The AI Daily Brief: Artificial Intelligence News and Analysis - The Problem with ChatGPT Erotica
Episode Date: October 15, 2025OpenAI will soon let verified adults access mature content in ChatGPT—including erotica and customizable personalities—under its new “treat adults like adults” policy. CEO Sam Altman said earl...ier limits were to protect vulnerable users but can now be safely relaxed. The move sparked backlash from figures like Mark Cuban and Vivek Ramaswamy, who warned it could harm trust and worsen AI-related loneliness, while supporters see it as advancing user freedom and personalization. In the headlines: Citigroup’s AI saves developers 100,000 hours weekly, Walmart adds AI shopping to ChatGPT, Salesforce expands its OpenAI partnership, Intel readies a new GPU, and Oracle will deploy 50,000 AMD chips.Brought to you by:Is your enterprise ready for the future of agentic AI?Visit AGNTCY.orgVisit Outshift Internet of AgentsGoogle Gemini - Try NotebookLM today https://notebooklm.google.com/KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. https://www.kpmg.us/AIpodcastsBlitzy.com - Go to https://blitzy.com/ to build enterprise software in days, not months Robots & Pencils - Cloud-native AI solutions that power results https://robotsandpencils.com/Vanta - Simplify compliance - https://vanta.com/nlwThe Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Interested in sponsoring the show? nlw@aidailybrief.ai
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Today on the AI Daily Brief, Open AI opens the door to adult AI content.
Before that in the headlines, City Group's use of AI has freed up 100,000 hours for their developers each week.
The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI.
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Welcome back to the AI Daily Brief Headlines edition, all the daily AI news you need in around five
minutes. Since we have so many of these MIT-style studies claiming no positive results from AI
floating around, we're going to start a new little corner on the show called the ROI Spotlight,
where we highlight companies that are making announcements about how much actual tangible value
they're getting from AI in the here and now.
Taking off this segment, we have Citigroup, where the bank has claimed huge AI efficiency
gains in their earnings report. They said that their two main enterprise-wide AI tools
combined for 7 million utilizations last quarter, which tripled the usage of the previous
quarter. In addition, AI coding tools have completed 1 million code reviews here to date,
saving in their estimation around 100,000 hours per week across their developer teams. Remember, this is
not showing up in a press release, this is showing up in an earnings report, and as we move into a
2026 where ROI is one of, if not the dominant enterprise AI theme, we will continue to keep an eye out
for reported results like this. Now, speaking of enterprises in AI, yesterday, Walmart announced
that they were partnering with OpenAI on AI shopping. A couple of weeks ago, we heard about
chat GPT's new checkout features, and Walmart now joins as the biggest partner to take advantage of them.
Chatchapit users will now be able to shop Walmart products right in the app, complete with a buy
button and integrated checkout. Daniel Denker, Walmart's executive VP of AI product and design, said,
we view this as an opportunity to deliver convenience in a way that meets customers where they are.
Said Walmart president and CEO Doug McMillan, for many years, e-commerce shopping experiences
have consisted of a search bar and a long list of item responses. This is about to change.
There is a native AI experience coming that is multimodal, personalized, and contextual.
We're running towards that more enjoyable and convenient future with Sparky
and through partnerships, including this important step with OpenAI.
Sparky, by the way, is part of Walmart's super agent strategy,
where they reorganized dozens if not hundreds of sub-agents into four main agents.
If you're interested in that, go check out the episode Walmart Blast Past Agent Experimentation.
You can find it on YouTube or your podcast channels.
It came out at the end of July.
We talked frequently on this show about the difference between efficiency
AI and Opportunity AI. Efficiency AI is, of course, using AI to do the things that you do now
faster, better, cheaper. Opportunity AI is about new experiences and opportunities that simply
weren't possible before. And while it may seem small, what's interesting to me about this
partnership between Walmart and OpenAI is that it nudges more in that direction of Opportunity
AI and fundamentally new types of consumer experiences than just doing the old stuff cheaper.
Another big partnership with OpenAI yesterday came from Salesforce. Salesforce CEO Mark Beniof tweeted,
Salesforce and Open AI partnership unleashed.
New Agent Force 360 apps now live in chat TVT.
Query CRM, build Tableau dashboards, analyzed conversations,
even close deals with Agent Force commerce.
Trusted data and seamless workflows plus the world's best AI
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Now, we talked on Tuesday's show all about Salesforce's attempt to turn themselves
into an AI context platform.
