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ChatGPT's Superapp Era, Chip Crunch & AI Does Original Science
Audio is available on Spreaker — see link below.
OpenAI's ChatGPT superapp is weeks from launch — a strategic IPO play targeting 900 million free users — while TSMC warns AI chip demand will outpace supply for years. Plus: an AI model disproves a maths conjecture independently, VC floods industrial AI, and the EU targets US cloud giants.
Audio is available on Spreaker — see link below.
OpenAI is about to overhaul ChatGPT into something far bigger than a chatbot, and the timing tells you everything you need to know. The rollout is now weeks away.
The infrastructure story running underneath all of this is the chip shortage, and it's not resolving anytime soon. TSMC's CEO has warned that global AI chip demand will outstrip supply for years, even with new US fab capacity coming online and aggressive expansion underway.
There's a development this cycle that deserves more attention than it's getting. OpenAI's general-purpose reasoning model disproved a mathematics conjecture independently, without being specifically directed to do so.
The funding rounds this week reinforce a pattern that's been building for months. Venture capital is moving away from broad foundation model bets and toward surgical, domain-specific applications.
One more story with long-range consequences. The European Commission has formally proposed mandatory jurisdictional risk tests for public-sector cloud and AI contracts.
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