Topic

OpenAI

A collection of 9 issues

OpenAI's admirable pace of iterations

I often see people admonishing Google for literally inventing the transformer architecture and yet not being able to productize it before OpenAI launched ChatGPT. We may not have to wonder about the hypothetical scenario where Google would be today if they were the ones who launched “ChatGPT” first. Exactly a

Nvidia and OpenAI's Gambit

A programming note: I will publish my Deep Dive on ASML tomorrow. As a reminder, I only send one email per day; therefore, on the day I publish my Deep Dive on a company, I won’t publish anything else. Early this year, I remember looking at Nvidia’s consensus

How people use ChatGPT and its implications, Portfolio Change

There was a lot of chatter about an NBER working paper “How People Use ChatGPT” yesterday. Unlike most survey work or academic paper looking into this question, what differentiates this paper is it is written by people at OpenAI. As you can imagine, there is a treasure trove of interesting

The Promise and Pitfall of Agentic Commerce

We are entering the age of agentic commerce, where autonomous AI agents, acting as our digital deputies, will navigate the endless aisles of online stores, evaluating products and making purchases on our behalf. Agentic commerce promises to crush search frictions and expand the practical consideration set from a handful of

ChatGPT's Edge, Tech Talent Retention

GPT-5 had bit of a mixed reaction. I was initially excited about the much cleaner UI (no more selecting models; to be fair, I was using o3 for 95% of my queries anyway). However, it didn’t take me too long to realize GPT-5 is “thinking” considerably less than o3

MBI Daily Dose (July 19, 2025)

Companies or topics mentioned in today's Daily Dose: OpenAI Agent, Elephant Graph OpenAI launched “OpenAI Agent” last week. It’s basically a marriage between “Deep Research” and “Operator”, but what’s new is the orchestration layer on top i.e. an agentic planner that decides when to invoke

MBI Daily Dose (July 18, 2025)

Companies or topics mentioned in today's Daily Dose: AMA, Voidware, OpenAI's Monetization AMA: David Kim from Scuttleblurb and I will record an AMA episode for the next Never Sell podcast. Please reply to this email to send your questions! Matan Zinger acquainted me with a term

MBI Daily Dose (July 08, 2025)

Companies or topics mentioned in today's Daily Dose: Therapeutic abundance, Agent Archetypes, OpenAI's SBC, Rent growth I was admittedly a bit skeptical about AI revolutionizing therapeutics. While I understood the AI’s potentially profound impact on drug discovery process, I wasn’t sure if it can

MBI Daily Dose (July 07, 2025)

Companies or topics mentioned in today's Daily Dose: Fiscal tightrope, Productivity boom, ChatGPT traffic, History of Intelligence UBS published this interesting table comparing and contrasting US’s current high debt level to similar situations in the past. Considering the recent US administrations’ poor fiscal discipline, an AI-driven surge