The Startup Podcast

Insiders React: ChatGPT Pulse: An Overpriced Daily Digest? + Hollywood’s First AI Actress, Amazon’s $2.5B Settlement

Oct 2, 2025
OpenAI's ChatGPT Pulse promises personalized daily updates, but is it an overhyped trend? The hosts discuss how context, not just performance, is becoming crucial in AI. Hollywood's first AI actress, Tilly Norwood, raises questions about the future of acting. They explore Amazon's hefty $2.5B settlement for deceptive practices and what it reveals about customer trust. The debate continues on whether AI can replace the emotional depth of human actors while still addressing business strategies behind episodic releases.
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INSIGHT

Context Is The New AI Moat

  • Context, not raw model performance, is becoming the key AI moat because the model that knows you best performs best for you.
  • OpenAI leverages user memory and install base with Pulse to lock in users even if other models are technically better.
ADVICE

Gate Expensive Features To Manage Costs

  • Expect costly compute for proactive, personalized surfaces; companies should price or gate features to manage costs.
  • Consider offering advanced contextual features to premium users first while optimizing to scale to all users later.
INSIGHT

Niche Enterprise Focus As A Strategy

  • Anthropic appears to be shifting toward enterprise and coding workflows rather than broad consumer play.
  • Specializing in developer and enterprise tools can be a pragmatic path when consumer competition is capital-intensive.
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