The Information's TITV Code Red at OpenAI, Apple’s AI Talent Shakeup, New Golden Age for Ads? | Dec 2, 2025
16 snips
Dec 2, 2025 
Jessica Lessin, Editor-in-Chief of The Information, shares insights on OpenAI's 'Code Red' declaration, emphasizing the trade-off between focusing on ChatGPT improvements versus ad revenue. Anissa Gardizy discusses Marvell's strategic talks to acquire Celestial AI amid challenges in AI data center construction. The conversation also dives into Apple's AI leadership troubles following major departures and the potential for a new advertising boom driven by AI platforms, raising questions about user experience and monetization timing.
AI Snips
Chapters
Transcript
Episode notes
OpenAI Declares Code Red
- Sam Altman declared a "code red" at OpenAI to prioritize ChatGPT improvements amid rising competition from Google and others.
- OpenAI will deprioritize work on ads and AI agents to focus on model behavior, personalization, image generation, speed, and reliability.
Model Race Risks Overlooking Product
- The industry cycles through labs releasing slightly better models every few weeks, fueling a competitive "AI war" focused on model one-upmanship.
- That loop risks overshadowing product focus and user engagement, which may matter more long term.
Prioritize Core Products First
- Focus on core revenue-generating products like ChatGPT before expanding into moonshots like ads or agents.
- Prioritize product growth and user engagement to secure sustainable monetization.