Everyday AI Podcast – An AI and ChatGPT Podcast - EP 645: OpenAI’s $1 trillion IPO, Google Gemini closing ground on ChatGPT, Microsoft’s AI app builder & more AI News That Matters

Episode Date: November 3, 2025

Big AI deals. 🤝Titans chasing startups. 🏃Vibe coding with never-before-seen ease and enterprise AI following you to the apps you use every day. 🪄As always, we saw some huge AI moves this week.... How big? A (potential) $1 trillion IPO, hundreds of millions of users and 30K jobs cut. If you missed all the AI movement, we'll get you caught up and help you get ahead. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:OpenAI Restructures for $1 Trillion IPOMicrosoft OpenAI Partnership Equity ChangesAmazon Cuts 30,000 Jobs for AI InvestmentApple Expands Third-Party AI IntegrationsCanva Launches Foundational AI Design ModelAnthropic Claude Integrates with Excel FinanceGoogle AI Studio Vibe Coding Workflow UpdateMicrosoft Copilot Adds Natural Language App BuilderGemini App Hits 650M Monthly Active UsersOpenAI Planning Historic $1 Trillion IPONVIDIA Achieves $5 Trillion Market CapPayPal and OpenAI Enable In-Chat PurchasesGrammarly Rebrands as Superhuman, AI AssistantGoogle AI Mode and Nano Banana GrowthOpenAI Unveils GPT-5 Security Agent AardvarkTimestamps:00:00 "AI Updates: Deals, IPOs, Questions"03:49 OpenAI's Evolution and Valuation09:42 Amazon Layoffs: AI's Growing Impact13:26 "Apple's AI Expansion Plans"14:53 "Canva Unveils AI Design Tool"20:46 Google AI Studio: Build with Text23:03 "App Builder and Workflow Updates"25:22 "Google Gemini Hits 650M Users"29:11 "OpenAI's $1 Trillion IPO Plans"35:23 "OpenAI Unveils GBT OSS Safeguard"36:03 AI Insights & Updates ScheduleKeywords:OpenAI, $1 trillion IPO, Microsoft, Azure cloud services, OpenAI recapitalization, nonprofit to for-profit restructuring, OpenAI Foundation, AGI partnership, Artificial General Intelligence, equity stake, Google Gemini, Gemini monthly active users, AI model competition, Apple, Apple Intelligence, AI app providers, ChatGPT, Claude for Excel,Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Start Here ▶️Not sure where to start when it comes to AI? Start with our Start Here Series. You can listen to the first drop -- Episode 691 -- or get free access to our Inner Cricle community and all episodes: StartHereSeries.com Also, here's a link to the entire series on a Spotify playlist. 

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Starting point is 00:00:00 This is the Everyday AI Show, the everyday podcast where we simplify AI and bring its power to your fingertips. Listen daily for practical advice to boost your career, business, and everyday life. Meet Firefly AI Assistant, now live in Adobe Firefly, the All In One Creative AI Studio. Just describe what you want to create and the assistant handles the rest, orchestrating multi-step workflows across Photoshop, Premiere Express, and more in one conversational interface. You direct the outcome. The assistant accelerates execution. Open AI finished restructuring to a for-profit corporation, and Microsoft's equity share got much smaller.
Starting point is 00:00:53 But did Microsoft win or lose on this new Open AI deal? More big AI questions. Will Google Gemini realistically be able to catch chat GPT? And is OpenAI actually going to IPO at a one true? billion dollar market cap. A lot of big questions in AI this week. And we'll try to answer those and more because although we didn't get any huge model releases from the big AI labs this week, what we did get was some of the biggest partnership and company news in a long time. Oh, and some big news if you're a vibe coder or an Excel user and bad news if you work at Amazon.
Starting point is 00:01:37 All right. Let's tackle it all. Welcome to Everyday AI. What's going on y'all? My name is Jordan Wilson and this is Everyday AI. We do this every single day. It's your daily live stream podcast and free daily newsletter helping everyday business leaders like you and me keep up with everything that's happening in the AI world and help us all make sense of it to grow our companies and our career. So if that's what you're trying to do, awesome. Me too. Starts here with the unedited, unscripted live stream podcast. But if you want to, and take it to the next level, make sure you go to our website at your everyday AI.com. There, you can sign up for our free daily newsletter, as well as keeping up with all the other AI news happening today. So if you're brand new here, thanks for tuning in. So on Mondays, we generally do this AI News That Matters segment. It's where, well, we take the hundreds of big AI news stories that happen each week. Yeah, there's hundreds. And we boil it down to you. the top 10 AI news stories that matter.
