Wall Street Breakfast Can Garlic cure an AI Code Red?
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Dec 2, 2025 OpenAI's Garlic is stepping up to tackle challenges as Sam Altman declares a 'code red' for ChatGPT's performance. Meanwhile, Apple faces a leadership shakeup with its head of AI leaving, prompting a focus on enhancing Siri's personalization. The Bank of England warns about the risks of debt-driven AI projects. In stock news, Credo reports a strong quarter, while Costco sues for tariff refunds related to past levies. Ruchir Sharma shares insights on investing in quality stocks that have underperformed.
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OpenAI's Garlic And The Code-Red Push
- OpenAI is fast-tracking a new LLM called Garlic to counter Google's Gemini gains and improve efficiency.
- Sam Altman declared a "code-red" to boost ChatGPT's personalization, speed, reliability, and range of answers.
Garlic's Performance And Efficiency Promise
- Garlic reportedly matches or outperforms Gemini 3 and Anthropic's Opus 4.5 on coding and reasoning benchmarks.
- The model could let smaller, cheaper models reach larger-model performance by solving training inefficiencies.
Watch Prioritization And Real-World Traction
- Expect OpenAI to deprioritize some initiatives like advertising and AI agents to focus on core model quality.
- Investors should watch whether Garlic's lab gains translate to real-world traction or remain paper progress.