Everyday AI Podcast – An AI and ChatGPT Podcast - Ep 739: OpenAI building Superapp, NVIDIA’s trillion dollar AI play, Microsoft’s big AI shakeup and more
Episode Date: March 23, 2026OpenAI has something big up its sleeve. 🤫The White House is trying to rewrite the AI rules. 📑Ad Microsoft has a new leader running its flagship Copilot. 🧑✈️Yeah, there was a lot of mov...ement this week in AI you probably missed. Join us as we get you caught up so you can get ahead. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion on LinkedIn: Thoughts on this? Join the convo on LinkedIn and connect with other AI leaders.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:White House AI Regulation Framework AnnouncedFederal vs. State AI Law DebateCopyrighted Data Use in AI TrainingOpenAI Super App: ChatGPT, Codex, Atlas MergeOpenAI GPT-4 Mini and Nano ReleaseMicrosoft, OpenAI, Amazon Cloud Partnership DisputeMicrosoft Copilot Executive Shakeup and ReorgOpenAI Doubling Workforce PlansNVIDIA CEO Forecasts $1 Trillion AI DemandNVIDIA Vera Rubin Platform and Groq IntegrationAI Lawsuits: Copyright, Music, and Dictionary CasesTimestamps:00:00 "AI News: Big Changes Ahead"05:04 "State vs. Federal AI Laws"09:52 "OpenAI's Super App Vision"12:17 "Microsoft-OpenAI AWS Conflict"15:09 "AI to Hit $1 Trillion"20:25 "Microsoft’s Major Copilot Overhaul"23:53 OpenAI Expands Amid Competition25:19 OpenAI Doubles Down on Enterprise29:56 "AI's Expanding Impact Across Tech"32:08 "Boost AI Adoption Today"Keywords: OpenAI, OpenAI super app, OpenAI hiring, OpenAI desktop app, ChatGPT update, ChatGPT app changes, Atlas browser, Codex coding tool, AI legislative framework, White House AI policy, federal AI regulation, state AI laws,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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This is the Everyday AI Show, the Everyday Podcast where we simplify AI and bring its power to your fingertips.
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What does OpenAI have up its sleeve?
Apparently, something big after the company said they'd slow hiring in January, yet here we are,
and now they're reportedly looking to double their headcount by the end of this year.
Doubling headcounts wasn't the biggest number of the week.
That was probably NVIDIA CEO Jensen Wong talking about the more than trillion dollars
in real inference demand by 2027.
Oh, and while no one was looking at the White House is trying to rewrite the rules of how AI is governed in the U.S.
And, oh, did you miss this one?
Microsoft might sue OpenAI and Amazon, while it has also put a new person in charge of running co-pilot.
My gosh.
And the craziest thing, those might not even be the biggest pieces of AI news this week that will actually impact you.
As new reports say that OpenAI is completely changing the chat GPT app.
this year and they're going super.
Yeah.
If you need to make decisions that impact how your company uses AI,
you have to pay attention to all of these AI news stories and developments,
but it's pretty much impossible.
You'd have to dedicate multiple hours a day to do it.
Or you can just join me on Mondays as we bring you the everyday AI news that matters
on everyday AI.
Well, let's get into it.
Welcome.
and what's going on.
If you're new here, my name's Jordan, and this is Everyday AI.
This is your daily live stream podcast and free daily newsletter,
helping everyday business leaders like you and me,
not just keep up with AI, but how we can make sense of all the nonstop developments,
know what matters, what doesn't, and use that information to get ahead, grow our companies
and careers.
So make sure, if you haven't already, go to our website at Your EverydayAI.com.
We're going to be recapping today's show and a whole lot more.