Starting point is 00:02:41 So let's get straight into it. And let's start with probably the biggest one, something that has been rumored to be happening for more than a year. That is Open AI's restructure. So Open AI has completed their major recapitalization, reshaping its governance and also technically deepening its partnership with Microsoft. So OpenAI announced that it's non-futable. profit now called the Open AI Foundation holds a $130 billion equity stake in the new organization,
Starting point is 00:03:16 the for-profit business called OpenAI Group PBC or the Public Benefits Corporation. So the foundation side, the nonprofit, now controls 26% of the for-profit arm, while employees and investors hold 47%. And Microsoft's stake now previously was four-profit. I think it went down to 33%. And now it's 27%, which holds a value of $135 billion, at least according to the latest Open AI reported financials. So, yeah, Microsoft State started at 49%. And then after some recent funding rounds, it went down to 32.5.
Starting point is 00:04:00 But now with this new restructure, it goes to 27%. So the recapitalization cements OpenAI. as a nonprofit with control over its commercial operations, reversing earlier plans to fully convert the organization to a for-profits only. So kind of a confusing structure, but what this ultimately clears the way for, well, opening I had to do this and get this on the books before the end of the year in order to properly fulfill their requirements for some of their earlier funding as they just raised $50 billion, I think, in the last two quarters. So right now, Open AI's current valuation stands at $500 billion, making it the world's
Starting point is 00:04:50 largest private company. So on the foundation side, according to reports, the foundation will commit $25 billion to accelerate health breakthroughs in AI safety research. So that's kind of how they're justifying, I guess, that this nonprofit arm is still a big part of the mission. So when Open AI was initially founded in 2015, it was founded as a nonprofit and has technically, although the structure has gotten a little more convoluted and complicated sense, it's always been a nonprofit, which is why you've seen all of these lawsuits in the last year or two from Elon Musk, one of the original funders and founders in over. Open AI. So now they're one of the more, you know, one of the bigger companies in the world and one that I think probably has the highest ceiling out of anyone, if I'm being honest. So what did Microsoft get out of this? Because I think that's what people are overlooking. Well, the partnership itself has changed. So one little footnote that didn't get a ton of coverage. Well, they open AI will buy an additional 200,
Starting point is 00:06:03 $150 billion in Azure Cloud Services, though Microsoft loses its exclusive right to be Open AIs compute provider. So kind of a give and take there, but hey, the downside is you get a guaranteed $250 billion in future revenue from Open A.I. Also, claims of achieving artificial general intelligence or AGI must now be independently verified before any change to the company's revenue sharing agreements. So both companies can now work with third parties on AGI and product development, broadening their collaboration opportunities. So previously, there was a lot of language with their current partnership on AGI and what that
Starting point is 00:06:53 meant for revenue and their partnership. So now a lot of that is kind of out the window. And this is actually a big deal because previously, Microsoft, had some exclusive rights to some open AI technology that Open AI really couldn't shop around to other people. So this does expand what Open AI is able to do with other partners as well as cloud providers, which, as you can probably tell by that $250 billion figure there is a huge part of their business. So a lot of people were looking at just that one piece and saying, oh, well, Microsoft lost, right? Open AI can go, you know, pay and partner with other cloud providers, which They are, you know, if you cover the show, we've been talking about some of their huge, technically, a trillion dollars in deals just between September and October.
Starting point is 00:07:41 But I'll actually say Microsoft obviously won this thing. If you look back at their original investment was reportedly a little bit more than $13 billion. So if you look at this recapitalization effort and what it ultimately means, well, Microsoft technically has a larger stake than any other single entity, right? So the foundation controls 26% of the new for profit arm. Microsoft controls 27%. So 1% more, which at today's value is $135 billion. So if you look at just that, they 10x their investment, right? But obviously, I think Open AI is going to be worth a lot more and very quickly.
Starting point is 00:08:23 But aside from that, $250 billion, like as straight up eye watering deal there with Azure, for $250 billion in future Azure cloud services. So yeah, a lot of people are saying, oh, Microsoft lost out by not holding on to their exclusivity longer. You know, Open AI is able to go work with other cloud providers. Yeah, I don't know.
