Platforms, Predictions, & Power Laws

📡 Radar

💻 OpenAI’s Platform Shift Moment

OpenAI just had a “don’t blink” week that felt less like a product update and more like a platform reasserting itself. The company shipped GPT-5.2-Codex, a serious upgrade aimed at long-horizon, multi-file coding with an emphasis on security, refactors, and real production workflows. At the same time, OpenAI raised the bar on evaluation with FrontierScience, tougher benchmarks for expert-level reasoning, and published new work on chain-of-thought monitorability, signaling a more mature approach to safety and governance. Zooming out, ChatGPT is quietly turning into an operating system, with app submissions and a growing app directory that lets developers build directly inside the product. Sam Altman summed it up best: the next leap isn’t higher IQ models, it’s AI-first products that replace legacy workflows entirely, with a bigger upgrade already teased for early 2026. OpenAI + OpenAI

📦 Amazon Eyes OpenAI

Amazon is reportedly in early talks to invest about $10 billion into OpenAI, potentially widening its strategic relationship with the ChatGPT maker and positioning AWS’s Trainium chips as an alternative to Nvidia. The discussions signal that big tech still wants a piece of OpenAI’s epic growth story as the company balances compute demands, deep partnerships, and a valuation north of $500 billion. If this deal closes it would underscore how capital flows are evolving in AI infrastructure and could reshape the competitive hardware landscape. Reuters

🌎 Grok Goes Global

xAI partnered with the Government of El Salvador to bring AI into every public school, deploying Grok across thousands of classrooms to deliver adaptive, personalized tutoring to more than a million students. This is not a pilot. It is a nation-scale experiment in AI-powered education, blending frontier technology with public policy to close real learning gaps. We have long respected President Nayib Bukele for his pro-crypto stance and willingness to actually implement technology, not just talk about it. This partnership reinforces El Salvador’s reputation as a country willing to move early, take risks, and build toward the future. xAI

🧠 MrBeast Teaches Finance

MrBeast is launching a new YouTube channel focused on finance and investing, expanding his brand beyond viral stunts into financial education for his massive audience. The effort aligns with broader business ambitions, including potential fintech products, that blend entertainment with practical money skills. It is a clear example of how modern creators can turn attention into real financial literacy at scale. Business Insider

📊 Kalshi Goes Mainstream

Kalshi is expanding its reach through a new integration with Coinbase, bringing regulated prediction markets to one of the largest retail financial platforms in the world. Users can now trade real-world outcomes, from elections to economic data, directly alongside stocks and crypto, signaling a major step toward prediction markets becoming a core financial primitive. This is exactly the playbook: best-in-class market design paired with massive distribution. As platforms race to become “everything exchanges,” Kalshi is quietly becoming the engine underneath. Fortune

💬 Prompt

What can I help you with?

Write a professional follow-up email thanking the interviewer for their time. Reiterate your interest in the [job title] role at [company name], mention one or two parts of the interview that stood out, and briefly restate why you’re a strong fit. Keep the tone polite, appreciative, and confident. Close by expressing enthusiasm for next steps and your availability.

🧠 Wisdom

🚀 Launch By Launch

🛡️ Where Modern Defense Gets Built

Go inside Anduril’s R&D headquarters with Co-Founder and COO Matt Grimm for a firsthand look at how they are running circles around legacy defense primes. From the fully autonomous Ghost Shark submarine to the Menace AI compute node, this is defense built at startup speed. Rapid prototyping, relentless testing, and a willingness to break things early have turned Anduril from a scrappy upstart into core infrastructure for the modern defense stack.

🤖 The Next Phase of AI is Utility

We kept seeing quotes from Gavin Baker’s Invest Like The Best interview all over our timeline this week, so we finally listened to the full episode at 1.8x to get the real take. Baker’s core point is that we are hitting diminishing returns on raw model intelligence, and the next phase of AI is about usefulness through context, reliability, and longer task execution. The real moat is not higher IQ models, it is AI systems that remember who you are, what you care about, and can actually get real work done end to end.

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