So if you are new here, most Mondays, we bring you the
AI News That Matters. On Wednesdays, we do a deep dive, usually going hands on on probably
usually the biggest, you know, kind of AI update of the week. And then on Fridays, we're trying
out a new series called Friday Features, just going over a handful or so of more practical
large language model updates that you can use right away. And then on Tuesdays and Thursdays,
you know, we'll splice in some other shows. So without any further chit-chat,
here's the AI News That Matters for this week. Well, the first one is,
is pretty big. That's because this happened on like Friday afternoon. And sometimes as a former
journalist, I know it's those news stories that sneak in on Friday, usually, you know, doing that
for a reason so they don't get a lot of news coverage. Not sure if that's what's happening here,
but regardless, it's pretty big. That's because the White House on Friday released a six point
legislative framework seeking a single national policy for AI, aiming to set uniform safety,
security and economic guardrails and to stop states from passing their own conflicting AI laws.
That's the big one here.
So the Trump administration proposed a federal single standard for AI regulation and is asking
Congress to preempt state AI laws that would create a patchwork of rules, arguing this will
avoid undue burdens of industry and preserve U.S. competitiveness in AI.
So the framework covers those six broad categories, including child safety protections,
standardizing, permitting, and energy rules for AI dentisters,
and protections for creators' intellectual property,
and limits on using AI to silence lawful political expression.
So the White House said it wants Congress to turn the framework into laws this year
and aims for bipartisanship supports with the Office of Science and Technology Policy Director,
saying the plan will unleash American ingenuity.
So the timing is obviously politically sensitive.
Congress is deeply divided and Republicans are holding right now narrow majorities and
lawmakers are currently occupied with other high profile bids and the election year calendar.
That's right around the corner.
So the administration's push, though, directly responds to recent state level efforts.
We've seen some different state laws in New York, California, and others that have been advancing their own AI rules, which the White House and industries say could fragment the market and slow innovation.
So this will be pretty interesting to see how this ultimately unwinds.
So here's kind of the nutshell of how it's all gone since the kind of state versus federal debate.
on AI first rolled out.
So essentially this past December, the Trump administration passed or not passed, but they came out
with their executive order on national AI policy, which kind of was trying to preempt state
laws from contradicting anything on the federal side.
So the Trump administration said, well, we just want to kind of make the rules on AI,
not let states make their own, which is not normally how things would work.
And then obviously since that time, different states have both introduced and passed and will soon enact new state laws and regulations on AI.
So those two things obviously contradict each other.
And the state laws will continue on until they are shot down by or if they are shot down by a federal judge.
So we will see.
But I think the biggest takeaway here, and this is kind of the sticking point, I think it will be one of the sticking points because it's going to be one of the things that's going to be the most devices.
So in the new framework, the White House essentially says that training on AI, training AI models on copyright and material does not violate copyright laws.
So that's obviously something the big tech companies are going to be very much so in favor of, but pretty much everyone else is going to be against this.
So that's why I don't necessarily expect anything in here to become law because that would have to be.
passed by a very divided Congress, right? So I do have a very brief background of reporting,
you know, on Illinois and, you know, some congressional politics way back in the day. So
I know how slow these things go. So I do think that this is probably a step in the right direction
turning an executive order, which essentially has no teeth into a framework. You know, that starts
to get it there. But it ultimately does have to get passed by a very divided Congress. I don't
necessarily see that happening, at least not in its current state. And probably because of what I
take it as the biggest takeaway is essentially the White House saying, yeah, these big tech companies
can train on copyrighted data, which I don't think is going to fly over well with a lot of
these big media companies that, well, they are the ones that are controlling a lot of the advertising
dollars. So it's going to be two different big sectors at play here, but we'll obviously
be following any new updates on this. So next, OpenAI.
is reportedly going super.
Well, what does that mean?
They're going to try to throw all their apps together
into one super app.
So according to some recent reports,
Open AI is reportedly building a unified desktop app
that merges its chat GPUT chatbot,
its codex coding tool,
and the Atlas browser into one product,
a move aimed at simplifying development
and improving user experience.
So the reported plan would bundle
chat GPT, codex, and Atlas,
into a single desktop application with the goal of just making it easier for users to come in and
share their information, get better outputs, and reduce product fragmentation. So the Wall Street
Journal first reported the considering all of these together into one, and the company
executives confirmed the initiative internally, saying the company had been spreading efforts
across too many apps and stacks and needs to simplify. So that's according to a memo from
applications head, Fiji Simo. Fiji did also, I asked on one of her tweets if this, if she was
kind of confirming that this is happening and she did at least like that tweet from me. So she
didn't confirm it. But it seems like this is actually going to happen, which is great. It's
something I've actually been, you know, telling people at OpenAI and, you know, advocating for,
like, I actually love the way that Anthropic does it in their desktop app. They have their
chat, their co-work and their Claude code. So this is a what I think is a,
in a great direction for Open AI.
