OpenAI’s Enterprise Pivot, The Rise of Agents and Bubble Counterpoints, Nvidia Changes Its Inference Story
Episode publishedPodcast: Sharp Tech with Ben ThompsonSharp Tech with Ben Thompson
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Hello, and welcome back to another episode of Sharp Tech. I'm Andrew Sharp, and on the other line, a day early this week, Ben Thompson. Ben, how you doing?
I'm doing okay. Every time. Every time. I'm sitting around writing, you know, multiple times a week, figure out what am I gonna write about. And then at the moment, I'm about to take a couple days off. I have, like, 57 gazillion things that I want to write about. So, we're gonna have to cover a lot of bases on here. Hopefully, the people will will listen.
I was gonna say there are 57 gazillion things that we could cover in the next ninety minutes on this episode. So I we're not gonna be able to get to everything that's covering. But in any event, is this your final piece of content before your spring vacation?
This is. And it's kind of a gonna be a weird vacation. I'm not taking the whole next week off. I'm gonna Mhmm. Publish a couple days, take one day off this week, the one day off the following week. Just really doing a terrible job of taking time for myself, but it is what it
work on it next year. Next year, you're gonna host me for March Madness in your basement with your 10 TVs and wonderful couch. I'm very upset that you're leaving right now.
Hey, Diana. This is gonna be a good I think it's gonna be a good year this year too. I mean, like, lots of good teams, lots of good, you know, NBA prospects. I'm actually kinda annoyed. I know. I'd like to
dialed in for the next couple weeks. In any event, we'll begin. You planted your flag with an article on Monday. We are not in a bubble, which we had talked about in the past, and you'd been sort of leaning that direction. We've had some listeners who are leaning that direction pretty aggressively. We got a number of questions related to that article, but I want to start with a story that ran Monday afternoon after your article Monday morning in The Wall Street Journal. Yeah. But I think a
good example of a point that I, have not covered that I want to, but yes.
Yes. Well, that's what the podcast is for. Headline from The Wall Street Journal, OpenAI to cut back on side projects in push to, quote, nail core business. And The Wall Street Journal writes, OpenAI's top executives are finalizing plans for a major strategy shift to refocus the company around coding and business users, recognizing that a do everything all at once strategy has put them on the defensive. Fiji Simo, OpenAI's CEO of applications, previewed the changes to employees in an all hands meeting, telling them that top leaders, including CEO Sam Altman and chief research officer Mark Chen
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