Starting point is 00:08:46 I'm not going to be too sad. If Microsoft CEO, Saria Nadella, and saying we 10xed our investment, and that investment is going to be worth way, way more in the near future. So a little bit more on Open. what this means for Open AI later in the show. But it's not just some of these obligations that they needed to secure their full
Starting point is 00:09:09 round of funding as an example from SoftBank. I believe that was $30 billion. There's actually bigger implications. All right. Next piece of AI news. Amazon has already confirmed 14,000 corporate job cuts tied to AI. And that number is widely reported to be 30,000. people losing their jobs working at Amazon, marking its largest AI-driven reduction to
Starting point is 00:09:38 date. So a big shift here as Amazon focuses not just on generative AI, but also its cloud services to achieve generative AI and also a kind of shift from going from OpX to KAPX, or in other words, laying off tens of thousands of employees. in investing more in AI infrastructure, which it looks like is one of Amazon's short and medium term goals. So a lot of big cuts across Amazon. And, you know, we did an entire episode on this last week, episode 643.
Starting point is 00:10:17 So if you want to know more, make sure to go listen to that episode. But essentially, Amazon's corporate reductions focused on mid-level and admin roles across a lot of different departments at their HQ. So these are white collar rolls across HR devices, advertising, prom video. And one of the hardest hit divisions was their HR also called the PXT or People Experience Technology, where that department is expected to get cut by 15% globally. So this is not an over-hiring correction from the pandemic because through a couple of rounds, Amazon had already reportedly addressed this.
Starting point is 00:10:56 And they called this out. Well, they said this is because of a. AI. And one thing that not a lot of people were kind of paying attention to, this, this isn't a surprise because last year, Amazon announced that they had saved through their own generative AI tool, Amazon Q, just in one use case, more than 4,500 developer years annually on one use case. So when that came out, not a lot of people were talking about it in summer of 2024. I said, this is going to lead to some widespread job cuts, and they're going to attribute that to AI.
Starting point is 00:11:36 And yes, here we go. Beyond that, there was also some reporting out of the New York Times that Amazon also plans to hire 600,000 fewer warehouse workers over the next eight years with a heavier focus on AI robotics. So, yeah, aside from just cutting, cutting already confirmed 14,000 cuts to AI that's expected to get to 30,000 by next year. Aside from that, Amazon, according to the New York Times report, is looking to hire 600,000 fewer workers over the next eight years in their warehouse. So Amazon admittedly saying they want to
Starting point is 00:12:22 operate like the world's largest startup. So, yeah, getting that phase of the company kicked off by, well, axing 30,000 people. All right. On to a company that can't get AI, right? So according to reports, Apple is actively considering even more additional AI app providers for system level integration, according to reports from CNBC in Bloomberg. So Apple CEO Tim Cook told CNBC that, quote, our intention is to integrate. with more people over time and by people
Starting point is 00:13:03 talking about AI companies underscoring Apple's openness to bringing more third-party AI tools into Apple's operating systems because Apple intelligence doesn't work. I kid you not, 10 minutes before I was getting ready to do my show here. I always have text edit open,
Starting point is 00:13:26 so I'm on a Mac, right? And I very, you can't use Apple intelligence because it's not intelligent. It's nowhere. I'm like, oh, yeah, let me try to use Apple intelligence for this. And it just said, oh, I have to use Chat GPT for this. Anyways, Apple has already embedded chat GPT into Siri and Google Gemini support is reportedly in progress with a new Bloomberg reports talking about that. So that's going to be in today's newsletter. So make sure you check that out.
Starting point is 00:13:55 So what other providers are going to be coming? to Apple's operating system and why and how? Well, the how part and what that might actually look like is still being developed, but some recent rumors also point to potential integrations with Anthropics Claude or perplexity, which would give users more of a choice of models and providers directly within Siri and Apple apps. So executives did signal that this strategy could work, saying Apple may look forward to doing integrations with different models like Google Gemini in the future. So Cook did also say that Apple is making quote unquote good progress on an AI upgraded Siri targeted for next year. So I'm sure next year when I'm still doing this show, I'll say that next year got pushed back another year.
