Steve Kovac

Senior industry commentator and guest panelist on technology topics, contributing analysis on AI model performance, chips, and market dynamics in the episode.

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Dec 2, 2025 • 16min

OpenAI Issues “Code Red” Amid Increased Competition 12/2/25

Steve Kovac, a senior industry commentator, and Tay Kim, a tech writer and author, dive into OpenAI's recent 'code red' as it pivots back to improving ChatGPT. They discuss the fierce competition in AI, particularly the race between TPUs and NVIDIA GPUs in model performance. Tay reveals insights on semiconductor supply issues while the panel explores how Apple’s on-device AI approach could disrupt user loyalty to ChatGPT. Will Apple's integration lure consumers away from the AI giant? Tune in for an illuminating tech showdown!

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