WWD-See... Anything?

Summary

Tech Brew Ride Home – WWDC-See… Anything?

Date: June 8, 2026
Host: Morning Brew Team
Theme: A rapid rundown of Apple WWDC 2026, major industry AI moves, and OpenAI’s product strategy shift.

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Episode Overview

This episode covers the latest Apple WWDC 2026 keynote, focusing on updates to Apple’s operating systems and its new “Apple Intelligence” features, notably a reimagined Siri. The hosts also discuss Google’s massive new compute deal with SpaceX, President Trump floating government equity in AI companies, and OpenAI’s plans to evolve ChatGPT into a “super app.” The tone is informed, skeptical, and a bit sardonic, particularly regarding Apple’s announcements.

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WWDC 2026 Keynote Recap

Quick Summary

• Apple’s WWDC keynote was held today, marking Tim Cook’s last as CEO.
• Major focus: Apple Intelligence, deep Google partnership, new Siri, and trust/safety upgrades.
• Host perspective: Underwhelmed by “gee whiz” moments; most features seen as already standard elsewhere.

Chronological Breakdown & Insights

Intro & Framing

• Tim Cook’s subdued opener, “given that this is his last WWDC as CEO.” (02:01)
• Craig Federighi highlights three pillars:
  • Faster, smoother software
  • Enhanced safety tools for families
  • “Big leap” in Apple Intelligence/Siri

OS and Interface Updates

• macOS “Golden Gate” – Liquid Glass effect can now be dialed down via a Settings slider. Performance: “Apps launch up to 30% faster…Photos app loads up to 70% faster.” (02:32–03:05)
• A notable speed upgrade for older devices: “Reworked the CPU scheduler…so older phones should feel faster…pushed it back to iPhone 11.” (03:08)
• Search index rebuilt: “So the thing you’re looking for…actually shows up when you search for it. At least that’s what they promise.” (03:28–03:31)

Trust & Safety Emphasis

• “Apple’s leaning hard into parental controls.” (03:42)
• Child accounts have age-based protections. “Ask to browse” for parental approval before visiting new sites (03:45–03:59).
• Gore/violence filtering, redesigned screen time using pediatric guidance.

Main Event: Apple Intelligence

• Apple + Google: “The actual brains behind this new flavor of Apple Intelligence were built on…a deep collaboration with Google, using the technology behind Google’s Gemini models.” (04:09)
• Hosts note how Apple reframes it to focus on privacy: “Models…run on Apple’s own hardware, on device and on their private cloud compute servers.” (04:33)
• “Two years later…Apple went and got help from Google to deliver this.” (04:45)

Architecture & Capabilities

• Apple Intelligence runs via:
  • Server model
  • On-device model
  • Beefier on-device model for top-tier Apple Silicon (handles speech, dictation, new voices)
• System orchestrator mediates across four core capabilities:
  • Personal context (searches your own data)
  • World knowledge (web data)
  • App actions (does things inside apps)
  • On-screen awareness (knows what’s on your screen) (05:19–05:41)
• Host quote: “Your data isn’t stored and it isn’t accessible, not even to Apple.” (05:44)

Siri AI Overhaul

• Siri rebranded as “Siri AI”—billed as truly conversational, context-aware, with demo after demo:
  • Pulls event info from web and reminders from user context (06:05)
  • Recognizes places in photos, extracts addresses from unsaved texts, and handles multi-stop navigation (06:13–06:49)
  • Advanced photo management: “Add just the ones with Bryce, Madison, and Quinn to our shared album…and Siri does it without ever opening the photos app.” (06:51)
  • Planning use case: finds World Cup info, iconic dishes, recipe from private chat, and preps a group menu—“Siri finds it buried in a message and pulls the whole thing together into a custom menu and fires it off to the group chat on the Mac.” (07:11–07:37)
• Now available system-wide: Siri baked into Spotlight, drafts emails, compares files, works on iPad, Watch, Vision Pro (just look at the Siri orb—no “Hey Siri” required).