Starting point is 00:14:51 Yeah, Apple just can't get this right. And the only real Apple reports on AI are either lawsuits, delay. or they're having to work with even more third-party providers. So, yeah, they've already had a active partnership with OpenAI, where essentially Apple Intelligence just kicks queries to ChatGBT. We've seen a lot of reporting recently on essentially Apple having to rely more on Google Gemini for some certain features of Apple intelligence. And now this new report saying it may even also be partnering with Anthropic and perplexity
Starting point is 00:15:28 to bring in even more help. All right. Now going to a company that I didn't expect to be developing their own AI models, yet here we are. So at its Canva World Tour Conference, Canva just recently announced a new foundational AI design model that generates editable, layered designs and not just flat images across posts, presentations, whiteboards, and websites. So Canva said that the new AI model understands design layers in formats, letting users start with a prompt and then directly tweak objects, aiming to reduce prompt to perfection for nine designers and pros alike. So Canva AI, which is the platform's assistant,
Starting point is 00:16:20 is now available throughout the entire interface. So they're kind of bringing an assistant that you can talk to, whether you're working in a standard design, a video, you know, whatever. So you can just use the at-mentioned command and talk to the new Canva AI to make changes. The assistant gains new creation features, including generating 3D objects and copying the art style of any design, which could speed up brand consistent content production for teams. All right. Now over to Anthropic.
Starting point is 00:16:56 making some pretty big news with bringing Claude to Excel. So according to, well, the company's announcements, Anthropic is making one of its biggest moves yet into financial services, rolling out Claude AI tools that integrate directly with Microsoft Excel. Not only that, but can also connect to real-time market data. So Anthropic is slowly starting to release Claude for Excel. letting financial analysts interact with its AI assistant inside their spreadsheets, which remain the core tool for Wall Street and finance professionals. However, Claude for Excel is currently available to hardly no one. So yeah, it's in a super small beta, which has a wait list.
Starting point is 00:17:44 And the plan is to only roll this out to a thousand users in the first round. And those users have to either be on a max team or enterprise plan. So yeah, you're already got to be called. offing up a ton of money just to get on the wait list. But it looks pretty nice, all right, especially if this is your line of work, you know, you should be keeping an eye on and hanging, you know, tuning into everyday AI because once this does roll out, uh, to generally available or more broadly available, we'll obviously be talking about it.
Starting point is 00:18:17 So the new clawed sidebar inside Excel. So this is living inside of Excel. So a little different, uh, right? This isn't a... Adobe just introduced an entirely new way to create, bringing the power and precision of its creative suite into one conversational experience. Meet Firefly AI Assistant, now live in the Adobe Firefly app, the All In One Creative AI Studio.
Starting point is 00:18:47 Powered by Adobe's creative agent, Firefly AI Assistant lets you start with your vision, just describe what you want, and shape the outcome as it takes form with the Assistant. The Assistant orchestrates multi-step work. drawings on 60 plus pro-grade tools across Adobe Creative Cloud apps, including Photoshop, Illustrator, Premiere, Lightroom Express, and more to help bring your ideas to life. You can also get started with creative skills, a growing library of pre-built workflows for common creative tasks, like batch editing photos, creating mood boards, portrait retouching, and creating social variations. Every step the assistant takes is visible so you can refine, redirect, or take over at any time. You stay in the driver's seat as the creative director. Adobe Firefly AI assistant now in public beta.
Starting point is 00:19:37 See it today at firefly.add.com. Kind of the more of the agents that use Claude's models right now. You're not inside clod.aI. So this is inside Excel. It's essentially a Claude plugin. And it can pop out as a sidebar. It can read, analyze, and modify Excel workbooks, explain every change. at the cell level and help build financial models.
