sanders and Mamdani joined the Starbucks picket line in Brooklyn More than 1,000 Amazon employees sign open letter warning the company's AI ‘will do staggering damage to democracy, our jobs, and the earth'Costco sues Trump administration over tariffs, seeks full refundCostco filed a lawsuit at the U.S. Court of International Trade on Friday, saying the administration's tariffs imposed under the International Emergency Economic Powers Act (IEEPA) are unlawful.The 1977 law has historically been used to impose sanctions against other nations.Exxon bid to dismiss Connecticut climate lawsuit failsA judge moved the case closer to trial after rejecting the company's request to toss it out.OpenAI Completed Its Conversion. A New Ballot Initiative Seeks to Reverse ItA coalition that tried and failed to block OpenAI's conversion earlier this year is back with a new tactic: a California ballot initiative aimed at reining in the startup's power.The planned initiative, dubbed the California Charitable Assets Protection Act, was filed Monday with California's attorney general. It doesn't mention OpenAI by name, but calls for the creation of an oversight board empowered to review and potentially reverse conversions to nonprofit organizations engaged in scientific and technological research that have happened in the state since January of 2024.Starbucks to settle with over 15,000 New York City workers for roughly $35 millionStarbucks will pay about $35 million to more than 15,000 New York City workers to settle claims it denied them stable schedules and arbitrarily cut their hours.The company will also pay $3.4 million in civil penalties under the agreement with the city's Department of Consumer and Worker Protection.It also agrees to comply with the city's Fair Workweek law going forward.Fighting back! (Shareholders Rule!)Michael Burry calls Tesla ‘ridiculously overvalued' and knocks tech industry for a widely used practiceThe post is critical of Tesla and the technology industry as a whole for its use of stock-based compensation and then ignoring it as a legitimate expense.Burry said Tesla share dilution should continue following shareholder approval of CEO Elon Musk's historic pay package.Second proxy adviser calls for vote against Westpac director over ASX stintA second influential proxy adviser has recommended institutional investors vote against re-electing Westpac non-executive director Peter Nash, citing his six-year stint on the board of the troubled Australian Securities Exchange (ASX).CGI Glass Lewis said in a new report on Tuesday that investors should vote against Nash who joined the Westpac board in March 2018 and chairs the board's audit committee.Norway wealth fund to back call for Microsoft human rights report at AGMMicrosoft AGM takes place on December 5Norway wealth fund is Microsoft's eighth-largest shareholderThe fund also said it would vote against the re-appointment of CEO Satya Nadella as chair of the board, as well as against his pay package.PotpourriOpenAI declares ‘code red' as Google catches up in AI raceIn the memo, reported by the Wall Street Journal and The Information, Altman said the company will be delaying initiatives like ads, shopping and health agents, and a personal assistant, Pulse, to focus on improving ChatGPT.This includes core features like greater speed and reliability, better personalization, and the ability to answer more questions, he said.Corporations say they prioritize people. So why do so few chief people officers become CEOs?Only 16 of the CEOs at the 1,000 biggest companies have HR experience.Stephanie Mehta is CEO and chief content officer of Mansueto Ventures, publisher of Inc. and Fast CompanyMATTUplifting stories:Costco sues Trump admin seeking tariff refunds before Supreme Court rules if they're illegalWhy it's uplifting:Costco is the retail bulwark against stupidity - and they're getting paid for it with persistent quarterly growthCostco board member defends DEI practices, rebukes companies scrapping policiesCostco Under Fire in 19 States for Taking Stand Against TrumpSecond proxy adviser calls for vote against Westpac director over ASX stintWhy it's uplifting:This IS NOT AN ACTIVIST DRIVEN VOTE, and it isn't about attendance! This is purely driven by conflict of interest - an ASX listed company using an ASX board member, a board member who up until 6 years ago lead KPMG in Australia - and KPMG is now Westpac's auditorThe move is underway - ISS/GL were never going to vote against directors in the US first, but Australia is much easier to targetGoogle's data centers could actually be going to the moonWhy it's uplifting:While we couldn't solve the climate crisis for the sake of HUMANITY, we WILL solve it for the sake of AI:one hundred trillion times more energy than we produce in all of Earth todayThe space pitch arrives when Earth is starting to look like a bad long-term landlord for the AI build-out. A 2024 Lawrence Berkeley National Laboratory report found that U.S. data centers already chew through about 4.4% of the country's electricity, and that share could climb to as much as 12% by 2028 as GPU farms multiply. McKinsey puts a price tag on the race to scale data centers: roughly $6.7 trillion in global data center capex by 2030, about $5 trillion of that aimed at AI-ready infrastructureextraterrestrial data centers could cut emissions by a factor of 10 compared with their earthbound cousinsAlso, GTFO!