Notable Quotes

• Co-Host: “Now finally…pulling personal context out of your messages and stuff on your phone and acting on it. The exact thing that got delayed last year.” (06:25)
• Host: “The ability to AI style query about files…and take actions on that…that’s sort of what I love using the various AI models for when they allow you to plug stuff in.” (08:03)
• Co-Host: “Visual intelligence…Siri using your camera and your screen so it’s seeing what you’re doing and tells you what you see or what it sees you see.” (08:34)
• Co-Host: “On Vision Pro you just…ask whether a backpack works as carry on…and whether their hiking boots will fit. And Siri answers using both world knowledge and personal context.” (09:01)

Limitations and Critiques

• Siri AI launches “in beta later this year”—no hard date for general users. (09:36)
• English only at first. No EU launch due to GDPR, China on hold. (09:42)
• “A meaningful chunk of Apple’s user base is not getting any of this on day one.” (10:05)
• Most powerful model needs iPhone 17 Pro, iPad with M4 or newer, Mac with M3+ (minimum 12GB RAM). (11:29)

Candid Host Opinions

• Host: “After a two year delay, I think Apple just announced the AI features that have been table stakes on a lot of Android phones for at least three years now.” (12:01)
• Co-Host: “It was like a boring keynote…I’ll wait to read all of the analyses and hot takes tomorrow, but if anyone has a more generous take than what I just gave on today, I’d be very surprised.” (12:27)

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Major Industry Headlines

[14:20] Google’s $920 Million/Month SpaceX Compute Deal

• Google will pay SpaceX $920m/month for compute power, mainly for Nvidia chips, through June 2029—totals about $30 billion. (14:30)
• “This is a short term, timely agreement to ensure we have bridge capacity to meet surging customer demand…” – Google Cloud (15:19)
• Follows similar compute deal with Anthropic; SpaceX is quietly pivoting to AI compute infrastructure as it approaches IPO.

[15:55] Trump Floats US Government Equity in AI

• President Trump suggests U.S. government might take equity stakes in leading AI labs, possibly forming a public wealth fund so “American people can benefit from the success of AI.” (16:11–16:59)
• Discussions ongoing with OpenAI; idea originated with Sam Altman as early as 2020.
• OpenAI’s proposal: donate equity to launch a fund that would invest returns for citizens. (17:32–17:44)
• Trump: “It would be a beautiful thing and it would make them very rich.” (16:59)

[17:55] OpenAI Super App Ambitions

• OpenAI is planning a “super app” evolution for ChatGPT, integrating coding tools and AI agents that can perform tasks (not just chat answers). (18:08)
• Growing prominence for Codex (AI coding tool): user base jumped 6x after February’s desktop app launch (now 5M weekly users). (19:44)
• “Chat is dead,” says a senior OpenAI employee—the company sees AI agents, not Q&A, as the future. (18:41)
• Super app will roll out in coming weeks, pushing users to coding/image gen/tools (19:15–19:24)
• Host: “Now [OpenAI and Anthropic] are converging because both are trying to aim for an IPO, and investors care more about money than dreams.” – Jenny Zhao, Leonis Capital (20:09)

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Notable Timestamps

• WWDC rundown begins: [01:47]
• macOS & design updates: [02:29]
• Apple Intelligence intro: [04:09]
• Siri AI demos: [06:05–07:37]
• Availability caveats: [09:36–10:10]
• Device requirements: [11:29]
• Host critical takes: [12:01–12:29]
• Google–SpaceX deal: [14:20]
• Trump AI equity proposal: [15:55]
• OpenAI super app: [17:55]

