ChatGPT reaches nearly 900 million weekly active users

900M

OpenAI’s ChatGPT is nearing 900 million weekly active users, according to a new report from The Information, up from 800 million in October. The Microsoft-backed chatbot has notably higher usership than Google’s Gemini, which as of its last earnings call had 650 million monthly active users. (ChatGPT’s monthly number is likely much higher than its weekly stats.)

Still, The Information notes that thanks to the success of Google’s latest AI model, app downloads have jumped and visits to its website are growing much more swiftly than those to ChatGPT’s — stats that have contributed to a “code red” situation at OpenAI.

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Jon Keegan2m

Altman: Gemini 3 had less of an impact than we had feared

There have been a lot “code reds” flying around the AI world recently. But it turns out that the latest, declared by OpenAI CEO Sam Altman, may not be as dire as expected.

This morning Altman appeared on CNBC with Disney CEO Bob Iger to discuss Disney’s $1 billion investment in OpenAI. Altman told CNBC that Google’s Gemini 3 has “had less of an impact on our metrics than maybe we feared.”

Rani Molla

22h

How many vehicles analysts think Tesla will deliver this quarter

After a record quarter fueled by the end of the federal EV tax credit, Tesla deliveries are expected to drop.

Rani Molla23h

Google’s YouTube to launch cheaper streaming packages that could potentially compete with Netflix

Google’s YouTube announced today that it will launch 10 genre-specific packages early next year that will cost less than its existing $82.99-per-month YouTube TV.

While the company didn’t specify how much these new packages will cost, they’re expected to come in well under the price of the full YouTube TV bundle. That could put its price point in line with other major streaming services like those offered by Apple, Disney, and Netflix. YouTube already commands the largest share of TV viewership in the US, and lower-priced subscription options could widen its lead even further.

That’s unwelcome news for other streamers, particularly Netflix, which has faced investor pressure since reports emerged about its acquisition of Warner Bros. Discovery.

Paramount has since launched a hostile counterbid, but Netflix’s stock continues to struggle. Shares are down nearly 2% today.

Introducing YouTube TV Plans, launching early 2026

That’s unwelcome news for other streamers, particularly Netflix, which has faced investor pressure since reports emerged about its acquisition of Warner Bros. Discovery.

Paramount has since launched a hostile counterbid, but Netflix’s stock continues to struggle. Shares are down nearly 2% today.

Jon Keegan, Rani Molla

12/10/25

Reports: Meta training its new AI using rival models; switching to closed models in quest for profits

A pair of reports from The New York Times and Bloomberg detail the ongoing struggles between Meta’s upstart AI division and the rest of the company as it seeks to monetize its massive investments in AI.

Mark Zuckerberg, Alexandr Wang, and Shengjia Zhao

Rani Molla12/10/25

Elon Musk tells Google executive that “Waymo never really had a chance against Tesla”

Not one for modesty, Tesla CEO Elon Musk responded to a post on X by Jeff Dean, chief scientist at Google DeepMind, by saying, “Waymo never really had a chance against Tesla.” He added, “This will be obvious in hindsight.”

Dean had noted that Waymo vehicles have driven riders 96 million miles autonomously without a driver, alluding to the fact that Tesla’s Robotaxi service still requires safety operators in the front seat in both its locations.

Tesla currently operates about 30 Robotaxi vehicles in Austin and 120 in the Bay Area, while Waymo had more than 2,500 across the country (at least 200 in Austin and 1,000 in the Bay Area) as of late November. Musk has said Tesla would remove safety monitors in Austin and that it would scale to 500 vehicles there and 1,000 in the Bay Area by year-end, but the clock is ticking on reaching those goals.

Waymo never really had a chance against Tesla. This will be obvious in hindsight.
— Elon Musk (@elonmusk) December 10, 2025

Tesla, of course, is more focused on the 6.7 billion miles its vehicles have driven with Full Self-Driving tech, driver assistance software that requires a driver be present and paying attention. The idea is that, with a software update, millions of Teslas could be turned into potential robotaxis.

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