OpenAI Sprints. Google Grades Itself. Trump Threatens. Disney Pays.
San Francisco | December 12 Sam Altman's memo about Gemini 3 triggered a ten-day sprint to ship GPT-5.2.
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The $40 Billion Mirage
Enterprises are spending billions on AI pilots, but MIT's research shows most deliver no return. It's not the technology failing. The gap between impressive demos and working systems comes down to data quality, technical debt, and organizational readiness.
Opus Claims Victory, Genesis Borrows Glory
Good Morning from San Francisco, Anthropic crowned its new model the coding champion. The White House invoked the Manhattan Project
Trump's Genesis Mission Promises Manhattan Project Ambition. The Funding Says Otherwise.
Trump's Genesis Mission invokes Manhattan Project urgency to accelerate AI-driven science. But the executive order commits zero new dollars, claims credit for existing partnerships, and arrives while university research funding gets slashed.
Claude Opus 4.5: Everything You Need to Know About Anthropic's New Flagship
Anthropic's Opus 4.5 reclaims coding leadership and cuts prices 67%. But security tests show 22-point variance between evaluations, and one developer couldn't distinguish it from Sonnet in real work. Here's what actually matters.
Anthropic's Opus 4.5 Arrives With a Price Cut and a Pile of Contradictions
Anthropic cut Opus prices by 67% and claimed benchmark leadership. But confused usage limits, a Microsoft paradox, and user expectations of post-launch degradation reveal competitive pressure reshaping AI economics.
OpenAI's Shopping Bot Lands at 64% Accuracy Just in Time for Its $74 Billion Loss Projection
OpenAI's new shopping bot achieves 64% accuracy while the company bleeds $5 billion yearly. As Amazon blocks access and processing takes 5 minutes, the tool reveals a deeper crisis: OpenAI needs revenue desperately but can't build it.
OpenAI's $6.5 Billion Mystery Box: Why Altman and Ive Can't Explain Their Own Device
OpenAI paid $6.5 billion for Jony Ive's hardware startup but can't explain what they're building. The former Apple designer now advocates for lickable AI devices while studying the history of pockets.
Waymo's California Land Grab: 47,493 Square Miles of Permission, 2,500 Cars of Reality
California granted Waymo permission to operate across 47,493 square miles—but the company runs just 2,500 vehicles in five cities. The gap between regulatory approval and actual deployment reveals unit economics Waymo won't disclose and local opposition the state ignores.
Google's AI Mode Gets Ads: The Search Giant Just Admitted It Can't Compete
Google kept AI Mode ad-free for a year to compete with ChatGPT. Last week, ads appeared. The retreat reveals more than monetization strategy—it shows Google's $175B advertising business makes competing structurally impossible.
Google's AI Infrastructure Faces a Brutal Math Problem
Google must double AI compute every six months to meet demand, but capacity limits are already capping product rollouts and revenue. As bubble concerns mount, the company bets that underinvesting poses the greater risk in the infrastructure arms race.
Musk's Chatbot Worships Him, Facebook Masks Decline, Google Monetizes Honesty
Good Morning from San Francisco, Federal agencies now wire intelligence systems through a chatbot that declared Musk fitter than LeBron
Facebook's Daily Habit Problem: Why America's Most-Visited Platform Might Not Be Its Most Popular
Facebook claims 52% daily usage while TikTok hits 24%, suggesting clear dominance. But Pew's survey measures visits, not time spent. That distinction reshapes everything about platform power, ad economics, and which apps actually own user attention.