164 - ChatGPT under the gun?

04/12/2025 12 min

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Episode Synopsis

ChatGPT is facing scrutiny ("under the gun") following recent developments, though the episode notes indicate a general lack of excitement over Thanksgiving updates like Kling 01 and Runway gen 4.5.The future of coding is seen as mostly AI-driven, with a mention of Mark Zuckerberg's prediction that all coding will be done by AI within 18 months.Major business developments include a partnership between Suno and Warner Music Group, and the expected roll-out of ads in ChatGPT responses by OpenAI.The financial relationship between OpenAI and Nvidia remains undefined, with the Nvidia CFO noting no definitive agreement, supporting the podcast's long-held view that many agreements are non-concrete and OpenAI's profits may be lower than perceived.A strong debate exists regarding the monetization and competition in the AI space, with arguments suggesting that Google'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.@maxescu@slow_developer@Ross__Hendricks@signulll