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Memorable Moments & Quotes

• "Did anything I just described give you a gee whiz moment?" (11:55)
• "After a two year delay, I think Apple just announced the AI features that have been table stakes on a lot of Android phones for at least three years now." (12:06)
• “Chat is dead,” said one senior OpenAI employee. (18:41)
• Trump: “We’re talking about it where the American people can benefit from the success of AI…it would be a beautiful thing and it would make them very rich.” (16:55–16:59)

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Host Tone & Overall Takeaway

• Informed but skeptical; the hosts appreciate Apple’s improvements but question the degree of innovation.
• Key verdict: While Apple is catching up with AI parity (by partnering with Google), the keynote lacked breakthrough moments.
• Meanwhile, colossal investments and unusual government/private AI partnerships are remaking the tech landscape—and OpenAI is chasing its own vision of an AI-driven “super app.”

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Summary useful for tech enthusiasts, investors, and Apple watchers alike who want a brisk, grounded take on a pivotal WWDC and broader industry shifts.

Transcript

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[Tech News Host]

The WWDC keynote was today and I promised you all the headlines, but you're gonna have to help me figure out

[Tech News Co-Host]

what the headlines even were.

[Tech News Host]

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[Tech News Co-Host]

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[Tech News Host]

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[Tech News Host]

so the WWDC keynote just finished

[Tech News Co-Host]

and as per usual, I'm going to

[Tech News Host]

run it down in roughly chronological order

[Tech News Co-Host]

so you don't have to watch the video yourself. Tim Cook kicked things off without very

[Tech News Host]

much fanfare, given that this is his

[Tech News Co-Host]

last WWDC as CEO.

[Tech News Host]

Then he handed the baton to Craig Federighi, who framed this year's WWDC around

[Tech News Co-Host]

three things making the software faster and

[Tech News Host]

smoother, a pile of new safety tools

[Tech News Co-Host]

for kids and families, and the one everybody actually tuned in for. A so called big leap forward for Apple Intelligence, including a brand new Siri. We'll get to that, but let me get some of the smaller stuff off the table first.

[Tech News Host]

The annual macOS naming bit returned and

[Tech News Co-Host]

we'll cut through that. It's called macOS Golden Gate. On the design front, they're quietly walking back some of last year's Liquid Glass stuff. There's now a slider in Settings to dial Liquid Glass back anywhere from ultra clear to fully tinted. And in terms of speed, Apple's throwing out the usual percentages. Apps launch up to 30% faster. The new Photos app loads up to 70% faster, drops up to 80% faster between various devices.

[Tech News Host]

The genuinely nice one is that they

[Tech News Co-Host]

reworked the CPU scheduler and pushed it all the way back to the iPhone 11. So older phones should feel faster, snappier. And yes, I forgot to confirm that this is iOS27, but you knew that, and it's supporting the same phones that iOS 26 did.

[Tech News Host]

They also rebuilt the search index behind

[Tech News Co-Host]

Spotlight, Photos and Mail.

[Tech News Host]

So the thing you're looking for in

[Tech News Co-Host]

theory, actually shows up when you search search for it. At least that's what they promise.

[Tech News Host]

On the trust and safety side, which

[Tech News Co-Host]

they made an unusually big deal of this year, more so than even they

[Tech News Host]

normally do, Apple's leaning hard into parental controls.

[Tech News Co-Host]

Child accounts now come with age based protections. A new ask to browse feature so kids can have to get their parents permission before visiting new websites, not just new apps.

[Tech News Host]

There's also content filtering that now blocks

[Tech News Co-Host]

gore and violence and a redesigned screen time with time built on pediatric medical guidance.

[Tech News Host]

And running underneath all of it, as

[Tech News Co-Host]

always, is the privacy drumbeat. Okay, then, the main event, Apple Intelligence. And the headline here is that as rumored, Apple is getting into bed with Google. The next generation of Apple foundation models. The actual brains behind this new flavor of Apple intelligence were built on what Apple is calling a deep collaboration with Google, using the technology behind Google's Gemini models.

