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Claude has become more than just a rival to OpenAI: he is its new existential threat

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Several software stocks are falling just since Claude Cowork It’s going viral. Those collected by iShares Expanded Tech Software ETFwhich has a cumulative drop of 6.4% in the last five days. It has also been a few days since OpenAI announced that it is going to introduce ads on ChatGPT. Why important. It’s not just that Claude Cowork is cool and works well. The thing is that OpenAI’s business model is beginning to show cracks while Anthropic gains ground where it matters: in companies that really pay. In figures. Claude dominates 54% of the AI ​​programming market. In business environments controls 42%more than double that of OpenAI. This last piece of information is from six months ago, presumably now it has gotten worse. Cowork has only made accelerate the trend. 20% of Anthropic’s revenue comes from Claude Code alone. Meanwhile, ChatGPT quota has gone from 87% to 64% in a year. In Xataka People are holding funerals for retired AI models for a reason: they are not a "tool" but a support The background. According to historical data since 2001 that collect Sherwood Newswhen the software ETF falls at least 5% in a month, the S&P 500 usually also falls between 5% and 6%, but this time it has not been like that: it has risen 1%. The overall market going up while software goes down has only happened 28 times in over twenty years. And three of them have been this week. Between the lines. Doug O’Laughlin of SemiAnalysis explains it this way in Sherwood News: “Claude Code is the ChatGPT moment repeated. You have to try it to understand it.” His argument is devastating for traditional software. Workflows, interfaces, integrations are going to stop mattering. The only valuable thing will be access to the data via API. Everything else is generated instantly. Yes, but. OpenAI urgently needs money to build its data centers. And it does not have an ecosystem of services like Google or Meta to finance itself. Hence the newly announced announcements for ChatGPT, which will arrive “in the coming weeks” as announced on Friday. Clearly it is a way to better monetize the hundreds of millions of free users, and with that cash flow sustain their growth and spending. On the other hand, Claude Code is powerful, but not perfect: as Kelsey Piper said99% of the time using Claude Code is like having a magical, tireless genie, but 1% of the time it’s like yelling at a pet for peeing on the couch. He keeps making mistakes, sometimes gets stuck on complex tasks. {“videoId”:”x9u4ml2″,”autoplay”:false,”title”:”Does Gemini 3 surpass ChatGPT? This is Google’s new AI”, “tag”:”Webedia-prod”, “duration”:”156″} And now what. For software companies, O’Laughlin’s message is devastating: get out of “information work” as soon as possible. If your differentiation is doing things faster or with better design, you’re done. The only thing that will matter is who has the data and who controls access via API. As summarized Axios in his analysis of the weekit’s unclear who wins the AI ​​race. But the pace is accelerating with no signs of slowing down. And what is increasingly clear is who is losing it. In Xataka | The AI ​​of 2026 brings an uncomfortable truth: the most useful will be the one that watches us the most Featured image | Anthropic (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news Claude has become more than just a rival to OpenAI: he is its new existential threat was originally published in Xataka by Javier Lacort .

OpenAI will start placing ads on ChatGPT. We already know who this first test will reach

