Sharp Tech with Ben Thompson (Preview) OpenAI Astride the World, Infrastructure Buildouts and Boundless Ambitions, More on Sora and Creation
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Oct 10, 2025 Dive into OpenAI's ambitious strategy and its evolving relationship with major tech players. There's discussion on whether OpenAI belongs in the tech elite alongside titans and the nature of the current AI hype. The hosts also explore the importance of infrastructure investments, partnerships with NVIDIA and AMD, and the implications for ChatGPT's API. Plus, they tackle copyright concerns and the dynamics of profitability in the AI landscape. Lastly, insights on China's rare earth policies add an intriguing global perspective.
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Playoff Anxiety Grounds Perspective
- Ben expresses anxious excitement about the Brewers-Cubs playoff and roots for the underdog Brewers.
- He links personal interest to perspective, noting sports matter more to him than blog weight.
The AI Moment Feels Like A Bubble
- Ben feels the current AI moment is bubbly yet inescapable, comparing it to past tech bubbles.
- He warns the momentum can sweep everyone up even if failure is possible.
Subscription Promises Can Backfire
- Ben criticizes OpenAI's handling of ChatGPT-5 capacity for paid users and the perception of nerfed value.
- He stresses subscription models can blow up if paying customers feel promises are broken.