So Open AI also amidst all this,
they did recently introduce smaller, faster variants of their GPT-54 model,
the mini and nano,
and these coding-focused versions reinforce the firms
push to better serve developers and enterprise users.
So analysts so far are talking about this combined super app,
and they're saying it will allow stronger personalization,
which I think is why ultimately,
OpenAI is going to want this to happen, and the system could learn a user's coding style from
Codex and research interests from Atlas, then deliver more tailored chat GPT suggestions.
But I think what this ultimately is going to be a big play for, and we'll see how they,
if this does come to fruition, what's going to be telling is the tiers that they allow this for.
So my assumption is this will be available for free, this new, you know, desktop.
super app and most of the features will be available.
My thought is, well, it's really just marrying and maybe popularizing a little bit more
the Atlas browser, which is a really good browser from OpenAI.
But I think after its initial launch, it's one of those things.
I think it's so hard to continue Adobe just introduced an entirely new way to create,
bringing the power and precision of its creative suite into one conversational experience.
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for different projects after they get released.
So like I said, I think Atlas was a very powerful agentic AI browser.
And they've actually been getting a lot of good updates in there as well.
But it seems like over the last few months,
some other kind of products, maybe even Codex,
has taken away maybe some of the spotlight from ChatGPT's Atlas browser.
So I do think and assume that they'll be rolling this all out to all users.
But the main thing is actually, I think, going to be for ads.
right i do think that by putting all of this into one app right so bringing your codex
chat gbt and browser information history and data all under one roof
and getting that to free users who are now being served ads i think that is ultimately going to
create a jackpot for open a i that's just my take on it so we'll see if that is ultimately
where this leads all right our next piece of a i news well
Microsoft and OpenAI's relationship may not be as nice as we think.
So, according to the Financial Times, Microsoft is considering legal action against OpenAI and Amazon over agreements tied to the roughly $50 billion deal that could conflict with Microsoft's exclusive previous cloud arrangement with Open AI.
So according to reports, Microsoft believes the new agreements between the companies,
including a pact-making AWS, the exclusive third-party cloud provider for OpenAI's
Frontier Enterprise platform, may breach its exclusivity deal with OpenAI that centers on Microsoft's
version Azure. So, the possible legal move follows public statements by OpenAI and Microsoft
that Azure remains the exclusive cloud provider of stateless OpenAI APIs, a Microsoft
spokesperson said, stressing Microsoft's confidence that OpenAI understands its legal obligations.
So the core dispute is whether OpenAI can offer this new frontier program via Amazon Web Services
without violating the Microsoft Partnership Clause that requires OpenAI's models to be accessed
through Azure. So financial scale and timing make this particularly high stakes. So the
Reuters summary of the Financial Times article links the agreements to a package of deals worth
about $50 billion raising competitive and contract risk across the cloud market.
So Microsoft executives reportedly view the AWS Frontier approach as likely inconsistent
with the spirit, if not the letter of their contract and say they prefer to resolve the matter
in talks, but are prepared to sue if necessary.
So OpenAI and Amazon did not immediately comment to Reuters, and Microsoft emphasizes it will
enforce its contractual rights if breached.
So yeah, this is going to be one of those kind of continue to, you know, munch on the popcorn
as OpenAI and Microsoft's once very tight-knit partnership does start to, you know, go in other
directions. So they obviously still have a lot of ongoing business together, right?
A good majority of Microsoft co-pilots models run Open AI, right? And they did so pretty much
exclusively until they started to debut some of their, some of the Anthropic Clawed models
into their office products late in 2025. Now, obviously, Microsoft has come on as a pretty
heavy investor to Open AI's chief rival in Anthropic. And now OpenAI,
on the cloud side is starting to enter into a lot more cloud partnerships, right, with other
big companies, including AWS, which is one of Microsoft's biggest competitors on the cloud
side.