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For years, ChatGPT It has functioned as one of the most accessible gateways to artificial intelligence, an assistant that many people use daily without a subscription. That model, which helped popularize generative AI at a speed that is difficult to match from the end of 2022is now beginning to show its limits. Maintaining that promise of mass access has an increasing cost, and OpenAI has decided to explore an avenue that had been on the table for some time: will start testing ads in the chatbota movement that puts back on the table how the AI ​​we use every day is financed. ChatGPT is about to change. OpenAI says that ads will only be shown on the free and Go plans, while users of ProBusiness and Enterprise will be left out. The decision introduces a clear separation between plans aimed at the general public and those designed for professional or business use. As we can see, in this pilot, advertising is associated with the cheapest access levels, while higher subscriptions maintain an ad-free experience. This is what ChatGPT ads will look like Where the advertising will appear. There are also details on how advertising will be integrated into the user experience. In this first phase, ads will appear at the end of ChatGPT responses when there is a sponsored product or service related to the ongoing conversation, always separated from organic content and, as the company promises, clearly labeled. Therefore, we should be able to know why we are seeing that specific ad and we will have the option to hide it. What about conversations. Along with the announcement of this test, OpenAI wanted to establish in writing the principles that, according to the company, will guide its advertising approach. It insists that ads will not influence ChatGPT responses, which will continue to be optimized based on what is most useful to the user, and emphasizes that conversations will not be shared or sold to advertisers. It also promises control: we can disable personalization and delete data used for ads. For adult users only. Not all users or all conversations are included in this test. The firm points out that the ads will only be shown to adults who are logged in, and that both accounts in which the user indicates, or the system estimates, that he or she is under 18 years of age, as well as content linked to sensitive areas, will be excluded. Health, mental health and politics are among the topics prohibited from appearing in advertisements. Someone has to pay for AI. Generative AI has become an extremely expensive technology to operate, while, as is often the case with services with a massive free plan, converting those users into subscribers is not easy, even with cheaper paid plans. OpenAI earns revenue from subscriptions and its API for developers, and in that context testing ads fits as one of the ways the company puts on the table to expand revenue without closing access. The financial hole. The economic context is best understood by looking at the numbers published at the end of 2025. According to financial documents seen by The Wall Street JournalOpenAI assumes that it will continue to accumulate very high losses for several years before achieving significant profits towards the end of the decade. The projection for 2028 is even more demanding, with operating losses that would reach $74 billion, driven mainly by the cost of computing. The competition is getting fiercerz. Added to this financial pressure is a competitive context much more demanding than that of ChatGPT’s first months. OpenAI’s initial leadership is no longer as undisputed as in 2022 and 2023, with rivals such as Google with Gemini and Anthropic with Claude reinforcing its offer and gaining presence. Staying ahead requires constant investment, not only in research, but also in infrastructure and operational capacity. The announcement does not close the debate, it opens it. OpenAI insists that this is a limited test with no long-term commitments, but the simple fact of introducing advertising sets a precedent. It remains to be seen if this model is limited to the United States or if it ends up spreading to other markets, and how users react to this change. Ultimately, the question is broader and affects the entire industry: who pays the real cost of artificial intelligence that aspires to be in the hands of everyone. Images | OpenAI In Xataka | If we ask Spaniards how they feel about AI, the answer is simple: more productive

OpenAI, Google and Anthropic fight among themselves. Samsung fights everyone else elsewhere