[Tech News Host]

Now, they're quick to add that these

[Tech News Co-Host]

models, again, privacy, run on Apple's own hardware, on device and on their private cloud compute servers. So they're framing them as Apple's models just built on a Gemini foundation.

[Tech News Host]

So basically, two years later, after Apple Intelligence largely landed with a thud, Apple

[Tech News Co-Host]

went and got help from Google to deliver this. So what is this? What does the new architecture actually do?

[Tech News Host]

Apple built a server model and an on device model, plus a second beefier

[Tech News Co-Host]

on device model for their most powerful Apple silicon. And that one handles speech, more accurate dictation, and the expressive new voices.

[Tech News Host]

There's a new system orchestrator, coordinating everything between the models with the capabilities, coming

[Tech News Co-Host]

down to four things.

[Tech News Host]

Personal context, understanding, where it digs into

[Tech News Co-Host]

your stuff using Spotlight's semantic index, World knowledge, where it can go out to the web for current information.

[Tech News Host]

App actions, where it reaches into your

[Tech News Co-Host]

apps and actually does things inside of them, and on screen awareness, where it knows what you're looking at on your screen. All of it, Apple insists again runs

[Tech News Host]

on device or on that private cloud compute.

[Tech News Co-Host]

So your data isn't stored and it isn't accessible, not even to Apple.

[Tech News Host]

Which brings us to how Siri fits

[Tech News Co-Host]

into all of this. They branded Siri the new Siri Siri AI. In one demo, they asked when, say, the Suki Waterhouse show is in San Francisco, and Siri pulled it from current web knowledge.

[Tech News Host]

Then they said, remind me to sign up when the lottery opens.

[Tech News Co-Host]

And it just did it by, I guess, creating a calendar appointment or a reminder or something.

[Tech News Host]

In another demo, they showed on screen awareness. There's a photo on the screen and

[Tech News Co-Host]

they ask, where is this? And Ciri identifies the beach where this is. And then they ask, where's Jeff's new place? And Siri digs the address to Jeff's new place out of a text message that the user apparently never saved, but still routed them there with a stop along the way. So finally, we have now the promise of pulling personal context out of your messages and stuff on your phone and acting on it. The exact thing that got delayed last year. There was a photos demo too.

[Tech News Host]

Show me photos from Shasta last weekend.

[Tech News Co-Host]

Add just the ones with Bryce, Madison and Quinn to our shared album, and Siri does it without ever opening the photos app. And now Siri is more conversational, more back and forth, kind of like, you know, an AI chat app should be.

[Tech News Host]

Another demo had someone planning a World cup watch party. They asked for the schedule for the

[Tech News Co-Host]

World cup, and then they go deeper and ask for iconic dishes from, say, Brazil and Morocco. Siri comes back with answers and images. Then they say, what was that dessert Maria mentioned recently? Siri finds it buried in a message and pulls the whole thing together into a custom menu and fires it off to the group chat on the Mac. Siri's now baked right into Spotlight so you can ask it questions, have it compare a stack of differently formatted files, say, spit out a clean table, even draft an email to a contractor from scratch. And it carries over to iPad, Apple Watch, and Vision Pro, where you literally just look at the Siri Orb and start talking to it. No, hey, Siri required.

[Tech News Host]

There's also a dedicated Siri app now,

[Tech News Co-Host]

with your conversational history synced privately across all your devices, so you can start on your phone and finish on your Mac and do stuff on your watch.

[Tech News Host]

That stuff with the Mac was actually

[Tech News Co-Host]

the part that was the most interesting to me. The ability to AI style query about files on my computer and take actions on that. That's sort of what I love using the various AI models for when they allow you to plug stuff in.

[Tech News Host]

The new Siri voices are more expressive. Apple says you can tune Siri's expressiveness

[Tech News Co-Host]

and pace to your liking. Dictation gets what they are claiming is a real accuracy bump and all of it extends to CarPlay and AirPods.