So, yeah, we're going to see how this one shakes out.
Obviously, any big news we'll have in our newsletter.
All right.
Well, $50 billion might sound like a lot of money, but how about $1 trillion in real money?
Well, that's the amount that NVIDIA C.
CEO, Jensen Wong, says, NVIDIA will see in real AI demand.
So he highlighted that 40 million fold increase in compute over 10 years, which is, yeah, not a misprint.
40 million fold increase in compute over 10 years.
So that came from Jensen Wong at the Nvidia GTC conference where he did announce that number that grabbed so much.
like so many headlines because I think a lot of people are talking about, you know,
AI, is there really actually money out there?
Or is it just all these, you know, circular financing deals?
Well, Jensen Wong said, how about a trillion actual dollars through 2027?
So aside from that big number that grabbed headlines,
Wong also officially unveiled the Vera Rubin platform that was introduced as the new
integrated stack with Rubin GPUs, Vera CPUs.
in a new GROC 3 LPX inference accelerator designed to run model queries.
So, yeah, Nvidia had that kind of aqua higher of the GROQ, right, the inference company,
not GROK, the X-A-I chatbot.
So, Nvidia claims up to 35 times higher inference throughput per megawatt versus prior generation
hardware. So Wong framed the core economics of what's happening right now in the AI world. He said
data centers have fixed power budgets. So tokens per watt is a new critical measure for companies
to focus on. So Nvidia claims that Vera Rubin delivers roughly five times the revenue per
gigawatts compared with Blackwell and Grock equipped racks deliver much higher tiers. So Wong predicted
token pricing tiers from free to about $150 per million tokens and said every engineer will
likely receive an annual token budget signaling a change in how companies budget for AI compute.
So aside from all those chips and numbers and all that fun stuff,
and Bidia also had some other announcements.
We covered a lot of them in our newsletter.
But probably one of the ones that's going to continue to be talked about a lot is,
while they launched Nemo Claw, which is their secured version of OpenClaw for building agent-based personal and enterprise AI.
So NemoClau pairs open-shelf security and has deploy options, including a 13 cent in our instance on NVIDIA's Brevv Council and an open GitHub repo for self-hosting.
You do need a Windows PC with a decent Nvidia chip to go that option.
Also, Nvidia also showed off new advancements and robotics, space use cases, robo-taxy rollouts
with partners projected across 28 markets by 2028, Disney trained robot demo, and the Vera Rubin
module that's planned for orbit, illustrating NVIDIA's push beyond data centers.
All right.
Our next piece of AI news, yeah, a big shakeup at one of the.
biggest companies in the world. And well, its leader is kind of out. Well, kind of, not really,
but still kind of, at least when it comes to the day-to-day operations of Microsoft's copilot.
So Microsoft announced an executive reorganization that unifies consumer and commercial
co-pilot efforts and refocuses key leaders to new areas. So Microsoft is consolidating part of its
consumer and commercial co-pilot efforts into a single unified program to create a more
cohesive assistant across business and personal use. So Jacob Androy will lead the co-pilot
experience across both commercial and consumer products and will report directly to Microsoft
CEO, Sadia Nadella, taking responsibility for design, product, and engineering. So this change
makes Andro accountable for aligning co-pilot's features, look, feel, and roadmap across
different customer segments after years of separate teams and very inconsistent features.
And well, maybe the bigger news in all of this is the movement of Mustafa Solomon.
So he is still the Microsoft AI CEO and will shift his time away from leading co-pilot on the
consumer and enterprise side, and instead will focus on building Microsoft's own AI models
that they're hoping will kind of lead them to superintelligence.
So he will reportedly remain involved in day-to-day operations and retain a data-in-line connection
to Andro.
So Nadella framed the reorg around four connected pillars, the co-pilot experience,
the co-pilot platform, Microsoft 365 apps, and AI models,
with the goal of moving from multiple products to an integrated system that is simpler and more powerful for customers.