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Samsung has presented at the CES 2026 its “AI philosophy,” a grandiloquent concept that sums up its strategy: using its 430 million SmartThings users as moat (or ‘defensive moat’) against the invasion of AI in homes. Why is it important. OpenAI, Google and company remain focused on announcing the most powerful model. There is little to do against them on that side if you haven’t been doing it for years, so Samsung is playing something else that is not about winning the algorithm war, but about controlling where those algorithms live. SmartThings is not just an app. It is a platform Matter compatible that connects hundreds of millions of devices already in homes around the world. That means Samsung can add AI to products people already use, without asking them to buy anything new or change their habits. Others have to convince you to put a smart speaker in the kitchen. Samsung already has your refrigerator, your television, your washing machine and your vacuum cleaner. And everyone talks to each other. Between the lines. Samsung’s “AI philosophy” seems, above all, a response to Amazon with its Alexa+. Both proposals have things in common: they understand that if AI models tend to commoditize (to be technically equal until they are not easily distinguishable), the value is in who has the speaker in your kitchen, the TV in your living room and the refrigerator that knows what you eat. Samsung has been building that ecosystem for years and now it is activating it for something else. Implementation makes the difference: Family Hubwith AI and Gemini vision, recognizes what you put in and out of the refrigerator, suggests recipes and connects with other appliances. It’s real tracking so that when you ask yourself “what can I make for snack-dinner?”, the system suggests recipes based on what you have, not on an inventory you made by hand three weeks ago. Vision AI Companion It recognizes what you’re watching on TV and suggests recipes if food appears on the screen. Then send that recipe to the Family Hub in your refrigerator, which checks what ingredients you have and tells you what you’re missing. If you decide to cook it, send the instructions to the oven so that it is preheated to the exact temperature. AI Soccer Mode Pro Automatically adjusts image and sound when it detects that you are watching football. You can turn up the audience volume, turn down the commentators, or balance both. It’s AI applied to something as specific as “I want to enhance the field atmosphere” or “I want to prioritize the narrator’s voice.” It is perhaps not as attractive an approach as the war of chatbots that are increasingly capable of more, but maybe (just maybe) it will end up being more profitable. And something else: SmartThings as a Matter-compatible standard. That expands the potential ecosystem far beyond Samsung’s own products. Yes, but. There are two weak points in that strategy: Samsung depends on third-party models. Gemini is your main partner, also for the home, for the smart component. If the models run out commoditizingwe will have to compete on price. And in the price war there always appears a Chinese manufacturer willing to go lower. privacy. An ecosystem that knows what you eat, what you see, when you sleep or how you move is also an ecosystem that can monetize that data. The last threat It’s called Dreame. and there is a red flag On that second point: Samsung has announced an agreement with the insurer HSB to give discounts on home insurance in exchange for connecting home appliances to SmartThings. That is, saving some money in exchange for handing over your behavioral data. As what we already saw with health insurance and wearables. It’s a double-edged sword: if your behavior reduces your premium, it can also increase it. Or directly invalidate coverage. The bet. If it works, Apple will speed up with Home (previously HomeKit), Google will push with its Nest and Amazon will double down with Alexa+ and Ring. The battle is no longer for the best language model. It’s because more devices in more homes capturing more data. Samsung has been losing ground in mobile phones for years fruit of Apple’s clamp in premium and Chinese manufacturers in price. Also against LG in some appliances not to mention Chinese baking for the home. But in the sum of connected devices per home, it does not have so many rivals. That is its trump card: converting the fragmentation of its catalog into the advantage of its ecosystem. The question is whether consumers will give up control of their home in exchange for convenience. The answer determines whether Samsung ends up being the silent winner of the AI ​​era or simply the maker of gadgets that run other people’s intelligence. In Xataka | I would never have imagined answering a call from the washing machine. Until I tried the latest from Samsung Featured image | Screens even in washing machines and appliances that talk to each other: this is how Samsung imagines the future of the connected home

For OpenAI, 2026 will have a clear protagonist: voice

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In the last two months, OpenAI has unified several engineering, product and research teams with a single objective: to revolutionize its audio models. The startup is preparing a more natural voice model for this first quarter of 2026, capable of managing interruptions and speaking while you speak, according to a report from The Information. Why is it important. This movement not only seeks to improve ChatGPT, but also to place audio as the main interaction interface, moving screens to the background at least in certain use cases. This is what first-generation smart speakers tried, unsuccessfully, a decade ago. The bet is to build personal devices that work exclusively by voice, with a launch planned for mid-2027. The context. Silicon Valley has been heading in this direction for months: Meta added five microphones to his Ray-Ban Meta 2 to isolate voices in noisy environments. Google is testing audio search summaries. Tesla is going to integrate Grok in their cars to be able to control certain aspects conversationally. In detail. The initiative is led by Kundan Kumarformer researcher of Character.AI which arrived at OpenAI this summer. The new model seeks to sound indistinguishable from a human voice and maintain fluid conversations without the typical cuts of current assistants. Besides, the May 2025 purchase of io Products Inc.Jony Ive’s $6.5 billion startup, marks a turning point. Ive, former head of design at Apple, now leads creative responsibilities at OpenAI with a team of 55 people. Its philosophy, already publicly announced, seeks to reduce addiction to devices through interfaces that do not require constant visual attention. What is happening. OpenAI contemplates several formats: screenless speakers, smart glasses (a clearly booming segment) and a pen-shaped, voice-operated device. Foxconn will manufacture the first product, rumored to be a context-aware pen, in Vietnam. These devices are positioned as complements to laptops and mobile phones, not as substitutes, at least for now. Yes, but. Not all “screenless AI” bets have worked. The Humane AI Pin burned hundreds of millions and defrauded its buyers by offering a half-hearted product that would stop working after the company was sold to HP. Several pendants have been in a similar line for almost two years, without any to date having managed to go beyond being a curiosity. And now what. The schedule is quite tight: New audio model before spring 2026. First dedicated device for sale a year later. OpenAI will go from being a software provider to competing directly in consumer electronics. The question is whether they will achieve what Humane and others have failed to achieve: make people want to talk to their devices without being able to look at a screen. In Xataka | The new Ray-Bans from Meta will allow you to cross a line: seem present while you are completely absent Featured image | Xataka with Mockuuups Studio

