Tech Brew Ride Home - OpenAI Enters The Group Chat
Episode Date: November 14, 2025OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn’t over. Goog...le knows who sent you that fake UPS shipment alert text. And, of course, the Weekend Longreads Suggestions. ChatGPT launches pilot group chats across Japan, New Zealand, South Korea, and Taiwan (TechCrunch) Amazon and Microsoft Back Effort That Would Restrict Nvidia’s Exports to China (WSJ) OpenAI, Apple Lose Bid to Toss Musk xAI Suit Over Competition (Bloomberg) AI startup Cursor raises $2.3 billion funding round at $29.3 billion valuation (CNBC) You know those fake USPS texts? Google says it's found who's behind them (Fast Company) Weekend Longreads Suggestions: Sundar Pichai Is Google’s AI ‘Wartime CEO’ After All (Bloomberg) CRYPTO: Realm of the Coin (Vanity Fair) I'm Going to Be a Dad. Here's Why I'm Not Posting About My Kid Online (CNET) Learn more about your ad choices. Visit megaphone.fm/adchoices
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Welcome to the TechBrew right home for Friday, November 14th, 2025. I'm Brian McCullough today. OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn't over. Google knows who sent you those fake UPS shipment alert techs. And of course, the weekend long read suggestions. Here's what you missed today in the world of tech. When your business evolves, so does your risk of data loss.
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OpenAI is piloting group chats in ChatGTPT in Japan, New Zealand,
South Korea, and Taiwan,
letting up to 20 users create profiles
and prompt chat GPT in a shared space.
The better to collaborate, I guess.
Quoting TechCrunch.
The group chat is available to free plus and team users on both mobile and web platforms.
OpenAI says the pilot is designed to explore how people use group conversations in chat
GPT.
The announcement comes after earlier reports that OpenAI had been testing a direct message-style tool.
The chat chip-chipt maker describes this pilot as just a small first step toward creating a more
shared experience in the app.
Early users will be invited to provide feedback, which the company says will help shape how the feature eventually expands to more regions and offerings.
According to OpenAI, private chats and personal chat GPT memory, stay completely private.
Group chats are invitation only, and members can leave at any time.
Most participants can remove others, though the group's creator can only leave voluntarily.
For users under 18, content is filtered with extra safeguards and parental controls in place.
Starting a group chat is easy. Just tap the people icon and add participants either directly or by sharing a link.
Groups can include one to 20 people. If you add someone to an existing chat, a new group is created, leaving the original conversation unchanged.
Each group has a short profile and all chats are organized in a labeled sidebar for easy access.
Group chats work just like regular chat GPT conversations but with multiple people joining in.
GPT 5.1 auto handles responses and comes live.
loaded with features such as search, image generation file uploads, and dictation. In group chats
chat chat Gptes usage limits, which restrict how many AI responses users can receive per hour,
only count when chat GPT responds. Messages between human participants don't count toward those
limits. ChatGPT has learned new social skills for group chats, knowing when to jump in and when
to stay quiet. You can tag chat chat chat to get it to respond. It can also react with emojis
and use profile photos to create personalized images for the conversation, end quote.
Two things to give you a heads up about in case they become big deals somewhere down the road.
First up, sources say Amazon and Anthropic now support legislation called the Gain AI Act,
which would give U.S. buyers first priority on advanced AI chips, joining Microsoft,
which has already voiced support for this bill.
Now, here's the interesting bit.
Invidia opposes this.
Quoting the journal,
Amazon is joining Microsoft and supporting legislation that threatens to further limit
NVIDIA's ability to export to China, a rare split between the chip designer and two of its
biggest customers. The move by Microsoft and Amazon to work against a company they are
deeply intertwined with highlights the fierce nature of the artificial intelligence race.
The companies are all jockeying for favorable policy to stay ahead of competitors.
NVIDIA is fighting for access to the lucrative Chinese market despite security concerns.
The legislation would require chip firms to satisfy U.S. demand before sending products to China and other countries subject to arms embargoes.
It is one of the first efforts by Congress to address chip exports, which are vital for the data centers that train AI models.
Microsoft publicly came out in favor of the legislation known as the Gain AI Act.
Officials at Amazon's Cloud Unit have privately told Senate staffers they also support it.
Congressional aides and people familiar with the matter said, the policy would give tech firms, including Microsoft and Amazon, preferential
access to chips at their data centers around the world. The backing from two of the world's
biggest tech companies could boost the act despite opposition from some White House officials,
NVIDIA, and other semiconductor companies, experts say. Peers, meta-platforms, and Alphabet's Google
haven't taken a position, and neither has President Trump, the people said.
Anthropic, a top AI model developer that generally supports export restrictions and uses chips
from NVIDIA, Amazon, and Google, is also supporting the policy, the people said.