[Tech News Host]

Maybe the most impressive thing on your

[Tech News Co-Host]

phone was the visual intelligence, which again

[Tech News Host]

is Siri using your camera and your

[Tech News Co-Host]

screen so it's seeing what you're doing and tells you what you see or what it sees you see.

[Tech News Host]

On the iPhone, there's a new Siri mode right in the camera app.

[Tech News Co-Host]

So you tap the shutter and Siri sees what you see. Point it at a plate of food, get nutrition info, point it at a restaurant bill, tap what you ordered and split the bill with Apple Cash on

[Tech News Host]

the Mac, it's a keyboard shortcut on

[Tech News Co-Host]

Vision Pro you just again look at Siri, they ask whether a backpack works as carry on for a flight to Iceland and whether their hiking boots will fit inside it. And Siri answers using both world knowledge and personal context.

[Tech News Host]

And the writing tools are now everywhere you type.

[Tech News Co-Host]

Siri can draft from a description, mimic how you normally talk to a specific person, give you feedback on what you wrote, and there's automatic proofreading system wide even in third party apps.

[Tech News Host]

Now everything I just described when is it shipping Developers can play around with

[Tech News Co-Host]

all this today, but for the rest

[Tech News Host]

of us, Siri AI launches in beta

[Tech News Co-Host]

later this year, so even after all

[Tech News Host]

of this time we still don't have

[Tech News Co-Host]

a firm launch date for all of us. It's also English only to start and Siri AI will not be available in the EU at launch on iPhone and iPad. Apple says it's still working on a privacy and security path under gdpr. And in China, the new Apple Intelligence features are on hold while they clear whatever hurdles they have to jump over there.

[Tech News Host]

So a meaningful chunk of Apple's user

[Tech News Co-Host]

base is not getting any of this on day one.

[Tech News Host]

Beyond Siri, Apple Intelligence is now threaded through all the apps.

[Tech News Co-Host]

Safari can auto organize your tabs into topics and monitor a page for changes so you don't have to manually refresh passwords can agentically go log in to your accounts and swap weekly passwords out for strong ones.

[Tech News Host]

Messages, mail and calendar all get smart

[Tech News Co-Host]

suggestions and natural language event creation.

[Tech News Host]

The phone app surfaces your confirmation codes

[Tech News Co-Host]

if, say you're calling an airline.

[Tech News Host]

Shortcuts now lets you build an automation

[Tech News Co-Host]

by just describing what you want in plain English.

[Tech News Host]

Image Playground got rebuilt with new models

[Tech News Co-Host]

that can do photorealistic images, and the one photos feature that genuinely impressed me a little bit was spatial reframing, which

[Tech News Host]

basically lets you reposition the camera after the fact from a different pov like

[Tech News Co-Host]

you're shifting your vantage point in a shot that you already took with Generative AI and it works on basically any photo in your library, even old ones.

[Tech News Host]

Tim Cook closed everything out again, not

[Tech News Co-Host]

with any great fanfare of overly intense farewell to the troop style messages. One thing that I did miss either live or it just petered out. Now Apple says its most powerful on device AI model. The most powerful one again used on Device requires an iPhone 17 Pro, iPhone

[Tech News Host]

Air, iPad with M4 or later, a Mac with M3 or later. All of those will need more than

[Tech News Co-Host]

12 gigabytes of RAM.

[Tech News Host]

So again, the most powerful model will

[Tech News Co-Host]

still not work apparently on my $6,000 m1mac studio let me end by asking you this. What did I just tell you they announced? What were the big takeaways? Can you even think of one? Did anything I just described give you

[Tech News Host]

a gee whiz moment?

[Tech News Co-Host]

I can't think of one. And unless I'm very wrong about this,

[Tech News Host]

after a two year delay, I think Apple just announced the AI features that

[Tech News Co-Host]

have been table stakes on a lot of Android phones for at least three years now.

