tech

Jon Keegan12/9/25

OpenAI races to release updated ChatGPT in response to Gemini, the WSJ reports

OpenAI could release an updated GPT-5.2 as soon as this week as it races to respond to Google’s Gemini 3 chatbot. Last week, OpenAI CEO Sam Altman declared a “code red” in response to the threat, as Google appeared to leap to the front of the pack with its high-scoring AI model.

Altman has directed OpenAI teams to pause work on its quest for AGI and the Sora 2 video generation app, and double down on its core flagship product, ChatGPT, as it faces new pressure from competitors, The Wall Street Journal reports.

Altman seems to be panicking that if the company’s core product falls out of favor, it may not be able to generate the cash needed to pay for the $1.4 trillion worth of deals it has signed, according to the report.

Sam Altman’s Sprint to Correct OpenAI’s Direction and Fend Off Google

Sam Altman’s Sprint to Correct OpenAI’s Direction and Fend Off Google

Altman has directed OpenAI teams to pause work on its quest for AGI and the Sora 2 video generation app, and double down on its core flagship product, ChatGPT, as it faces new pressure from competitors, The Wall Street Journal reports.

Altman seems to be panicking that if the company’s core product falls out of favor, it may not be able to generate the cash needed to pay for the $1.4 trillion worth of deals it has signed, according to the report.

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Wedbush’s Dan Ives predicts Tesla FSD penetration will rise from 12% to above 50%, but doesn’t say how

Ahead of earnings Wednesday, a new Tesla note from Wedbush analyst Dan Ives argues the company is on the cusp of a Robotaxi-driven transformation, with Full Self-Driving penetration rising above 50% and autonomy unlocking as much as $1 trillion in value — putting Tesla on a path to a $2–3 trillion market cap over the coming year.

The issue isn’t the optimism; it’s the absence of mechanics. FSD penetration across Tesla’s global fleet currently sits in the low teens. The note doesn’t explain how Tesla bridges that gap — whether through pricing changes, bundling, or a behavioral shift among mass-market buyers. Tesla is ending the option to buy FSD outright in favor of subscriptions, but that alone isn’t going to push adoption from roughly 12% to 50%.

Ives treats Tesla's Robotaxi progress as inevitable rather than conditional. The removal of safety drivers in Austin — which for now is isolated to two or three vehicles and involves using an extra chase car to follow the Robotaxi — is framed as a tipping point. But there’s little discussion of scaling risks, regulation, real-world performance data, or actual demand. Ives only says President Trump will likely issue an executive order on autonomous rules and regulatory hurdles will effectively disappear — with the implication that FSD adoption would accelerate rapidly.

Even near-term fundamentals are stretched to support the narrative. Tesla didn’t beat Q4 delivery expectations, though Ives says it did, having previously cited whisper numbers rather than analyst consensus. That claim is then used to clear the runway for a valuation argument focused almost entirely on future autonomy.

In the end, this is less an earnings preview note than a statement of belief: autonomy works; adoption follows; Tesla wins at scale.

That story may eventually prove right — but for now, it’s an assertion that outstrips the evidence.

Europe wants to break up with US tech. Here’s how it plans on doing that.

Seeking to reduce its dependency on US tech, the EU is working to build out its own “EuroStack.” Recent tensions between the US and EU have only made this effort more urgent.

Stacked shapes

What analysts expect from Tesla’s Q4 2025 earnings

Tesla reports earnings after the bell Wednesday.

Picture of Elon Musk at Davos World Economic Forum

virtual assistance

12% of American workers use artificial intelligence in their roles every day

A new Gallup survey shows that tech employees, probably unsurprisingly, are leading the charge.

Man and humanoid robot working face to face at computers

tech

Rani Molla1/26/26

Bloomberg: Apple’s updated Siri to arrive in February, chatbot Siri this summer

The smarter, AI-powered Siri that Apple previewed back in June 2024 — capable of using personal data and on-screen context to complete tasks — is finally set to arrive in the second half of February, according to Bloomberg. Meanwhile, a completely overhauled and fully integrated chatbot version of Siri will follow in beta this summer, the outlet reports in an article detailing the executive shake-ups and Google partnership that led Apple to this point.

Inside Apple’s AI Shake-Up and Its Plans for Two New Versions of Siri

Inside Apple’s AI Shake-Up and Its Plans for Two New Versions of Siri

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