But what was interesting about this announcement yesterday
is how much it did not move Wall Street,
at least not in the direction that you would have expected.
Over the past month, we've seen Oracle, AMD, and Broadcom all see big pops from their announced
openAI deals. We also saw Coursera, HubSpot, Figma, and Bookings.com also all have huge pops
when they were mentioned on stage at OpenAI Dev Day. And yet following the announcement,
Salesforce stock was down 3.6%. It's worst day in over a month. So does this mean that the OpenAI
magic is fading and markets no longer care about big AI announcements? Not necessarily.
Salesforce has had a number of tough years. With earnings,
growth slowing way down across that period. This year's growth forecast is less than 10%,
which is below other leading tech companies and way down from the 25% plus that they maintain for
over a decade until 2023. As a smaller sub-story, Salesforce also announced on Tuesday that they would
not be paying a ransomware demand that could impact customer data, so that could also be a part of
what's driving the drawdown. Still, you better believe as people look for signs of an AI bubble bursting,
a stock tumbling on the announcement of an open AI deal is raising some eyebrows. Back over in news that
it likes. We have the latest in the chip wars where Intel is preparing to get back into the
AI chip market with the release of a new GPU next year. One of the biggest knocks on Intel has
been that they sat out the entire AI boom, but that's actually not technically true. Intel produced
various CPUs that were used in Nvidia AI server racks. They also designed a series of AI
accelerator chips culminating in the Gaudi 3 chip released in April of last year. That said, the Gaudi
chips never captured any meaningful market share. The new chip is codenamed Crescent Island and is
expected to be ready for customer testing in the second half of 2026. This will be the first release
under a new plan to produce new GPUs on an annual basis rather than an irregular schedule.
During July's earnings call, CEO Lipbutan said that the company's focus would be on
efficient AI chips for serving low-cost inference. In a statement for this announcement,
CTO Sachin Kati confirmed that plan, commenting, AI is shifting from static training to real-time
everywhere inference driven by agentic AI. Scaling these complex workloads requires heterogeneous
systems that match the right silicon to the right task, powered by an open software stack.
He added that Intel's new chip will, quote,
provide the efficient headroom customers need and more value as token volume surge.
Remains to be seen whether Intel can actually accomplish this,
but there is a lot of merit to their focus on cheap inference rather than training.
Then again, there's no shortage of companies designing their own GPUs, TPUs, and A6
for efficient inference, so exactly where Intel fits into all of this remains to be seen.
Lastly, today, Oracle announced plans to deploy 50,000 AMD,
GPUs as the Blockbuster AI infrastructure deals continue. Oracle said on Tuesday that they expect
the installation to begin in the second half of next year using AMD's new M1450 chips. It's part of a
longer run commitment from Oracle to start making widespread use of AMD chips. There's also a likely
link to OpenAI's recent deal with AMD to buy 10 gigawatts worth of chip supply. Karan Bata,
the senior VP of Oracle Cloud infrastructure, suggested the move is about AMD somewhat catching up
to Nvidia. He said, we feel like customers are going to take up AMD very, very well, especially
in the inferencing space. I think AMD has done a really fantastic job, just like Nvidia, and I think
both of them have their place. Separately, Oracle's new co-CEOOs have defended the company's aggressive
AI buildout. Last month, Mike Cecilia was promoted from president of Oracle Industries, and Clay
McGorick was promoted from president of cloud infrastructure to take over leadership of the company.
Cecilia told the Wall Street Journal, we're really in a unique situation to deliver what we call
applied AI. Now, Oracle has been on a bit of a journey in the last month. They saw a huge pop after announcing a
$300 billion deal with OpenAI, but then the information later reported that Oracle has low margins
on their AI product driving the stock price down, but now many analysts believe the reporting
mischaracterized the accounting. Derek Wood of TD Cowen said, you have to go build the infrastructure
before you can turn on all the revenue meters. But as the consumption meter start going on,
you start to recoup a lot more of your capital expense and start to see gross margins significantly
improve. Still, the stock remains 0.8% down off its recent high, and in that context, the new co-CEOs
will make their case to investors at an investor day on Thursday.
There is anything interesting there.
We will, of course, report on it.
But for now, that's going to do it for today's AI Daily Brief Headlines edition.
Next up, the main episode.
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To some, this news was completely inevitable.
To others, it feels like a major course shift.
To some, it's just a head scratcher.
And yet for others, in this latest announcement,
they see the signs of deep cultural fracture that could create major problems for AI in the years ahead.