OpenAI's Sam Altman issues a ‘Code Red' as Google threatens the company's lead. Bitcoin bounces back from its worst day since March, but can you trust the comeback? Plus, Amazon just upped the ante in the food delivery wars. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben discusses Apple's AI chief stepping down, OpenAI's 'code red' warning, Signet's earnings, and ISM Manufacturing data.Song: A Long December - Counting CrowsFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

OpenAI has declared a "code red" as it faces intensified competition from companies like Google and Anthropic, prompting a shift in focus towards enhancing the capabilities of its ChatGPT platform. CEO Sam Altman has urged staff to prioritize improvements in speed, reliability, and personalization, delaying other initiatives such as advertising. This strategic pivot comes as OpenAI also announced an ownership stake in Thrive Holdings, a company that acquires and transforms service firms, particularly in accounting and IT, with the aim of integrating AI to improve operational efficiency.A recent study by Stebo Systems highlights a significant gap between Chief Information Officers' (CIOs) perceptions of their organizations' AI readiness and the actual state of their data management. While 91% of U.S. business leaders recognize the importance of customer data management, only 31% fully trust their data. The study reveals that 76% of organizations still rely on side spreadsheets to address data issues, indicating a lack of centralized data governance. This fragmentation leads to wasted time and lost revenue, underscoring the need for robust data governance frameworks as organizations aim to adopt AI-driven services.The episode also discusses the implications of surveillance AI, particularly a model developed by Securis Technologies that predicts and prevents crimes among inmates using data from prison phone calls. While the company claims success in disrupting criminal activities, concerns about civil liberties and the ethical use of such data have been raised. This situation serves as a cautionary tale for IT service providers, emphasizing the importance of establishing governance frameworks to mitigate risks associated with AI deployment in business environments.For Managed Service Providers (MSPs) and IT leaders, the key takeaway is the necessity of controlling their own AI strategies. As OpenAI integrates vertically into the service industry, independent MSPs must differentiate themselves by building their own AI capabilities and data governance practices. The episode stresses that without a solid data foundation, AI initiatives are likely to fail, and MSPs should focus on enhancing data quality and governance to ensure successful AI implementations and maintain client trust. Four things to know today 00:00 OpenAI Pauses Ads Amid “Code Red” While Buying Into MSP Rollup, Raising Platform–Competitor Concerns05:16 Leaders Say They're Ready for AI — but Their Data Still Lives in Side Spreadsheets07:49 Securus Call-Monitoring AI Shows How Predictive Surveillance Could Spill Into Workplace Tools10:27 New AI Helpers and Simple M365 Assessments Raise the Bar for Modern IT Providers This is the Business of Tech.    Supported by:  https://getflexpoint.com/msp-radio/https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorship

Mike Armstrong and Marc Fandetti break down how diversified the S&P 500 really is. OpenAI declares ‘Code Red' as Google threatens AI lead. Washington must break its promise on Social Security. How sticky is US inflation? The end of the slop bowl era.

From OpenAI CEO Sam Altman issuing a "code red" to employees, to the international front in the Japanese bond market, Marley Kayden and Sam Vadas explain what makes Tuesday's headlines so critical to Wall Street. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The pace of new AI developments could now be making OpenAI feel nervous, with CEO Sam Altman reportedly issuing a ‘code red' in a memo to employees, asking them to refocus efforts on its core ChatGPT product. The memo could be proof that the once-AI leader's moat is breached.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Information's Editor-in-Chief Jessica Lessin and reporter Stephanie Palazzolo talk with TITV Host Akash Pasricha about Sam Altman declaring a "Code Red" at OpenAI and what deprioritizing ads and agents means for the company's strategy. We also talk with The Information's Aaron Tilley and Aaron Holmes about the high-level AI shakeup at Apple with John Giannandrea's departure, Cloud reporter Anissa Gardizy about Marvell's advanced talks to buy Celestial AI and challenges facing AI data center construction, and we get into AI's impact on advertising with Highbeam CEO Sameer Shergill. Articles discussed on this episode: https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-efforthttps://www.theinformation.com/articles/marvell-advanced-talks-buy-celestial-ai-multibillion-dealhttps://www.theinformation.com/articles/openai-developing-garlic-model-counter-googles-recent-gainsTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda