
Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so great at medical advice. Maybe the chip shortage isn’t great for Nintendo specifically. And maybe the MacBook Nano isn’t great for the Windows ecosystem generally.
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Welcome to the Tech Brew. Write home for Thursday, March 5, 2026. I'm Brian McCullough. Today is the long war between Google and Epic games finally over. OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn't so great at medical advice. Maybe the chip shortage isn't great for Nintendo specifically. And maybe the MacBook Nano isn't great for the Windows ecosystem generally. Here's what you missed today in the world of tech. Is this whole saga finally at an end? Google has announced an Android App Store program and lowered developer fees to resolve Epic's antitrust litigation and also comply with new rules in Europe and elsewhere. Quoting Bloomberg these announcements are not about just doing what's required, samir Samat, Google's vice president of product development, said in an interview with Bloomberg News. The moves go, quote, well beyond what is being required by legal changes in Europe and the uk, he said. Under the proposal, other companies can register with Google, pay a one time fee and offer an app store on Android. Samat said Google will also lower the fees it charges developers from a standard 30% to as low as 15 or 10% on recurring subscriptions. He said fee changes in the US, UK and EU are expected to go into effect by June, with changes in Australia, Korea and Japan before the end of 2026. Epic Games, which had been involved in a long running antitrust case with Google, said the new policies would eliminate the Fortnite makers concerns with the Android platform and resolve Litig in the us, uk, Australia and elsewhere. Anybody can launch a competitive app store now, epic Chief Executive Officer Tim Sweeney said in a joint interview with Samat. Alphabet doesn't offer standalone figures for how much revenue is attributable to its Android operating system or the Google Play Store. Documents from the US Litigation with Epic indicated the technology giant's App store brought in $14.66 billion in sales in 2020. Analysts had estimated that changes to its App Store required by new regulations and the litigation could result in a 1 billion dol loss in gross profit, end quote. Funny little addendum to that though. Quoting the Verge Epic CEO Tim Sweeney might be one of the most outspoken people in the history of the world. He fought two of the world's most valuable and powerful companies almost all the way to the U.S. supreme Court, insulting them again and again. Crooked, deceitful, insanely sneaky. Calling Android a fake open platform. Calling both companies gangster style businesses that will do anything they think they can get away with. Telling me how Google's Project Hug was an astonishingly corrupt effort at a massive scale. But Google has finally muzzled Tim Sweeney. It's right there in the binding term sheet for his settlement with Google. On March 3, he not only signed away Epic's rights to sue and disparage the company, he signed away his right to advocate for any further changes to Google's App Store policies. He can't criticize Google's App Store practices, in fact, he has to praise them. The contract states that Epic believes that the Google and Android platform with the changes in this term sheet are pro competitive and a model for App Store platform operations, and will make good faith efforts to advocate for the same. He may even have to appear in other courts around the world to defend this deal with Google. And Google gets to make sure his public statements are supportive of the deal from here on out. End quote. News you can use Google has expanded its Canvas workspace to everyone in the US Using Google Search's AI mode so they can get the latest info to organize plans, draft documents, and more. Quoting the Verge Google is bringing Canvas to everyone in the US using AI mode in search. The feature opens up a dedicated workspace within its AI powered search tool, allowing it to to use the latest information from Search to organize plans, develop tools and draft documents in a panel alongside your chat. Though Google initially launched Canvas inside its Gemini app as a way to create documents and code in real time, it later tested the feature in AI mode, but only for visualizing travel plans. Now you can use Canvas in AI mode for tasks related to creative writing and coding as well, giving you the ability to view an AI generated dashboard laying out information related to your prompt, or an interactive prototype of a tool you're developing. You can try out the feature by navigating to AI mode in search, selecting the plus button inside the chat window, and then choosing Canvas. From there, you can describe what you want to create, and Google will display the results in a panel on the right side of your screen. This feature is currently only available in English. OpenAI wants you to know I'm assuming this is a strategic leak after yesterday's anthropic numbers, that they hit $25 billion in annualized revenue by the end of February, up from $21.4 billion at the end of 2025. Quoting the information, that's a 17% increase from the $21.4 billion in annualized revenue the company was generating at the end of the year, according to the person and a second person with knowledge of the figures. OpenAI is still generating more revenue than its younger rival, Anthropic, though the difference between the arch rivals has been narrowing. Anthropic's annualized revenue recently topped $19 billion, up nearly three times from the end of last year and up 36% from just two weeks ago. OpenAI calculates annualized revenue by multiplying the last four weeks revenue by 12. If OpenAI calculated the metric based on revenue spikes just in the last week, OpenAI's annualized revenue would be roughly $30 billion, one of the people said. Anthropic's recent success in selling AI models that handle coding tasks has helped it quickly shrink its revenue gap with OpenAI. In 2025, OpenAI generated about three times more revenue than Anthropic. Now there is basically only a $5 billion gap between them. While ChatGPT contributes the vast majority of OpenAI revenue, the company expects an increasing portion of its revenue will come from business customers as well as new products such as advertising. OpenAI has been in talks with adtech firm the Trade Desk on a partnership that could expand its advertising clients. For instance, in Both companies blew past the revenue projections they shared with investors. The recent figures suggest they will do so again this year as businesses increase their spending on the technology, including for coding tasks. OpenAI recently hiked its revenue forecast for the next five years, with plans to generate as much as $284 billion in revenue by 2030. But it also raised its forecast for cash burn, predicting it would spend $665 billion in server related costs through the end of the decade. While both companies recently projected they would earn, each burned tens of billions of dollars over the next couple of years as they spend more to rent cloud servers and chips to develop their technology, the revenue growth surge could propel their respective initial public offerings as soon as this year. OpenAI recently selected law firms for its proposed IPO, the Information has reported. The number of ChatGPT users grew to about 920 million weekly active users by the end of February, according to the person. That's a gain of roughly 10 million from a few weeks earlier, though it's still short of its goal of getting 1 billion users by the end of 2025. The company's release last summer of ChatGPT 5, which generated complaints from some users over its colder personality than its predecessor, GPT4O, appeared to contribute to the growth slowdown. End quote.
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Experian but this is not great for another potential growth area. Quoting NBC News ChatGPT Health OpenAI's new health focused chatbot frequently underestimated the severity of medical emergencies, according to a study published last week in the journal Nature Medicine. Previous research has shown that ChatGPT can pass medical exams, and nearly two thirds of physicians reported using some form of AI in 2024. But other research has shown that chatbots, including ChatGPT, don't provide reliable medical advice. ChatGPT Health is separate from OpenAI's general ChatGPT chatbot. The program is free, but users must sign up specific to use the health program, which currently has a waitlist to join. OpenAI says ChatGPT Health uses a more secure platform so users can safely upload personal medical information. In the study, the researchers fed 60 medical scenarios to ChatGPT Health. The chatbot's responses were compared with the responses of three physicians who also reviewed the scenarios and triaged each one based on medical guidelines and clinical expertise. Each of the scenarios had 16 variations, changing things including the race or gender of the patient. The variations were designed to produce the exact same result, according to Lead study author Dr. Ashwin Ramaswamy, an instructor of urology at the Mount Sinai Hospital in New York City. This meant that an emergency case involving a man should still be classified as an emergency if the patient was a woman. The study didn't find any significant differences in the results based on demographic changes. The researchers, though, found that ChatGPT Health, under triaged 51.6% of emergency cases. That is, instead of recommending the patient go to the emergency room, the bot recommended seeing a doctor within 24 to 48 hours compared with the doctors in the study. The bot also over triaged 64.8% of non urgent cases recommending a doctor's appointment when it wasn't necessary. The bot told a patient with a three day sore throat to see a doctor in 24 to 48 hours when at home care was sufficient. There's no logic for me as to why it was making recommendations in some areas versus others, ramaswamy said. End quote. The soaring cost of memory chips is beginning to take a bite out of gaming, quoting Bloomberg the additional cost is denting consumer Appetite for new Switch 2 games. That's a problem for Nintendo, which needs to sell as many games as possible to make up for razor thin margins on the consoles, which retail for around $450 and are already under pressure from US tariffs as well as a likely rise in shipping costs related to the conflict in the Middle East. I used to buy games on a whim without paying attention to storage, said Shinsuke Hasegawa, an avid gamer in Tokyo with dozens of games for the Switch and its successor. But now I need to make sure that games I buy are really ones I want to play because the space is filling up so quickly at a pace that I didn't imagine. Nintendo's storage problem is weighing on software demand alongside factors such as game launch timings, Initial software sales momentum for the Switch 2, the world's fastest selling console lags behind the original Switches. As of end of December, when Switch 2 sales hit 17.37 million units, the average number of games purchased per console came to 2.18, according to Bloomberg calculations based on company filings. When the original Switch reached a similar hardware sales milestone In March of 2018, that figure stood at 3.88. The Switch 2 is able to run higher end games, and their file sizes are growing accordingly. Square Enix will release its Final Fantasy 7 rebirth for the Switch 2 in June, requiring an estimated 102 point roughly 40% of the console's 256 gigabytes of internal storage. That's as the cost to expand storage continues to climb, exacerbated by Nintendo's use of a new format with limited supply. Japanese storage memory maker Nextstorage now sells 256 gigabyte microSD Express cards that are compatible with the Switch 2 for $85, a 30% hike from when the console was released in June Prices for comparable storage products are also rising in the US where tariffs are adding to consumer costs. Besides consumer unhappiness about having to spend $50 plus the cost of a new game for Micro SD cards that can provide additional storage, the problem poses a long term risk for the company, said Pelham Smithers, managing director at Pelham Smithers associates. If the Switch 2 gets a reputation for just being a vehicle for Nintendo games, then third parties may stop trying, which can start a domino effect in terms of consumer interest, he said. End Quote. No new Apple products today I guess that's done for now, though. The rumor is a new ChatGPT might be dropping at any minute, so maybe it'll be out by the time you hear this. But back to Apple, no less an authority than Windows Central, says that Apple's new MacBook Neo is a serious threat to OEMs like HP, Lenovo and Dell and their $599 laptops seem inferior. And Windows 11's reputation is at an all time low, a sort of perfect storm. Quote you can definitely get a more capable, perhaps even more powerful Windows laptop for $599. It would likely have more RAM and storage. But to most mainstream laptop buyers, none of this truly matters. Owning a Mac is less about the raw specs and more about it being a Mac and not a Windows PC. One of the reasons Windows laptops are so popular is that they're cheap. MacBooks have historically never been considered to be affordable laptops, but that changes with the MacBook Neo. Because of this, someone who had no choice but to buy a mid range Windows laptop in the past now has the option of buying a MacBook. And because Windows 11's reputation is at an all time low, people are looking to jump ship from Windows more than ever. With millions of Windows 10 users running unsupported hardware, a599 MacBook is going to look ever so appetizing. The timing couldn't be better for Apple. In fact, it's clear that Apple is anticipating a lot of Windows users to make the switch. It even has a dedicated Switch to Mac tab on the MacBook Neo page, advertising just how how easy it is to move from a Windows PC to a MacBook Neo. For those of us who don't like macOS, nothing really changes today. But for the large percentage of people who only use a Windows laptop because they had to or couldn't afford a MacBook, there's now an affordable and easy way of obtaining a new MacBook from Apple. Windows OEMs are going to feel the heat too. For years, OEMs have gotten away with shipping what can essentially be described as e waste in this price bracket. With a few exceptions of course, most new $599 laptops from HP, Lenovo, Dell or any of the other big name brands aren't going to hold handle to the desirability of a brand new Mac laptop at the same price. Although when the ASUS ZenBook A14, one of our top Windows laptops, drops to 599, it's an amazing value. If I were Microsoft, I'd be on full blown panic alert at this point. Unlike Chrome os, which was never desirable even at a lower price point, A full blown macOS laptop at 599 is a serious threat to Windows. Young people are going to flock to this and it's going to sell like hotcakes, not giving Windows laptops even a second thought. As those young people grow up, they're only going to want to use Mac laptops as they become adults, and Windows will slowly but surely lose all relevance outside specific use cases such as gaming and enterprise. As things currently stand, I can't help but think this is nothing but bad news for the Windows ecosystem and Microsoft. I'd honestly be shocked if this 599 MacBook doesn't make a dent in the Windows laptop market. Nothing more for you today. Talk to you tomorrow.
Episode Title: Dr. ChatGPT Isn’t Quite There Yet
Host: Brian McCullough
Podcast: Tech Brew Ride Home
In this brisk, fact-packed episode, host Brian McCullough recaps major tech news stories, including Google's settlement with Epic Games over App Store antitrust claims, the explosive revenue growth battle between OpenAI and Anthropic, skepticism about ChatGPT's medical chatbot, Nintendo’s storage crisis amid rising chip costs, and why Apple’s new MacBook Neo spells trouble for Windows OEMs. Listeners are treated to sharp insights, nuanced analysis, and memorable industry quotes.
[00:04 – 03:41]
Settlement Details:
Epic’s Response:
Financial Implications:
Memorable Moment:
“Tim Sweeney might be one of the most outspoken people in the history of the world. He fought two of the world’s most valuable and powerful companies almost all the way to the U.S. Supreme Court, insulting them again and again: Crooked, deceitful, insanely sneaky... gangster style businesses that will do anything they think they can get away with." (Brian, quoting The Verge, [03:01])
Notable Twist:
The settlement muzzles Tim Sweeney—he can no longer disparage Google’s practices and must publicly praise them, even in other courts.
[03:42 – 04:16]
[04:16 – 07:29]
OpenAI Revenue Surge:
Growth Metrics:
Profit—But at a Price:
IPO Rumors:
[08:27 – 10:10]
Nature Medicine Study:
ChatGPT Health chatbot:
Expert Quote:
“There’s no logic for me as to why it was making recommendations in some areas versus others.”
— Dr. Ashwin Ramaswamy, Mount Sinai Hospital ([09:26])
[10:11 – 12:07]
The Problem:
Consumer Reaction:
Business Impact:
Market Risks:
[12:08 – End]
Affordability & Appeal:
Market Consequences:
Notable Quote:
“For years, OEMs have gotten away with shipping what can essentially be described as e-waste in this price bracket... If I were Microsoft, I’d be on full-blown panic alert at this point.” (Brian, citing Windows Central, [12:53])
Demographic Note:
This episode offers a fast, insightful daily wrap-up of the news that shapes Silicon Valley and the broader tech world. Brian McCullough’s analysis is brisk, wry, and punctuated by telling quotes and readable tech reporting.