[Tech News Host]

Seriously, even if they didn't talk about

[Tech News Co-Host]

AI all the time in this, just on a pure feature by feature level, this is what's new this year in

[Tech News Host]

iOS kind of thing. It was like a boring keynote.

[Tech News Co-Host]

I'll wait to read all of the analyses and hot takes tomorrow, but if

[Tech News Host]

anyone has a more generous take than

[Tech News Co-Host]

what I just gave on today, I'd be very surprised.

[Tech News Host]

AI is uncharted territory and many leaders are trying to navigate through without a

[Tech News Co-Host]

guide to help them. That's why Morning Brew created the Intelligence

[Tech News Host]

Shift, a new podcast with PwC. It's all about how AI is fundamentally changing different industries.

[Tech News Co-Host]

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[Tech News Host]

Together, they discuss real stories, real strategies, and real takeaways for leaders.

[Tech News Co-Host]

Get guidance from industry experts. Listen to the Intelligence Shift wherever you get your podcast.

[Tech News Host]

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[Tech News Host]

Some other news Everybody is currently, it seems, buying Compute

[Tech News Co-Host]

from Elon Quoting Bloomberg Alphabet's Google has

[Tech News Host]

agreed to pay Elon Musk's SpaceX $920 million a month for computing power as

[Tech News Co-Host]

part of a cloud services deal that runs through mid-2029, its second such agreement with an AI competitor in a matter of weeks. Google will pay SpaceX the monthly fee from October this year through June of 2029, SpaceX said in the.

[Tech News Host]

That amounts to about $30 billion through the time of the agreement. If SpaceX fails to deliver access to Nvidia chips as part of the deal by September 30, Google has the right to terminate the contract with a one

[Tech News Co-Host]

month grace period, the filing shows. A Google Cloud spokesperson said the deal

[Tech News Host]

would help the company meet demand for its AI services.

[Tech News Co-Host]

In its most recent earnings report, Alphabet

[Tech News Host]

said Google Cloud's backlog, the measure of

[Tech News Co-Host]

contracted work that hasn't been recorded as

[Tech News Host]

revenue yet, nearly doubled from the prior

[Tech News Co-Host]

quarter to More than a $460 billion

[Tech News Host]

this is a short term, timely agreement to ensure we have bridge capacity to meet surging customer demand for our agent

[Tech News Co-Host]

platform Gemini Enterprise, which has been higher than even we expected, the Google spokesperson said in a statement.

[Tech News Host]

SpaceX previously signed a similar agreement with Anthropic.

[Tech News Co-Host]

The Musk led company through its XAI

[Tech News Host]

subsidiary, has been looking to shore up revenue and transform its AI business into a compute infrastructure provider, the key business the company has been touting as part

[Tech News Co-Host]

of its initial public offering.

[Tech News Host]

President Trump said over the weekend that he is weighing proposals for the US Government to take and hold equity stakes

[Tech News Co-Host]

in the leading AI labs and will soon discuss this idea with their various executives. Quoting Bloomberg President Donald Trump expressed interest

[Tech News Host]

in the US Government holding equity stakes in the leading artificial intelligence developers, saying that he planned to discuss the idea of a partnership with AI company executives

[Tech News Co-Host]

as soon as next week.

[Tech News Host]

There are concepts where pieces could be given to the American public, where the American public essentially becomes a partner with the companies, trump said Friday when asked

[Tech News Co-Host]

about the idea by reporters aboard Air Force One.

[Tech News Host]

There's something very interesting about it where it almost becomes a partnership with the American public and we'll look into that. Trump said he had already spoken to the companies about the idea, though he

[Tech News Co-Host]

offered no specifics on those conversations.

[Tech News Host]

In his remarks, he addressed news reports that the administration would put the stock into a government run wealth fund that would redistribute some of the financial windfall

[Tech News Co-Host]

to the public and signaled his openness to that idea.

