OpenAI Declares Code Red
The AI Daily Brief: Artificial Intelligence News and Analysis
OpenAI Takes Stake in Thrive Holdings
Nathaniel outlines OpenAI's equity in Thrive Holdings and the strategy to embed AI into acquired service firms.
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.
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