Starting point is 00:20:09 So beyond Excel, select Claude models will be available in Microsoft co-pilot studio and researcher agent as well. So those are separate releases. We covered those a couple of weeks ago. So the company with this new release is introducing six new agent skills that are pre-built workflows for tasks like discounted cash flow models, comparable company analysis, and processing data room documents in earning call analysis. So, like I said, very, very limited rollout,
Starting point is 00:20:42 but I think this is going to be wildly popular. So let's be honest, Microsoft's, I'd say first year and a half of co-pilot, even in Excel, did not go well. I'd say their last three months, they've been crushing it. And one of the reasons might be, well, they're starting to partner outside of just Open AI, right? Their agent release about six weeks ago was the first time that they officially started using in their core co-pilot products, any other models aside from Open AI. So it seems to be going well, right, because they're technically, when you think about it like this, they're having to pay for that, right? Whereas when they're quote unquote, paying for Open AI models, they're just paying themselves because they're the large,
Starting point is 00:21:31 single shareholder in Open AI. So it's pretty telling now with this direct integration in Excel. And hey, if you are one of the 1,000 people that have access to this, reach out to me. I'd love to see a demo or maybe talk about it on the show and demo it. All right. Speaking of demoing things, well, all you need is a text prompt to start vibe coding to the max in Google. That's because Google announced some new updates and a complete redesign of its vibe coding products inside Google AI Studio.
Starting point is 00:22:10 So there's a new vibe coding workflow that turns a single sentence into a working AI powered apps in minutes. So Google AI Studio users can describe multimodal apps in plain language, such as a VO-powered video generator or a nanoban powered, powered image editor, whatever you can think of, you can use different Google products and build an entire app inside of Google's AI studio just with text prompts. So the system uses Gemini models to handle core code wiring, U.I, scaffolding, and core logic,
Starting point is 00:22:51 reducing the time to go from idea to prototypes. So there's also a revamped app gallery that provides a visual library of Gemini-powered examples where you can not just browse ideas. Well, you can click and preview them or you can remix them and build off them just on natural language. There's also a new and improved,
Starting point is 00:23:14 and I love this, the new annotation mode inside Google AI Studios. Let's users click on interface elements and request changes in natural language. So yeah, there's essentially a way that you can click and mark up your design, multiple markups and just say, hey, fix this, move this left, you know, change, you know,
Starting point is 00:23:34 let a user upload a photo here and use nanobanana to, you know, do A, B, and C. So very cool updates and a complete refresh in really putting the vibe coding kind of momentum at the forefront inside AI Studio. So it's not technically any new functionality. that he. There is a lot of newer bells and shinier whistles, but what they're doing is they're really just highlighting some core functionality that was there before, making it easier to find and adding some new features. So a lot of this was already technically available, but it was kind of hidden. It was kind of buried. So now inside AI Studio, Google is really pushing the vibe coding in the
Starting point is 00:24:18 build platform to the forefront. All right. Speaking of big vibe coding, expansions, Microsoft is getting in on the action. That's because they just announced a new app builder and workflow agent for Microsoft 365 co-pilot customers in the frontier program, letting employees build apps, automate workflows, and create agents using natural language inside Microsoft co-pilot. All right. Let's talk a little bit about what's new because it's actually a lot. So the app builder is new and creates working apps.
Starting point is 00:24:56 in minutes without database setup, grounding content in Microsoft 365 files, and storing new data in Microsoft lists with share by link distribution and iterative previews. On the workflows side, so workflows is new, and it turns plain language instructions into automated steps across the different platforms. This one sounds pretty amazing. So, a simple text prompt, and you can build automated workflows in. language across teams, SharePoint, Outlook, planner, etc. And it shows each step in real time and allows edits in the same conversation.
Starting point is 00:25:37 Also, Copilot Studio inside Copilot now builds personalized work grounded. As the big key there. Work grounded agents that tap SharePoint, meeting transcripts, team chats, emails, and external systems like ServiceNow and Jira, with the full studio available for advanced workflows in multi-agent systems. And then as an example, in a launch scenario, co-pilot could spin up an app to track milestones and campaign progress, send Monday teams updates with planar deadlines,
Starting point is 00:26:12 and deploy an agent to answer what's next using only company resources. So, yeah, Microsoft's just aside, right, we cover their big winter release or no, the fall release, I guess, about 10 days ago. But they've just been low key, just putting out new updates almost every single week. It's actually been hard to keep up with Microsoft and what they're putting out there. Because like Google, they're just starting to ship a ton of updates. So no longer just on the big, you know, two times a year updates. it's almost becoming multiple times a month where Microsoft is rolling out some pretty big updates.
