OpenAI's Competitive Pressure and Leadership Risks

Jason Howell and Jeff Jarvis unpack Apple's new AI chief Amar Subramanya, ChatGPT's third birthday reflections, and how Silicon Valley is spoofing websites to train its AI agents without getting blocked by the real thing.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

CHAPTERS:

• 0:00:00 - Podcast start
• 0:02:50 - https://simonwillison.net/2025/Nov/30/chatgpt-third-birthday/
• 0:05:30 - https://techcrunch.com/2025/11/30/chatgpt-launched-three-years-ago-today/
• 0:16:25 - https://techcrunch.com/2025/12/01/apple-just-named-a-new-ai-chief-with-google-and-microsoft-expertise-as-john-giannandrea-steps-down/
• 0:22:42 - https://techcrunch.com/2025/12/02/amazon-releases-an-impressive-new-ai-chip-and-teases-a-nvidia-friendly-roadmap/
• 0:29:35 - https://www.rohan-paul.com/p/semianalysis-on-google-tpu-vs-nvidia
• - https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the
• 0:33:25 - https://archive.ph/YsUrX#selection-285.0-285.85
• 0:39:00 - https://deadline.com/2025/11/james-cameron-gen-ai-horrifying-human-art-sacred-avatar-1236631387/?link_source=ta_first_comment&taid=692d672d138b980001cfe084&utm_campaign=trueanthem&utm_medium=social&utm_source=facebook&fbclid=IwY2xjawOaZNRleHRuA2FlbQIxMABicmlkETFCV25hNGNVSm95Tzk0S3pVc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHsePuPpiv_rP7ZGwwz3XHIDvCxbAILSEt1DcFsZBIT8kw3T9uUkOQR3VqHU5_aem_Er2ggpoE7126yXy0m4i_lg
• 0:43:53 - https://www.nytimes.com/2025/12/02/technology/silicon-valley-builds-amazon-and-gmail-copycats-to-train-ai-agents.html
• 0:52:53 - https://venturebeat.com/ai/deepseek-just-dropped-two-insanely-powerful-ai-models-that-rival-gpt-5-and
• 0:55:37 - Runway unveils Gen-4.5 video generation model that tops Video Arena
• 1:00:49 - https://www.nytimes.com/2025/12/01/technology/college-computer-science-ai-boom.html

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