why OpenAI is installing Boeing 747 engines in its data farms

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Just three years ago, Blake Scholl, CEO of aviation company Boom Supersonic, had a linear business plan: He would first build the supersonic plane of the future and, much later, retrofit its engines to generate power. However, a phone call changed the order of factors and revealed the desperation of the technology industry. On the other end of the line was Sam Altman. The OpenAI CEO’s message was a direct plea: “Please, please, please get us something.” Altman wasn’t looking for plane tickets; I was looking for electrical power. This anecdote, reported to the Financial Timessummarizes the state of emergency in the sector: artificial intelligence is advancing at breakneck speed, but it has hit the wall of physical infrastructure. While the AI evolves in monthspermits to connect to the electrical grid can take up to ten years in some regions. Faced with this paralysis, the industry has opted for “Plan B” which consists of bypassing the grid and manufacturing its own energy on site. The tall price of urgency. This strategic shift has profound consequences. The first is economic, the “delay” is expensive. According to BNP Paribas analystspower from a gas plant built for Meta in Ohio costs about $175 per megawatt hour, nearly double the average cost for an industrial customer. The second is environmental. Mark Dyson, from Rocky Mountain Institutewarns that the emissions of these plants are much worse than those of the general network, which combines efficient gas with renewables. Despite this, the urgency is such that the authorities are giving in. In Virginia, the world’s data center heartland, it is considering relaxing emissions rules to allow generators to run more frequently. Even polluting plants that were in retirement, like the Fisk plant in Chicagohave canceled their closure to feed the demand for AI. From the sky to the data center. The most surprising solution comes from aeronautical engineering through aeroderivative turbines. The ProEnergy Company are buying motor cores CF6-80C2 of the iconic Boeing 747 to rebuild them as ground power units. A single one of these turbines generates 48 megawatts, enough for a city of 40,000 homes. It is not an isolated case. GE Vernova already supplies this technology for the gigantic Stargate (OpenAI/Microsoft) data center in Texas. Blake Scholl himself confirmed that it will sell Crusoe turbines “practically identical” to those of his supersonic planes to finance his aeronautical project. The return of diesel. Beyond aviation turbines, the sector is rescuing the most reviled fuel: diesel. The manufacturer Cummins has already sold 39 gigawatts of energy to data centers, doubling their capacity this year. What was once emergency equipment for power outages is now in demand as a primary energy source. The situation has escalated to the US Government. Secretary of Energy, Chris Wright, suggested on Fox News an almost war economy measure: requisition the backup generators from data centers or large stores like Walmart to turn them over to the network when the general system falters. The ignored alternative: Is smoke necessary? Not everyone agrees that the return to the fossil is inevitable. A study by researchers at Stripe, Paces and Scale Microgrids maintains that the future is in “off-grid” solar microgrids. According to their calculations, a system with 44% solar energy is already as cheap as gas, and one with 90% renewables would surpass nuclear projects in profitability. The advantage is speed since these solar farms can be built in less than two years in desert areas from Texas or Arizona. Giants like Google have taken note, buying the electric company Intersect Power for 4.75 billion dollars to protect its clean supply and not depend on the network. However, the majority industry prefers diesel and known gas due to a matter of technical inertia, due to the prosaic fear that the cloud will go out if the sun does not shine. AI goes physical. The industry finds itself in a technical paradox. To power the most advanced software on the planet, big technology companies are resurrecting combustion engines and burning fossil fuels on a massive scale. Although these “bridge turbines” allow AI to continue growing today, experts cited by the Financial Times They warn that this fever could cool as the tech giants reduce their capital spending. For now, the cloud has had to come down to earth. The future of artificial intelligence, ironically, depends not only on brilliant code, but on who controls the underground and who manages to turn on enough “plugs” so that the greatest technological revolution of our era is not left in the dark. Image | freepik and Harpagornis Xataka | The exorbitant deployment of data centers for AI has a new problem: salt caverns

