OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

All right, everybody, welcome back to the number one podcast in the world, the All-in podcast in the news, in your feed. We're ready to go. We've got the original quartet here, the bands back together. All right, first up on the docket, a code red has been called by Sam Altman. He sent a memo on Monday, told employees too.

Stop working on side quests, you know, like ads, et cetera, and focus on the core, Chat GPT, the core experience, make it faster, make it better. And I think we all know why. Because Gemini and Grok and Claude from Anthropic have been crushing it. Chat GPT 5, let's call it what it is, was a bit of a flop. It didn't perform to expectations.

We discussed that a couple of weeks ago or months ago. Anthropic is beating OpenAI in enterprise revenue starting this summer. And I talked about how, you know, previous episodes on the streets, I'm seeing more startups want to use Anthropic's API and also Google Gemini's API and they don't essentially trust OpenAI to not steal their business. So it's big changes right now. Here is a chart based on data from July.

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