Starting point is 00:27:00 All right. Speaking of pretty big, $650 million. Let's talk about that. So during its quarter three earnings, Google announced that the standalone Gemini app now has over 650 million monthly active. users marking some absolute nutty growth in broad consumer adoption across Android, iOS, and the web. So this is also helping Google close that gap and get closer to Open AIs market leading share, still very far ahead in different metrics here. So Open AI's last report of metric is 800 million weekly active users. Now Google at 650 million monthly active users, but still a ginormous jump from Google, especially when you consider a year ago,
Starting point is 00:28:00 they were only at 90 million. And back in March, they were only at 350 million. So just between March and the end of September, they almost doubled their total monthly active user base, which is it's bananas. Well, let's just say, it's bananas because one of the reasons is they're wildly popular nanobanana. We talked about all that the updates inside of AI Studio, the Gemini 2.5
Starting point is 00:28:31 pro model, still the best in the world according to many benchmarks. We will probably be getting a Gemini 3.0 soon. Make sure you keep your eye on everyday AI because we're going to have some interviews coming out soon around that.
Starting point is 00:28:47 Also, I mean, you just can't overlook. the growth and the fact that they've already exceeded what CEO, uh, what the CEO wanted out of the company, which was 500 million, uh, users by the end of 2025. So yeah, they already, uh, crushed their goal. And I might think they could catch, uh, open AI by the end of the year. So we'll see. But Google did credit, actively credit the nanobanana image generation. in editing model for driving 23 million new Gemini app users in September alone. Also, CEO Sondar Pichai announced that Gemini 3 is coming later this year.
Starting point is 00:29:35 So we did get confirmation that it is coming in 2025, signaling another round of upgrades that could further boost engagement and users. Also, Google's AI mode reportedly has over 100 million. million monthly users in July is now seeing 75 million daily users. And y'all don't use. Don't use the AI overviews. Not good. Always make that extra click and go to AI mode.
Starting point is 00:30:07 I do know that Google will eventually be making the AI mode, the default mode. It is so good. So if you're not using AI mode, you should probably start using it. We're probably going to do a dedicated, a dedicated episode just on Google's AI mode. It is that good and they're rolling everything out into AI mode. They're bringing nanobanana. They're bringing canvas. They're bringing deep research, right? It's really turning into almost like a version of Gemini, but also a very fast and extremely accurate version of their search engine. All right. Last but definitely not least. You want to talk
Starting point is 00:30:46 about big numbers? Let's go from 650 million to a trillion. And y'all, these valuations, I feel like it's like Dr. Evil, right? It's like $1 trillion. Well, that's OpenAI is reportedly preparing for an initial public offering that could target a staggering $1 trillion market valuation, making it the potentially the largest IPO in U.S. history. So according to reports from Reuters in Bloomberg, Open AI's potential IPO could happen as early as 2026.
Starting point is 00:31:27 And the company recently achieved a $500 billion valuation in October through a secondary share sale, signaling rapid growth in Open AI. But if successful, this IPO could raise $60 billion in outside capital, funding CEO Sam Altman's ambitious plans for advanced AI infrastructure. And if they could raise $60 billion, which it looks like they could, it would triple the previous record for a U.S. IPO set by Alibaba at $21.8 billion. So, y'all, this thing, this like this Open AI IPO, I know people are looking at it and they're like, I don't know.
Starting point is 00:32:16 I'm believing it. I'm buying it. Y'all, I'm not going to go back and say, I told you so, but I told you back in 2023 before NVIDIA was a household name that my mom knew what it was, right? I told you all. I said, NVIDIA is going to be the biggest and they are the most important company in the world. People laughed at me because at the time, Nvidia wasn't even a top 10 company in the U.S. by market cap.
Starting point is 00:32:43 Now they're obviously the biggest company in the world with a $5 trillion market cap. And I could see in the next three years, Open AI being a top five biggest company in the world. All right. That's not financial advice. That's just if you follow the writing on the wall, it looks like things are headed this way. And it did, right? We started today's show by talking about the restructuring Open AI's recapitalization and converting from a nonprofit to a nonprofit to a a for-profit or public benefits company.
Starting point is 00:33:19 And that's what lays the groundwork for Open AI to go public. So aside from reportedly needing to finish that recapitalization to bring in or finish some of its earlier funding rounds from private investors, it also lays the way for this IPO. And in an interview late last week, Sam Altman did essentially acknowledge that an IPO was a very real option just because of the capital intensive work that they're working on. So a ton of big news, especially on the partnership side in AI, but that's not all. We got a ton. So now let's move on to the what's new and what's next. So on the front end of the show, right, usually focus on the top
Starting point is 00:34:10 10 stories. I literally plan this on my laptop every week. And I start with like, 50 stories and then I like rank and re-rank them. So here's everything else that didn't make the top 10 cut. Some of these are new partnerships, new model releases. Some are just rumors too. All right. So here is what's new and what's next. Let's go.