Amazon is preparing an investment of 10 billion in OpenAI because if you can’t beat your enemy, the best thing is to join him

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Leonidas, had six-pack or not, he died at Thermopylae, but what is curious for our history is exactly what happened afterwards. Xerxes’ Persians had devastated Attica, and faced with the threat that all of Greece would fall, the Spartans—who deeply distrusted the Athenians—agreed to join forces with them. War makes strange allies, they say, and this story is not even close to explaining what is happening with AI. Everyone is joining forces. Then I’ll tell you how it ended with the Spartans and the Athenians. what has happened. OpenAI is negotiating an alliance with Amazon according to which the latter would invest around $10 billion in OpenAI. In The Information They were the first to reveal that negotiation, now confirmed by sources close to the conversations that have been cited on CNBC. What do each other gain?. Thanks to this agreement, Amazon will sell OpenAI its Tranium chips and will also rent more computing capacity in its data centers so that OpenAI can further expand the execution of its AI models and services such as ChatGPT. What OpenAI gains is, once again, economic resources to continue growing. Or what is the same: money to burn on that bonfire that AI has become. A strange agreement. The alliance is surprising, especially considering that Amazon had already put its eggs in another basket. Specifically, Anthropic, OpenAI’s absolute rival in the AI ​​race. It is estimated that Amazon has invested a total of 8 billion dollars at Anthropic, but now there is another reality: that everyone invests in everyone. Anthropic, the best example. The truth is that in recent months we have seen more and more circular financing agreements. Microsoft, which had invested 13 billion dollars, announced last month that would invest $5 billion in Anthropic, and NVIDIA also signed up, doubling that amount: it will invest $10 billion in it. And already, Even Google has teamed up with Anthropic. Long live circular financing. But of course the main protagonist of these agreements is OpenAI, which has been receiving blank checks (or almost) from giants like NVIDIA —100,000 million-, with Broadcom or with amd. We are facing a gigantic house of cards which is in danger of collapsing. But while it doesn’t, players continue adding floors. Or what is the same, money. Win-Win? The agreement is certainly interesting for Amazon, which has been working on its own AI chips since 2015. Trainium are the latest expression of that effort, and the fact that OpenAI is going to use them to train its models—along with those of its competitors, for the record—is good support for that development. In fact, there was perhaps more interesting support recently for those chips: Apple’s. And of course, AWS. In reality, this agreement is a continuation of that (temporary?) love affair between Amazon and OpenAI. The latter, once its ties with Microsoft were released, began to look for new girlfriends in the field of infrastructure, and a little over a month ago announced an agreement with Amazon Web Services worth 38 billion dollars. This is about preservation. All these agreements between big technology companies are not about money, because these circular investments are nothing more than exchanges of kind that compensate each other. What they are about is being stronger and protecting themselves. And if they fall, yes, they will all fall together. Let’s go back to Greece. The alliance between Sparta and Greece crystallized in the naval battle of Salamis (also in 480 BC, shortly after Thermopylae), one of the most important in human history. Sparta reluctantly ceded naval command to Athens, but the strategy worked. That union of forces achieved a decisive victory that saved Greece from being conquered by Persia. Alliances that end as they end. After that battle and that of Plataea a year later, the alliance began to deteriorate and ended up breaking up. Athens and Sparta were enemies again. In fact, 50 years later (430 BC) both would face each other for more than a quarter of a century in the Peloponnesian War. It was totally logical, as it will be that all these alliances end as they should: with each company going about its own thing. Image | OpenAI In Xataka | NVIDIA and OpenAI have just made a masterstroke. One that strengthens them and weakens everyone else