There's also a new co-pilot leadership team that will obviously include Andro, Ryan Roslonsky, Perry Clark, and Charles Lamana, as they will lead the different platforms under the new umbrella.
So this shift, I mean, it's pretty big because this is Microsoft kind of acknowledging that their current approach, well,
it just wasn't working, whether it's from a personnel or how they just structured this internally.
And it is kind of them acknowledging that having separate consumer and business co-pilot experiences
failed to just work, right?
So if you didn't know this, I think those people use the enterprise or the business version of Microsoft co-pilot,
which is integrated into their operating system.
But there was the consumer version of co-pilot, which looks.
looked very much like, well, if you've used the product before,
was very much similar to inflection AI.
And that's Microsoft kind of aqua hired that company.
So it had two very just different looks, different designs, different feels.
It worked two very different ways, which I always found confusing.
And I think a lot of people did as well.
So we'll see if this new.
move, you know, improves, improves kind of what Microsoft is hoping to accomplish here.
And Solomon's move is to focus on model also raises immediate questions about future
leadership for Edge, Bing, MSN, and Microsoft's advertising businesses, which had reportedly
or sorry, which had previously reported to Soleiman and were tied to prior Bing to co-pilot
efforts. So yeah, a lot of shakeups happening at Microsoft. All right, but the biggest news when it
comes to staffing is not actually Microsoft kind of reorging and having a new person run its
co-pilot flagship. It's probably actually what OpenAI is doing as a company. And that's because
we heard back in January from CEO Sam Altman that the company was,
going to drastically slow down its pace of hiring. Well, maybe not so much anymore. That's because a new
reports by the Financial Times said that Open AI is planning to increase its workforce from about
4,500 employees today to roughly 8,000 employees by the end of the year. So yeah, that's very
not normal for a company of that size to double, you know, over the course of what that would be,
like eight and a half months or something? No, like seven and a half months. Yeah, they'll be
absolutely wild. So the hiring drive is notable because it does run counter to broad tech
industry layoffs that are happening right now. Right. We just saw a huge layoff at Meta. We've seen
some big layoffs at Microsoft. So it looks like Open AI might be going counter to what everyone else
is doing. So, according to the reports, new hires would span across product development, engineering,
research, and sales with the company also recruiting what they're called technical ambassadorships,
specialists, which would essentially help businesses implement OpenAI tools. So the ramp up appears
aimed at strengthening OpenAI's competitive position against its other big competitors,
including Anthropic and Google, which have some.
started to gain traction from different parts of Open AIs, kind of pie that they had dominated,
you know, since early 2023 and 2024. So Open AIs recent deal as well with the Department
and Defense and reported advanced talks with private equity firms such as Brookfield Asset
Management underscored demand from both government and corporate buyers. And like we talked about
earlier with the new, uh, the reported a potential lawsuit between Microsoft, Open AI, uh, and
Amazon. Well, open AI also has the frontier program. So opening I not saying they're turning
into a consulting, uh, company, but that does seem like it's going to be a big part of their
position moving forward because if they want to increase stickiness across the enterprise, right,
They're already pretty much, at least right now, untouchable when it comes to weekly active users, right?
They're nearing a billion weekly active users.
No one else is really close to that.
But if they want that to stick in the enterprise, well, they're going to need enterprises to actually understand how to use them.
This is something that we've been doing at everyday AI for companies.
And it's surprising that companies, even larger, multi-billion dollar,
revenue companies still don't really know the basics of using, you know, the enterprise version
of Chad ShpT because it changes so often. So a pretty big shift here between, you know,
Open AI potentially completely reshaping and going into just one big super app to now,
well, they're saying they're going to double, almost double headcount. So this is a pretty big
statement from Open AI, especially since we heard in January, they're going to slow down
hiring and there's been all this talk out there on, you know,
entropic catching up,
Google catching up and a pretty bold statement here from OpenAI saying,
yeah,
we're going to quite literally double down,
bring all of our main products under one roof,
and their advertising business is really picking up as well.
All right.
Yeah.
There's a lot.
There's a lot more.
But that's our main stories.
Now we're going to roll into what's new and what's next.
kind of our bullet point roundup of all the other stories.
