ChatGPT Growth and Chip-Smuggling Allegations

AI advantage is proving to be compounding, not linear. Drawing on new data from OpenAI, Menlo Ventures, EY, and early AI ROI Benchmarking results, this episode explains how leading organizations are pulling away by using AI more intensively, moving beyond time savings into higher-value use cases, and reinvesting gains back into deeper capabilities—creating flywheels that laggards will struggle to catch. In the headlines: real-world AI benchmarks, OpenAI user growth, chip-war intrigue, Oracle earnings, and AI market volatility.

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