We joke about porn at ChatGPT, but it’s the most lucid financial move OpenAI has had in a long time

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There are people so hooked on AI who needs professional help to get out of there. Others they fall in love with one and even they cheat on their partners. In the midst of the debate about the effects of AI on mental healthOpenAI took a radical turn: would allow erotic content on ChatGPT. Porn on ChatGPT is on the decline, and it may be the push OpenAI needs to start monetizing its invention. adult mode. They count in The Verge A few days ago the head of OpenAI applications confirmed the approximate date for the arrival of this new mode. The adult mode was expected to be ready for this month of December, but apparently they do not have the age prediction system ready yet, so it will arrive sometime in the first quarter of 2026. Rudder turn. The measure represents a turn in Altman’s speech, which in August of this year He was “proud of not making a sexbot to squeeze profits”, in which many of us saw a swipe at Elon Musk and his competitor Grok. His change of position provoked criticism from many users, to which responded saying that Open AI was not “the world’s moral police” and that “as AI becomes more important in people’s lives, giving them the freedom to use it as they wish is an important part of our mission.” Subscriptions. Only one word is needed to understand the change in position: money. If there is something that OpenAI needs as May water, it is money, a lot of money. The subscriptions They were proposed as the most logical way to monetize AI chatbots, but the reality is that of the 1.8 billion users that ChatGPT has, only 3% pay any of the subscriptions. OpenAI’s plan is that by 2030 the number of subscribers will increase by at least 8.5% and adult mode is part of that plan. A sector that moves millions. Grok is one of the AI ​​chatbots that has fewer restrictions regarding erotic content, but there are more apps like Character.Ai or Replika that also allow sexual content. They count in The Economist that the adult content AI market will bill $2.5 billion in 2025 and is expected to increase 27% annually until at least 2028. It is too juicy a business to be left out, even if that means going against what he said just a few months ago. Something more will be needed. Sam Altman himself recently said that OpenAI’s spending projections over the next eight years amount to $1.4 trillion (European trillions, add twelve zeros). Although the adult mode was a success and they managed to double their subscribers, There is still a long way to go to achieve the desired profitability. OpenAI has other open fronts such as the creation of the highly anticipated “AI iPhone” or robotics, but they are businesses that require a huge investment. The advertising It is emerging as another path to follow and, together with porn, they seem to be the two most realistic and effective ideas of all those that OpenAI has on the table. Image | Unsplash In Xataka | OpenAI has lost $11.5 billion in a single quarter. Sam Altman doesn’t like to be reminded

OpenAI knows that it needs to continue generating memes and virals. That’s why she’s willing to pay Disney a lot of money for her content.