Mario Noffel X's aggregator-in-chief writes,
Chat Chip-T's adult mode is coming, literally. Oh, Mario. Starting December, OpenAI will let adult users
access mature content on chat chipt, but only if they verify their age. CEO Sam Altman says
it's part of treating adults like adults, which includes stuff like erotica and more customizable
chatbot personalities. OpenAI made the bot pretty strict before to protect people with mental
health struggles, but now says it has the tools to ease those limits safely. Basically,
ChatGPT might soon flirt back, drop emojis, or talk like your bestie, but only if you want it to.
All right, so as you might imagine, the erotica part of this has captured the most attention.
But let's try to get the whole picture before we dive to any conclusions.
On Tuesday, Sam Altman tweeted,
We made ChatchipT pretty restrictive to make sure we were being careful with mental health issues.
We realized this made it less usable and enjoyable to many users who had no mental health problems,
but given the seriousness of the issue we wanted to get this right.
Now that we have been able to mitigate the serious mental health issues and have new tools,
we are going to be able to safely relax the restrictions in most cases.
In a few weeks, we plan to put out a new version of chat GPT that allows people to have a personality
that behaves more like what people liked about 4-0.
We hope it will be better.
If you want your chat GPT to respond in a very human-like way, or use a ton of emoji,
or act like a friend, chat GPT should do it.
But only if you want it, not because we are usage maxing.
In December, as we roll out age-gating more fully and as,
part of our treat adult users like adults principle, we will even allow more like erotica for
verified adults. There is so much to unpack around all of this. One interesting part of it has to do
with the further fallout of the launch of GPD5 and the deprecation of 4-0. Back when that happened,
there was, of course, a massive rebellion and outcry of users who had gotten used to the interaction
patterns with 4-0 and who didn't like the cold and clinical feeling of GPD-5. At the time, there were
lots of questions around the sycophancy of models and what subtle but insidious problems that might
create, there were conversations around strategy and obligation to users and how people formed
relationships with models that the companies who release those models kind of had to accommodate
for even if they didn't expect that to happen. There was also just the straight-up contingent of people
who thought of 4-0 as something close to a romantic partner. Now, interestingly, although the 4-0
rebellion worked and people got their beloved model back, at least for a time, as we later learned it seemed
like in part, Foro had been deprecated because it didn't function properly with OpenAI's new
content moderation system. For example, shortly after Foro was brought back, OpenAI noted that
conversations on certain sensitive topics would be filtered to GBT5. This was part of a blog post
from mid-September called Teen Safety, Freedom, and Privacy. As with most of OpenAI's most important
blog post, this one was authored not by the team, but by Altman himself. In addition to noting that
certain types of conversations were going to be auto-routed to GPT5 because their content
moderation system could better handle them, we also heard the first inklings of how OpenAI was going
to approach this age-gating issue. And while the thrust of the blog post in general was that OpenAI
really wanted to prioritize freedom and privacy, and for adults over a sort of nannying safety,
that when it came to teens, the reverse was true. Altman wrote, we prioritize safety ahead of privacy
and freedom for teens. This is a new and powerful technology, and we believe minors need significant
protections. Altman noted that they were building an age prediction system to estimate age based on how
people use chat GPT, but if there was any doubt, they'd play it safe to default to the under 18
experience. So to the extent that this is just a continuation of what they've already been talking
about, i.e. a bifurcation of the experience into a non-adult and an adult experience, there's not
all that much that's necessarily notable here. Also, it should be noted that this is not the first time
that Altman has talked about allowing adults to use chat chat chat for adult conversation and
adult content. This is something that's come up in previous interviews going back quite some time.
There are a couple things I think that make this conversation different right now, though.
The first is that in the weeks following GPT5, Altman took a number of different pot shots,
presumably aimed at Elon Musk, who had allowed his Grock app to lean much more into the adult
and erotic type content. Writes Fortune, Altman did jab at companies developing Japanese anime
sex bots, continuing, you will not see us do that. We will continue to work hard at making a useful
app and we will try to let users use it the way that they want, but not so much the people
who have really fragile mental states get exploited accidentally. And while for Sam, this may all feel
consistent to people who are just casually getting this, they're basically hearing one month,
Sam ripping on Elon for having what Altman characterizes as Japanese anime sex bots, and then a
month later seem to say, yeah, that's fine here too. Even if obviously Sam and OpenAI would argue
that there is a big difference between releasing a full adult mode and actually building these characters
as Grock has done, versus just taking a more hands-off approach to whatever adults are going to do.