Starting point is 00:34:32 Gonna be fast. All right. Like I said, Nvidia became the first ever company to hit a $5 trillion market cap. PayPal is partnering with OpenAI to bring instant checkout to chat GPT for direct in-chat purchases. In Ask Me Anything, live stream, Open AI essentially set the deadline for AGI to 2028, Grammarly rebranded as Superhuman, a company they acquired, and released in AI assistant Superhuman Go.
Starting point is 00:35:02 So Grammarly is now just superhuman. Google dropped Pomelli for small business marketing, and it's actually really good. We might do a dedicated show on that. It's so good. OpenAI unveiled ArtVARC, a GEOPLE. GPT5 powered security researcher agent. So essentially a GPT5 agent for security, just in beta right now. Notebook LM had some huge kind of brain updates.
Starting point is 00:35:28 They added a 1 million token context and made chat history on by default. OpenAI also released pay-as-you-go credit options for Codex and SORA. XAIs GROC released their version of Wikipedia called Brockapedia. Can't wait to not use that. Here's an interesting one. Universal Music Group settled with UDio, the AI music generating platform. Not just settled them because UMG was suing UDO, but they're also going to partner with an AI and create an AI streaming service. So that could be absolutely really cool.
Starting point is 00:36:05 There's more. Adobe launched a Firefly video editor in beta with AI clips, sound voice and upgraded image to video video. using different selectable models. Open AI rolled out character cameos inside SORUS. You can create cameos of your pet or different objects, toys, etc. Microsoft released the researcher with computer use feature in Microsoft 365 co-opilot. Big deal. Another big deal, Nvidia launched an AI factory for government to help government agencies build secure, scalable AI.
Starting point is 00:36:40 There is a new Wharton human AI research study that finds that needs, nearly three quarters of enterprise leaders say Gen AI is already delivering a real ROI. Yeah, MIT, this is what a real study looks like, not your fake study. Open AI rolled out pulse on the web, cursor drop their V2. GitHub launched their agent HQ, a dashboard to manage coding agents from OpenAI, Google Anthropic, and more. And last but not least, OpenAI released GBTOSS safeguard, a fine-tuned model of their GPTOSS open source model
Starting point is 00:37:17 that is made for safety models for custom content moderation. My gosh, there was a lot happening in AI news this week. But we covered the big stuff, we covered the small stuff, and we're not gonna stop covering anything. So if this was helpful,
Starting point is 00:37:33 if you're listening on the podcast, I'd appreciate it. If you click that follow button, if you're on Spotify or Apple Podcast, we'd appreciate you following the show, leaving us a rating. We'd really appreciate that. So on Mondays, we go over the AI news that matters.
Starting point is 00:37:48 Tuesday, I usually give you a hot take on something that's happening in the world of AI. And Wednesdays, we do kind of an AI at work on Wednesdays, usually going over a new feature, a new model, and we do live use cases as well. And Thursdays and Fridays generally, we'll just cover, you know, sometimes the news of the day or news of the week or bring on super smart experts and interview them. So if you're new to the show, thank you for tuning in. And please make sure to follow, subscribe to the show. Then when you're done, go to your everyday AI.com.
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Starting point is 00:38:42 Meet Firefly AI assistant. Now live in Adobe Firefly, the Allman One Creative AI studio. Just describe what you want to create in your own words in the assistant. handles the rest, orchestrating multi-step workflows across Adobe Creative Cloud apps, including Photoshop, Premiere Express, and more in one conversational interface. You direct the outcome while the assistant accelerates execution. Stand control with the ability to step in and refine at any time. See it today at firefly.adobie.com.
Starting point is 00:39:11 And that's a wrap for today's edition of Everyday AI. Thanks for joining us. If you enjoyed this episode, please subscribe and leave us a rating. It helps keep us going. For a little more AI magic, visit your everyday AI.com and sign up to our daily newsletter so you don't get left behind.
Starting point is 00:39:34 Go break some barriers and we'll see you next time.

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