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Disney and OpenAI have announced a three-year licensing agreement that will allow users to create short videos featuring more than 200 Disney, Marvel, Pixar and Star Wars characters through soraOpenAI’s AI video generation platform. The operation includes an investment of $1 billion by the Mickey Mouse company in the AI ​​startup. Change of sight. Disney has gone from sue AI platforms like Midjourney for unauthorized use of its characters to become OpenAI’s first major content licensing partner. The company also sent a cease and desist letter to Character.AI in September for the same reason. This change in strategy gives clues to Disney’s move, choosing to monetize and control the use of its intellectual property instead of trying to stop it completely. What users can do. Starting in early 2026, according to OpenAI, Sora users will be able to generate short videos for social networks with characters such as Mickey Mouse, Iron Man, Darth Vader, Elsa, Simba or Groot, as well as iconic costumes, accessories, vehicles and settings from these franchises. From ChatGPT, users will also be able to create static images of these same characters using text instructions. The agreement expressly excludes the faces and voices of real actors. The business model behind the agreement. OpenAI need viral content to maintain the attention of users, and in recent months it has made it clear to us that this route is its current main source of income to attract more users who want to go through the hoops of its subscription plans. Disney characters are precisely the type of content that fits this vision. That is why the company is willing to pay to license this intellectual property. Disney as a corporate client of OpenAI. Beyond the license, Disney will become a “major customer” of OpenAI, under the terms of the agreement. The company will deploy ChatGPT to its employees and use OpenAI APIs to build new tools, products and experiences, including functionality for Disney+. In fact, perhaps the most striking thing about the agreement is that a curated selection of videos generated by Sora It will be available to play from the streaming platform. Investment and purchase options. Disney will provide $1 billion in equity investment and will receive warrants to acquire additional stakes in OpenAI in the future. The transaction is still subject to negotiation of definitive agreements and approvals prior to closing. Commitments on responsible use. Both companies say in the joint statement that they will maintain “robust controls” to prevent the generation of illegal or harmful content, respect the rights of content creators and protect the use of people’s voice and image. OpenAI is further committed to implementing age-appropriate policies and other safety measures on the service. The vision of the CEOs. Bob Iger, CEO of Disney, assures that “the rapid advance of artificial intelligence marks an important moment for our industry” and defends that collaboration will allow “extending the reach of our narrative in a thoughtful and responsible way.” For his part, Sam Altman, head of OpenAI, affirms that the agreement “shows how AI companies and creative leaders can work together responsibly to advance innovation.” What’s coming now? It remains to be seen if this licensing model extends to other studios and large content owners. Everything indicates that it certainly will not be the only large company to take advantage of this type of agreement. The litmus test will be when all the content in Sora is released and if it gains enough traction on networks for OpenAI to consider it a small victory in its quest for make ChatGPT a profitable tool for your business. In Xataka | Quietly, a country is becoming a technological power thanks to data centers: India

OpenAI and Google deny that they are going to put ads in ChatGPT and Gemini. The reality is that accounts do not come only with subscriptions

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What AI has a profitability problem It is something well known. All you have to do is look at the OpenAI accounts, which in the last consolidated quarter lost a whopping $11.5 billion. The subscriptions were presented as a way to monetize chatbotsbut ChatGPT barely has 5% of the total users on one of your payment plans. The numbers do not come out and, although companies deny it, the shadow of advertising hangs over AI. what’s happening. Rumors that some very popular chatbots are integrating ads are intensifying in recent days. First they began to circulate alleged screenshots of an ad on ChatGPT and later a media specialized in advertising claimed that Gemini will have announcements in 2026. Companies deny it. Google has been quick to deny the information, ensuring that Gemini has no ads and “there are currently no plans in place to change it.” What stands out above all is that “currently”, which continues to leave the door open to include advertising in the future. For its part, OpenAI has come out to deny it ensuring that what appeared in that screenshot “was either not real or it was not an advertisement.” What was seen was a suggestion to connect the account of Target, the popular American hypermarket chain. When the river sounds… Despite the forcefulness in denying it, a few days ago we learned that OpenAI is preparing the ground to include advertising in ChatGPT. ChatGPT beta version for Android includes explicit references to an ad feature and tags like “content bazaar” and “ad carousel.” Additionally, the company is hiring experts in advertising platformsso the appearance of ads is not a question of “if”, but of “when.” In the case of Google, we haven’t seen any screenshots or traces in the code, so there isn’t that sense of imminence. However, there are rumors that there will be announcements in AI summaries and taking into account that advertising is the company’s main business, it does not sound crazy that they end up integrating ads into their chatbot. Investment vs return. The imbalance between what technology companies are spending on AI with what they are earning is totally unbalanced. Big tech companies like Google are increasing their revenue, but It is not thanks to AI, but to its cloud services. In the case of OpenAI, without an infrastructure to minimize the impact, the disconnection between expenses and income is brutal. Subscriptions are not enough. AI has managed to penetrate the general public and, according to the consulting firm Menlo Venturesalready has 1.8 billion users around the world. The problem is that only 3% pay any type of subscription. OpenAI currently has 5% paying users and expects that by 2030 the figure will increase to 8.5%. It is still not enough to achieve the desired profitability. According to a study by JP Morgan, For the AI ​​industry to achieve a 10% return on everything they have spent, it would take $650 billion a year, which is the same as saying that 1.4 billion people pay more than $400 each year to use AI. They may succeed, but for now ads seem like a faster way to generate income. Image | Generated with Gemini In Xataka | AI has become the best example that if you don’t pay for the product, you are the product