[Tech News Host]

We're talking about it where the American people can benefit from the success of AI, he said.

[Tech News Co-Host]

It would be a beautiful thing and it would make them very rich.

[Tech News Host]

Yeah, specifically they're talking to OpenAI about doing this and apparently that was all

[Tech News Co-Host]

originally Sam Altman's idea, Quoting cnbc the

[Tech News Host]

discussions have been in progress for more than a year as Altman first shared the idea with the Trump administration in 2020, according to a source familiar with

[Tech News Co-Host]

the matter, who asked not to be named because the details are confidential.

[Tech News Host]

As part of the potential agreement, OpenAI could donate equity to the US government

[Tech News Co-Host]

to seed something like the Public Wealth

[Tech News Host]

Fund that the company outlined in its April policy proposal, the person said.

[Tech News Co-Host]

OpenAI said the fund could invest in

[Tech News Host]

diversified long term assets and would enable citizens to participate in the upside of AI growth, possibly by receiving the fund's

[Tech News Co-Host]

returns directly, according to the proposal. End quote.

[Tech News Host]

And finally today we might have another

[Tech News Co-Host]

big demo day coming soon from OpenAI as they seem to be considering going down the whole super app route. Quoting the ft, the company intends to

[Tech News Host]

transform its Chatbot into a super app that combines coding tools and AI agents,

[Tech News Co-Host]

adding products that executives believe will generate more revenue. The changes are part of a broader reorganization at OpenAI as the San Francisco

[Tech News Host]

based company shifts resources into trying to win lucrative business customers and compete more

[Tech News Co-Host]

fiercely with rival Anthropic, according to more than a dozen current and former employees.

[Tech News Host]

The changes, which will give greater prominence and resources to OpenAI's coding product Codex,

[Tech News Co-Host]

reflect a growing conviction within the company

[Tech News Host]

that the future of AI lies not in chatbots that answer questions, but in

[Tech News Co-Host]

agents that perform tasks for users. Chat is dead, said one senior OpenAI employee. OpenAI executives increasingly view ChatGPT, which has

[Tech News Host]

attracted nearly 1 billion users since its launch, as a gateway to introduce users to higher value products.

[Tech News Co-Host]

The majority of consumers use the Chatbot for free.

[Tech News Host]

The company is embarking on the changes amid a belief that the advent of agents, which can perform multiple tasks for

[Tech News Co-Host]

users from booking travel to organizing calendars, will be a more valuable product than the Chatbot at the same time, products such as Codex are able to write code and create software based on simple instructions from users.

[Tech News Host]

The overhaul, which is set to begin rolling out in coming weeks, will initially appear as changes to ChatGPT's website and mobile apps apps, encouraging customers towards coding,

[Tech News Co-Host]

image generation and apps from external partners.

[Tech News Host]

The majority of Codex users pay for the service, according to people familiar with the matter.

[Tech News Co-Host]

While the 2 million businesses that use OpenAI's products account for roughly 40% of its revenue, the company anticipates this will rise to 50% by the end of the year. OpenAI's Codex product has increased its user

[Tech News Host]

base sixfold, to more than 5 million

[Tech News Co-Host]

weekly active users since the launch of a desktop application in February. Its launch has intensified competition with Anthropic,

[Tech News Host]

who's Claude code product has emerged as

[Tech News Co-Host]

one of the startup's fastest growing businesses. Approximately a year ago, OpenAI strategy was

[Tech News Host]

swing for the fences.

[Tech News Co-Host]

Where Anthropic strategy is make money first, said Jenny Zhao, partner at Leonis Capital and former researcher at OpenAI.

[Tech News Host]

Now the two are converging because both of them are trying to aim for

[Tech News Co-Host]

an ipo, and investors care more about money than dreams. End quote. Getting this out as soon as possible. Talk to you tomorrow.

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