Broadcom’s Chips vs. Siri’s Quips

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Happy Monday, December 16! 

If the weekend left you with little rest, don’t sweat it — just one more week until Christmas break! 🎄 

We’ve got news to kickstart your week — whether it’s good, bad, or just plain wild, it’s always better when shared. Pass it on! (copy URL here)

In today's email

• OpenAI Fires Back at Musk

• Early Cancer Detection

• Tragedy Strikes

• Game-Changing Compact AI

• Telegram’s AI Cleanup

• Say Goodbye to ChatGPT Chaos

• The $4 Trillion Dream Team

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Quick News 

OpenAI Fires Back at Musk with Evidence: OpenAI has shared a detailed timeline and private correspondence revealing Elon Musk supported the idea of transitioning to a for-profit model as early as 2017. This public disclosure counters Musk’s recent legal efforts to block OpenAI from going fully for-profit. The blog post includes screenshots of emails and texts, adding drama to the ongoing feud.

Early Cancer Detection: Researchers at the University of Edinburgh have developed a laser and AI-powered blood test to detect breast cancer at its earliest stage (stage 1a). The non-invasive method achieved 98% accuracy in identifying early-stage cancer and over 90% accuracy in distinguishing subtypes, paving the way for personalized treatments.

Tragedy Strikes: Former OpenAI researcher Suchir Balaji, 26, was tragically found dead in his San Francisco home, with the medical examiner ruling it a suicide. Balaji recently turned whistleblower, alleging that OpenAI violated copyright laws during ChatGPT’s development — a claim that sparked heated debates in the AI community.

Game-Changing Compact AI: Microsoft has launched Phi-4, a lean 14B-parameter model that outshines larger AI systems like GPT-4o in math and reasoning tasks. Trained on synthetic data and boasting a 4,000-token input capacity, Phi-4 delivers precision and efficiency, challenging the idea that bigger always means better.

Telegram’s AI Cleanup: Telegram has leveraged AI to remove 15 million suspect groups and channels in 2024, enhancing user safety and content moderation. This initiative addresses previous criticisms regarding the platform's handling of illegal and extremist content.

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12 Days of OpenAI 
Say Goodbye to ChatGPT Chaos!

OpenAI just made staying organized with ChatGPT a breeze. On Day 7 of “12 Days of OpenAI,” it unveiled Projects, a long-awaited feature that lets users manage conversations, files, and instructions all in one place. Think of it as color-coded, AI-enhanced folders for all your brainstorming, planning, and problem-solving needs.

Key Highlights:

• Group related chats, files, and custom settings into organized Projects with a sleek, drag-and-drop interface.

• Add context with uploaded files—think PDFs, spreadsheets, and logs — and ChatGPT will use them to deliver smarter responses.

• Integrates with web search and Canvas mode, making it easy to research, edit, and create polished deliverables.

• Available for Plus, Pro, and Team users now, with free users and enterprise access rolling out soon.

So, what’s the big deal? Imagine ChatGPT finally learning to clean its room — and doing it with color-coded flair. Projects isn’t just a neat little feature; it’s a game-changer for anyone tired of re-explaining the same task or scrolling endlessly to find last month’s genius idea. Now, your AI assistant doesn’t just respond — it remembers, organizes, and streamlines your workflow.

From marketing campaigns to appliance troubleshooting (yes, it can even remind you when to replace your fridge filter), Projects takes the chaos out of ChatGPT and replaces it with a system that’s as smart as the AI itself. 

For businesses, this means less time juggling files and more time focusing on the big picture. 

And for everyone else? Fewer facepalms, more productivity.

Ready to boost your ChatGPT game? Here’s how to use Projects for streamlined productivity:

1. Create & Customize: Click the + Projects button, name it, pick a color, and set tailored instructions for each task.

2. Add Files: Upload relevant documents like PDFs or spreadsheets for smarter, context-aware responses.

3. Organize Chats: Drag chats into your Project or start new ones to keep everything in one place.

4. Leverage Tools: Use features like Canvas mode for drafting or web search for real-time info.

5. Search Smarter: Quickly locate chats or files within your Project.

Did you know that Claude already had its own version of Projects? While it offers cool extras like a dedicated artifacts panel and team activity feeds, ChatGPT’s Projects takes things further with color-coded folders, drag-and-drop simplicity, and seamless integration with tools like Canvas mode. 

Personal thought: staying organized has never been this effortless — or, dare I say, fun. It's a productivity showdown, and ChatGPT’s versatility truly shines!

Investing
The $4 Trillion Dream Team

The AI gold rush continues, and two giants are stealing the show: Broadcom and Apple. One is minting billions on AI chips, while the other is turning heads with AI-powered upgrades that might just make Siri finally useful.

The AI Chip Boomtown

Broadcom is flexing its silicon muscles, predicting a massive $60 billion to $90 billion AI chip market opportunity by 2027 — nearly eight times its AI revenue today. Its chips are already powering AI workloads for Google, Meta, and ByteDance, putting it in a prime position to dominate the data center market. As AI usage balloons, from training massive language models to powering real-time recommendations, Broadcom’s custom ASICs (Application-Specific Integrated Circuits) are becoming indispensable.

Here’s the kicker: Broadcom’s Q4 earnings report showed a jaw-dropping 220% increase in AI chip revenue, helping its stock climb a cool 24%. Investors are loving it, pushing Broadcom’s valuation into the stratosphere, brushing against that elusive $1 trillion mark.

But there’s a plot twist: whispers of Apple designing its own chips could pose a serious threat. If Apple pulls off this pivot, Broadcom could lose one of its crown jewel customers, as the tech titan currently accounts for 20% of its revenue.

AI Drives a Record High

Over in Cupertino, Apple’s stock hit a record high, riding the wave of investor enthusiasm for its AI ambitions. Analysts are betting that Apple’s AI upgrades, including rumored Siri improvements powered by OpenAI’s ChatGPT technology and custom emoji-generation features, will keep it at the forefront of the consumer AI revolution.

While Apple’s $4 trillion market cap target seems audacious, its stock has already surged nearly 30% this year, fueled by bullish reports like Wedbush's prediction that AI will be the company’s "growth engine for the next decade." Siri might soon stop being the butt of AI jokes, but Apple’s bigger play could lie in expanding its AI ecosystem — think smarter hardware integration, better personal assistants, and seamless AI-driven user experiences.

The Big Picture

Broadcom’s success highlights the booming demand for custom AI hardware. Companies relying on generative AI tools should be aware of the supply chain dynamics and pricing pressures that come with a chip-dependent future. Meanwhile, 

Apple’s AI advancements suggest a growing shift toward consumer-friendly applications that could spill over into enterprise tools, from smarter personal assistants to AI-powered collaboration software.

Broadcom and Apple may seem like unlikely rivals in this AI drama, but their intertwined futures show how critical innovation (and a little competition) is in keeping the AI momentum alive. 

B2B leaders should take note: whether you’re building data centers or deploying AI in the workplace, the battle for AI dominance will shape the tools, chips, and platforms you rely on for years to come.

Let's Chat About AI

This is all for today!

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AI is more than just a buzzword. It’s a shift in how we live and work. And understanding it a bit better means you can make smarter choices about the tech you use every day.

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