Google has OpenAI cornered. Altman has reasons to go into crisis mode

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Sam Altman has pressed the red button on OpenAI. After three years of being the startup that terrorized Google, it is now Pichai’s company that has the creator of ChatGPT on the ropes. Why is it important. OpenAI’s CEO sent an internal memo on Monday declaring “code red”: all resources are focused on improving ChatGPT. Projects like advertising in the free versionAI agents for health and purchasing or the deployment of the personal assistant Press are postponed. The company that forced Google to react is now the one that reacts. The backdrop. In 2022, Google panicked when ChatGPT changed our expectations about generative AI. Three years later, the roles have been reversed. Gemini 3, launched a few weeks ago, has surpassed OpenAI models in benchmarks key and in general it has arrived with a great reception. Marc Benioff, CEO of Salesforce, he said it bluntly a few days ago: “I’ve been using ChatGPT every day for three years. After two hours with Gemini 3, I won’t go back.” The figures. Google has gone from 450 million monthly active users on Gemini in July to 650 million in October. ChatGPT maintains leadership with more than 800 million weekly usersbut the speed at which Google is advancing is what has set off all the alarms. The difference in spending capacity is abysmal: Google brought in $102 billion in just the last quarterwith three quarters coming from advertising. OpenAI projects to reach 20 billion revenues this year, but will need 200 billion by 2030 to be profitable according to their own projections. Its infrastructure commitments add up 1.4 trillion dollars in the next eight years. The money trail. Google can afford to spend between $91 billion and $93 billion this year on AI infrastructure because it has a high-margin cash machine behind it. OpenAI, on the other hand, continues to rely on funding rounds while racking up record losses. Yes, but. OpenAI still retains advantages. Its 800 million weekly users represent a moat that can only be conquered person by person. ChatGPT is today synonymous with conversational AI in the same way that Google is with search. Changing the habits of hundreds of millions of users is much more difficult than convincing a few CEOs to switch chip suppliers. Between the lines. OpenAI’s refusal to monetize ChatGPT through advertising is increasingly inexplicable. Google dominated search precisely because it understood that an advertising model not only generates revenue: it improves the product. More users generate more feedbackmore purchasing signals allow for more personalized responses, and margins improve as scale grows. OpenAI has been avoiding this evidence for three years, but it has not stopped signing spending commitments exceeding one trillion. Unexpected twist. three years ago It was Google who declared code red in the face of the ChatGPT threat. The empire now counterattacks with an overwhelming structural advantage: control of distribution (Android, Chrome, Search, YouTube, Docs…), comfortable financial capacity and its own chips. OpenAI has users, but Google has the money, infrastructure and patience to fight a war of attrition. At stake. The question is whether OpenAI will survive as an independent company when its technological advantages evaporate and its business model continues to fail. Altman He usually says that he doesn’t like to think too much about the competition.. Those days are over. In Xataka | NVIDIA is the most valuable company in the world because it had no competition. Until Google started making chips Featured image | Google, OpenAI

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