Congress is weighing whether to include the act as an amendment to the National Defense Authorization Act, which typically lands on the president's desk by the end of the year.
The policy is one support from key Democrats, including Senate Minority Leader Chuck Schumer, but still likely needs to get the approval of Senate Banking Committee Chair Tim Scott and top House Republicans to move forward.
Invity Chief Executive Jensen Wong frequently talks to Trump about AI policy and the company has ramped up its lobbying this year.
It's spent nearly $3.5 million, the first three quarters of the year, up from $640,000 in all of
2024, according to data provider Open Secrets. The Gain AI Act is testing Nvidia's influence in
Washington. It would include an exemption for tech companies and other trusted entities that
would no longer need export licenses approved by the government when sending chips to regions such
as the Middle East. That provision has won over Microsoft and Amazon, who have faced delays
getting export licenses and would potentially gain a leg up on competitors.
Usually the tension between hyperscalers and Nvidia is about the product itself and pricing, said Ray Wang lead semiconductor analyst at the Futorum Group, a research and advisory firm referring to the rapidly growing tech firms.
Right now, that tension is getting more complicated, he said, end quote.
And second thing, note that the litigation around OpenAI and Elon Musk is not over.
A. A U.S. judge has ruled that Apple and OpenAI must answer to a lawsuit filed by X and XAI,
accusing them of conspiring to thwart competition in emerging markets in AI. Quoting Bloomberg.
U.S. District Judge Mark Pittman on Thursday rejected a bid by Apple and OpenAI to dismiss the lawsuit, which was originally filed in August.
Pittman didn't explain his decision in his written order, but he directed both parties to submit further filings, arguing their positions on the case.
The lawsuit seeks billions of dollars in damages from Apple and OpenAI based on claims that Apple's decision to integrate OpenAI into the iPhone's operating system
inhibits competition and innovation within the AI industry and harms consumers by depriving them of choice.
Lawyers for both companies rejected those arguments in separate court filings.
Open AI accused Elon Musk of, quote, waging a campaign of lawfare against the company due in part to his longstanding feud with chief executive officer Sam Altman.
Apple's attorneys argued that the underlying allegations in the lawsuit are inaccurate, given that the company does not have an exclusive agreement in place with OpenAI and intends to work with other AI companies in the future.
Quote.
Cursor has had quite a week.
I told you yesterday that that big new round they raise means they have 10x their valuation
just this year.
And now Cursor says it has also crossed $1 billion in annualized revenue.
Also, it has more than 300 employees, and its in-house models are, quote, generating
more code than almost any other LLMs in the world.
Quoting CNBC.
Cursor is one of just a handful of AI startups, including OpenAI, Anthropic, XAI,
Safe Superintelligence, and Thinking Machines that are valued at over.
$10 billion. Invidia CEO Jensen Huang called the company his quote favorite enterprise AI service
in an interview on CNBC's Squackbox in October. The company said its in-house models generate more
code than almost any other large language model in the world. Curser CEO Michael Truel told
CNBC this startup is not looking to IPO anytime soon. Our immediate focus is on building out the company
and growing the team and we have a lot more to do there before thinking about anything like going
public, he said, on closing bell over time on Thursday. In September, Anthropics said its coding tool
Claude Code has already generated more than $500 million in run rate revenue for the company since
its full launch in May. As of July, competitor WinSurf was generating $82 million in annual recurring
revenue, cognition said in a blog post at the time. Internally, we often talk about how high the
ceiling is for how great cursor can become and how much work still remains to get there, Truell said, end
quote.
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I get them. You get them.
we are smart enough not to click on them, though I did once and had to scramble to make sure I was safe.
I'm talking about those fake texts about things like package delivery notifications that show up on your phone.
Well, we've all been trying to find the guys who do that, and maybe we finally have, quoting Fast Company.
If you've ever been hit with a sketchy text warning you of an overdue toll road payment or mysterious U.S. Postal Service fees,
you've likely been targeted by one of the largest cyber scams sweeping the globe.
Now, Google is suing an international cybercrime group, it believes, is responsible for the
ubiquitous text-based fishing scheme, which may have raked in as much as $1 billion over the last three years.
In the lawsuit filed Wednesday, Google alleges that 25 people are part of a sprawling scam
operation known as Lighthouse that was designed to swipe the logins and passwords of victims
caught in its web. The Lighthouse scam hinges on tricking people.
with bogus texts prompting them to click a link and share their credentials on fake websites.