The other reason that this is hitting more skepticism, however, is that it comes on the heels of the
SORA app. We talked extensively about this when SORA was launched, about the consumer backlash
to people feeling like Open AI was shifting their focus from these big, lofty ambitions of
changing the world and curing all diseases, to instead just leaching our attention. To some,
it felt like the only reason for Sora, the app, not the model, was to a big,
again, lock our attention in in order to harvest us for data for further training or to make
money in the form of ads that could go to support other things. Now, as I argued, I think that that was
not just a chat GPT critique. I think that basically the challenge and the difference was that
open AI was saying, hey, we're going to try to do social media and specifically short-form video
responsibly. And it just happened to come into a world where there is a large and growing contingent
of adults who think that there is no way to do short-form attention harvesting video responsibly.
That is a fundamental contradiction that has no room for compromise.
Around the time that Sora launched, former stability founder Ahmad Mostok wrote,
In an age of infinite content, human attention is one of the few finite things.
So they'll try to capture as much of it as possible.
Attention is all they need.
I've seen the echoes of many of those conversations that we had just a couple of weeks ago,
come back up now, as expressed in this tweet from Drew Harwell of the Washington Post.
Sam Altman went from AI will cure cancer to chat GPT porn in less than a month.
Nate Silver also wrote,
Open AI's recent actions don't seem to be consistent with a company that believes AGI is right around the corner.
If you think the singularity is happening in six to 24 months,
you preserve brand prestige to draw a more sympathetic reaction from regulators
and attract and retain the best talent,
rather than getting into erotica for verified adults.
Instead, they're loosening guardrails in a way that will probably raise more revenues
and might attract more capital and or justify current valuations.
They might still be an extremely valuable company as the new meta, Google, etc.,
but feels more like AI as normal technology.
Now, I think that there is actually a really interesting question at the core of this
that gets at one of the uncomfortable realities of this new world that we're living in.
ChatGBTGBT currently has around one-tenth of the world's population logging into it each week.
When you operate at that scale, at what point do you stop seeing your role
as trying to guide people to what you view as acceptable use cases
versus effectively seeing yourself as a public utility
where you have to basically allow people to do what they want.
I don't think that it's as clean or clear-cut an answer
as some people are making it out to be.
And my guess is that Altman and many at OpenAI
see themselves to some extent
as Sherpas and stewards
for allowing people to figure out what they want to do with AI
without trying to be the arbiter of moral right.
I actually quite understand that point of view,
especially as someone who has fairly socially libertarian views
when it comes to adults being able to do whatever they
want as long as they're not harming others. At the same time, Open AI still is a company. In fact,
it's fighting a lot of battles right now to become more of a company and less of a nonprofit,
and I do believe that as such, it gets to decide what it wants to care about and what it wants to
stand for. In other words, there are already ways for people to go have access to those adult
experiences with AI should they so choose. ChatGBTGBT does not have to be one of the places
they can do that. It will not fundamentally hamper people's ability to get those experiences,
should they want them if ChatchipT said,
we think that's fine for adults to do,
but it's not for us.
I can't say for sure.
It's easy to be a backseat driver,
but I think that if I'm in Sam's seat right now,
that's the choice that I'm making.
Now, hold aside OpenAI itself.
There is a much larger societal conversation
that this is digging up and that this is a part of.
The response from a number of corners has been loud and negative.
Mark Cuban wrote,
this is going to backfire hard.
No parent is going to trust that their kids can't get through your age
They will just push their kids to every other LLM.
Why take the risk?
Same for schools.
Why take the risk?
A few seniors in high school are 18 and decide it would be fun to show the hardcore erotica
they created to the 14-year-olds.
What could go wrong?
By the way, I can say as a parent, and I'm sure many of you have this experience,
what you worry about isn't just what your kids do.
It's exactly the scenario that Cuban is describing here,
what they're going to learn on the bus or at a sleepover,
because some other kid decided to go find some seedy corner of the internet.
Now, Cuban went on to clarify, this isn't about porn that's everywhere, including here.
This is about the connection that can happen and go into who knows what direction with some
kid who use their older siblings login.
And so what he's getting at is that this is not just about a new different way to access
pornography.
It's about this new relationship pattern, which we've seen indications, like in the 40
Rebellion, that we don't really understand yet, and that could have some pretty negative
consequences.
Cuban decided to clarify even further.
He writes, I'm not saying we should ban it. I said it was a mistake, that it will hurt the business of open AI.
