Prof G Markets AMD Rallies 24% on OpenAI Deal & Bari Weiss Takes Over CBS News
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Oct 7, 2025 In this engaging discussion, Alex Heath, a tech reporter and co-host of the Access podcast, examines AMD's strategic partnership with OpenAI and its implications for the tech landscape. He shares insights from OpenAI's DevDay, including the ambitious plans for ChatGPT to host third-party apps and the varying reactions from developers. The conversation then shifts to Paramount's $150 million acquisition of The Free Press, exploring Bari Weiss's new role at CBS News and its potential impact on journalism.
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ChatGPT As An App Platform
- ChatGPT is positioning itself as an "operating system" that hosts third-party apps and rich visual experiences inside the chatbot.
- Alex Heath compares developer distribution via ChatGPT to the early App Store gold rush with huge user reach.
Compute Limits Shape Product Access
- OpenAI is compute-constrained and gating premium features like Pulse and Sora because of high model-costs.
- Greg Brockman and OpenAI expect to massively scale compute to unlock wider product availability.
Customized Compute Financing
- OpenAI is making bespoke compute deals offering equity or revenue share to secure capacity from partners like AMD.
- They plan a standardized financing blueprint to scale compute financing into the hundreds of billions.