The sites display legitimate-looking logos of brands such as Google, Gmail, and YouTube
in hopes of convincing potential victims that their fake web pages are real, hence the company's
involvement. Google says that it found 107 website templates misusing Google branding on their
sign-in screens in order to fool people into thinking those sites are safe and actually
connected to Google's products. According to the lawsuit, almost 200 fake web templates connected
to the Lighthouse Network imitate U.S. websites like those belonging to the New York City
government and United States Postal Service. Beyond Google's own logos, the fake sites display
official-looking logos of payment companies and social media platforms. Google and other
security researchers believe that the TechS fishing scam network is based in China, well beyond the
reach of U.S. law enforcement. Bad actors built Lighthouse as a fishing as a service kit to
generate and deploy massive smishing or SMS fishing attacks. Google General Counsel
Halima Delane Prado wrote on the company's blog.
These attacks exploit established brands like Easy Pass to steal people's financial information.
Google notes that this family of cybercrime is causing immense financial harm around the globe
and that the company intends to disrupt the scheme's core infrastructure with the lawsuit.
Google alleges that the unnamed individuals connected to the lighthouse scam have run afoul of the RICO
Act, the Lanham Act, which protects trademarks, and the Computer Fraud and Abuse Act.
Because the operation is seemingly based in China, Google's suit likely won't be dragging anyone to court overnight,
but the suit could still disrupt the group's web hosting and other aspects of its infrastructure.
Because Google doesn't know the names of the 25 individuals connected to the scam,
the suit includes their telegram handles when they are known.
To fight cyber scams on U.S. soil, Google also announced Wednesday that it will back a handful of bipartisan bills
designed to disrupt fraud, counter scams, and block robocalls that originate overseas.
legal action can address a single operation.
Robust public policy can address the broader threat of scams,
Delane Prado said,
We encourage Congress to enact these crucial bills
and help bring a decisive end to the financial harm and damage brought by foreign cybercriminals,
end quote.
Time for the weekend long read suggestions,
and first up, Bloomberg suggests that Sundar Pichai has pulled off a miracle
with Google of late, quote,
There was a time everyone seemed to have a take on why OpenAIs
chat GPT beat Google to market in November,
2022. One view is that Alphabet's bloated company culture had held it back and made it too touchy-feely
for cutthroat competition. Another was that protectionism over Google's advertising revenue had
curbed the company's ambition, creating a code red moment that left it vulnerable to disruption,
even destruction. Some question whether Sundar Pichai, the company's soft-spoken leader,
possessed the ruthlessness to be the wartime CEO Google needed. That talk has disappeared of late.
Google is the strongest performer in the so-called magnificent seven stocks this year,
beating even Nvidia.
The credit for that lies with the man at the top, end quote.
Vanity Fair takes a look at the meme coin traders.
Quote, back in January, it felt like everyone was about to get really, really rich.
We are in for face-melting growth, Alex Taub, the founder of the fantasy IP brand Goblin Town,
who has long dabbled in cryptocurrencies, tells me at the time.
This is the 1990s stock market. A monkey could throw a dart at a wall of stocks and make money.
And it only seemed destined to continue. The incoming president was not only crypto-friendly,
he had plans to mint his own meme coin. So did the president's wife. In September,
when World Liberty Financial, a crypto venture led by the president and his three sons launched a new coin,
the company's holdings surpassed $5 billion on paper. The running joke says Taub goes like this.
You have the next four years to retire your entire bloodline.
From the outside, it all looked too stupid to take off. Cartoon avatars shilling fart coins as a kind of currency.
Betters wagering millions on whether or not a politician would wear a suit. Financial markets have
always been something of a game, but they were a game for smart people like chess. These new
financial games were simpler, demanding all the intellectual rigor of candy crush. Being stupid
actually was good. The dumber you are, the more money you make, says Taub. Still, it seemed far-fetched that these games
might constitute any kind of economic viability. This is one of the largest wealth creation events for
young people in history, says Zara, a 28-year-old crypto trader who lives on a cannabis farm in
Northern California that she and her partner bought with their crypto winnings. Just how much money
is churning through these markets is difficult to say, but in the past year, an insulated online
economy has risen from a thicket of wallets and exchanges where fortunes are won and lost within a matter
of minutes. On a Sunday in early August when crypto markets were down, the leaderboard of a
crypto wallet tracking website called Coiskan was topped by pain, a trader who, as of that day, had made
just over $60,000 trading meme coins. But this was nothing compared to Cupsi, a figure of legend
in the world of meme coin traders who, according to the site, had netted $1.5 million in a month,
end quote. And finally from CNET, the fear used to be putting your kids online because
They might be embarrassed later in life or they could be target of predators or they could be doxed.
But now with AI, the fear is, well, their entire personhood could be cloned.
This weekend, a bonus episode, a portfolio profile episode.
I haven't had one of those in a while come to hear about the AI startup founded by X Apple engineers
that focuses on modernizing and maintaining the critical mainframe systems,
especially those running on COBOL code that underpin much of the world's essential infrastructure.
But stay to hear the inside information on what it's like to get into Y Combinator,
and especially the best strategy I've ever heard for actually getting your application to Y Combinator accepted.
Talk to you on Monday.
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