And I'll say it again, this is not about porn. This is about kids developing relationships with an
LLM that could take them in any number of very personal directions. Parents today are afraid of
books and libraries that kids don't read. They ain't seen nothing yet. I don't see how open AI can
age gate successfully enough. I'm also not sure that it can't psychologically damage young adults.
We just don't know yet how addictive LLMs can be, which in my opinion means that parents in schools
that would otherwise want to use ChachyBT because of its current ubiquity,
will decide not to use it.
It will be an ongoing battle for open AI.
I don't see the upside for them.
What's interesting about Cubans' take is that he's taking it both from the standpoint of
parent and society, but also cost-benefit analysis as an entrepreneur.
Adding credence to his argument is this tweet from Vivek Ramoswamy,
former Republican candidate for president and now candidate for governor of Ohio who wrote,
The unnecessary overhumanization of AI is becoming troubling.
This new feature will do nothing to improve productivity or prosperity, but it will almost certainly
increase addiction and loneliness. I don't think government intervention will make it any better,
but designing AI with the specific capability to sexually or emotionally manipulate humans
warrants extreme caution. Okay, so we have a conversation around what this means for
chat GPT and open AI, from both a moral and a business perspective, and also a question about what it
means for society and the nature of these relationships that we just don't understand yet,
but it is also so clearly a part of the growing contentious corpus of AI culture war battles that are rising to the mainstream.
This societal conversation about AI, loneliness, relationships is one of a number of cultural thought lines that we're seeing emerged that are going to shape the AI discourse in the years to come.
Some of these conversations are turning into political battles.
For example, this week, California Governor Newsom signed one bill adding guardrails to chatbot experiences but vetoed another that had more restrictions on how kids could use them.
there's also the pop culture dimension of these battles around AI.
We haven't really covered it all that much here,
but there's been a lot of scuttlebutt in Hollywood
after the announcement of an AI actress named Tilly Norwood
being signed by a talent agency.
In fact, this has been an ongoing conversation for like three weeks now.
Still, in my estimation, none of this pales in comparison
to the core economic conversations
with the very obvious one that's emerging being focused on electricity.
As people see the full ambition of the AI industry revealed
when it comes to data centers, they're drawing the natural conclusions that we're going to need
a lot more power to power all those data centers. And this is becoming a political conversation
with much more resonance than the silly how much water does AI use per prompt conversation,
which never really was able to pick up much resonance because of both how abstract and absurd it was.
This is a different kettle of fish entirely. Take for example this tweet from Nick Huber.
AI is going to go down as a disaster of colossal scale. My electricity bill in Athens, Georgia is up
60% since 2023.
Six increases in the last 24 months.
Just approved 20 plus data centers under construction in the region.
What gives?
Quality of life is dropping for 99% of people.
Now, we will probably do an electricity show at some point,
and my guess is that you'll grok pretty intuitively
that electricity being up in Athens, Georgia, 60% since 2023,
is not directly tied to AI.
Nick might not even be saying that it is either.
But what he's recognizing is that the approval of data center
certainly seems like it's going to take that problem,
whatever its cause is and make it worse.
This backlash is happening on an increasingly national level.
You're starting to see protests around new data center construction and even plans being changed.
Now, it seems to me that there is a lot of room for answers from the companies here.
I am actually gobsmacked at how little any data center construction firms or the hypers
themselves are engaging directly to design full-on community solutions that sit around what
they're building to make these things not just something that people don't protest,
but something that people see as actually additive to their community.
The number of dollars that we are talking about is so absolutely enormous
that adding incremental costs on getting the buy-in of the local people
who are going to potentially benefit from the positive impacts,
but also definitely going to deal with the negative externalities,
just seems incredibly obvious to me.
There is some conversation starting to happen about this.
Chimath Palahapitia writes,
one simple solution for hypers is as follows.
Option A, agreed to a higher base rate with the utility,
so that you can guarantee people in the local geography won't see increased electricity rates.
Option B, agree to pay for residential solar and storage for local citizens,
so they won't see increased electricity rates.
Either way, if the hyperscalers don't use their gobs of free cash flow to cushion the inflation
of electricity rates, you should expect to see a lot more pushback.
And so, yes, of course, this is a totally separate conversation in some ways from the adult porn
conversation.
I think it actually starts to blur in ways that could be very insidious for companies.
As high-yield Harry on Twitter put it,
sure, my electricity bill is up 40%,
but check out all these cool AI videos of SpongeBob evading arrest.
Anyways, guys, interesting times as always in AI land.
Appreciate you listening or watching as always.
And until next time, peace.