Some of them big, some of them rumor, some of them smaller updates,
but we're going to cover them all quick bullet point.
And remember, we might be covering some of these things in a little bit more depth,
either on Wednesday as we do our AI at work on Wednesdays or on Friday as we go over our feature Friday.
All right, here we go.
So Elon Musk announced the company's TerraFab chip plants in Austin, Texas,
Microsoft, excuse me, still fighting the sickness, y'all.
But hey, this is live.
It's unedited, unscripted.
So, excuse me, Microsoft started rolling out its co-pilot task features for those that
were on the wait list.
HSBC is considering 20,000 job cuts as AI reshapes back office work.
GROC is reportedly working on a GROC computer, their version of Perplexity's personal
computer, which is kind of just open claw. Cloud code released scheduled task, yay, but only on
the cloud, not on the desktop. Next, perplexities, a gentic computer browser landed on the
iPhone. We actually went over that this past Friday on our Friday feature show. Google AI
Studio, some pretty big updates that released an updated full stack experience inside Google AI
studio. Open AI is reportedly in late stage talks for a $10 billion enterprise AI joint.
venture.
InVidia unveiled their NemoClaw agent runtime.
Manis released My Computer, which is their version of OpenClaw.
Lovable released a general purpose agent, so not just in the coding game anymore.
Claude code added live channel integrations for telegram and Discord.
So again, very similar to OpenClaw.
You can start chatting with Claude code in telegram or Discord.
Super micro execs were charged over alleged
Nvidia chip smuggling to China.
Pretty big news there.
OpenAI built a near real-time monitor that reviews
internal coding agents, thoughts, and actions.
Microsoft released their MAI Image 2,
which did pretty good on the arena AI charts.
Google's Stitch relaunched as an AI native software
designed canvas.
It is really good.
I've been enjoying the new update.
Google expanded their personal intelligence across search, Gemini app, and Chrome.
Anthropic is hiring a specialist to stop AI-guided chemical and explosive misuse.
Huh.
Talk about a concerning job description if you ever see that one on the internet, right?
Nothing to be afraid of there.
Codex added subagents for parallel clean workflows.
I've been loving using the new subagents in Codex, FYI.
Anthropic rolled out dispatch for remote control on iPhone.
I've been enjoying that too.
When it works, we went over that this past Friday if you missed that.
Next, Matt assigned a $27 billion AI infrastructure deal with Nebius.
ChatGBTGBTGBT gained right actions for Google and Microsoft apps.
NVIDIA confirmed its restarting manufacturing of a China-tailored variant of its powerful AI chips.
Google Demind hired Bridgewater's chief scientist.
Andy Jassy, Amazon AWS CEO, said AI could double AWS revenue
to $600 billion.
Two dictionary companies sued Open AI.
Anthropic also got sued by the music conglomerate BMG
because they said Anthropic allegedly used copyrighted lyrics.
Mid Journey released their V8 Alpha.
So in Google's AI Studio, you can now mix built-in tools,
such as search and maps with your custom functions in one request.
Atlas Inn laid off 1,600 employees or about 10% of the workforce to fund AI.
OpenAI released GPT-54 Mino, sorry, Mini and Nano.
Those aren't in the ChatGPT app.
Those are more for developers, although ChadGPT or OpenAI did update ChadGPT's model picker.
I'm not the biggest fan, but I think I'll get over it.
Minimax launched their M2.7, or sorry, M2.7.
model and agent on the API and platform.
Mistral AI released both their open source Mistral Small 4, and they launched their
forge program, which allows for enterprise model training.
Anthropic made their one million token context generally available for Claude Backend
and Claude Co.
Anthropic published a new study about what 81,000 people won from AI.
And Python tooling company Astral.
Open AI as part of the Codex team and the latest acquisition Aqua hire.
All right.
That was a lot.
So like I said, if you can't keep up with this every single day and you just need to know
what is the AI news that matters, that's what we do here on Mondays.
Give it to you.
No BS.
No marketing.
A little fluff from me telling you what I think of it.
But I hope this is helpful.
If it was, tell someone about it.
So thank you for tuning in.
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