> Sam Altman said that now that OpenAI is implementing age-gating, OpenAI will allow more capabilities in ChatGPT for adults, such as âeroticaâ. In an interview around the time of the launch of ChatGPT-5, 10 weeks previously, he had said that he was proud that they hadnât put a âsexbot avatar in ChatGPT yet.â
A reader writes to point out that there is indeed a difference between erotica and a sexbot avatar.
>Broadcomâs stock rose 9% on the announcement of their custom chip deal with OpenAI, even though previous reporting had suggested that such a deal would be negotiated.
In their Q3 earnings call, Broadcom said they had a new $10b customer, which everyone assumed was OpenAI, but they clarified that this was not OpenAI
So the stock popped because there is still this mystery $10b customer (would love one of your expert forecasts on who this could be!) in addition to OpenAI
> Sam Altman said that now that OpenAI is implementing age-gating, OpenAI will allow more capabilities in ChatGPT for adults, such as âeroticaâ. In an interview around the time of the launch of ChatGPT-5, 10 weeks previously, he had said that he was proud that they hadnât put a âsexbot avatar in ChatGPT yet.â
A reader writes to point out that there is indeed a difference between erotica and a sexbot avatar.
>Broadcomâs stock rose 9% on the announcement of their custom chip deal with OpenAI, even though previous reporting had suggested that such a deal would be negotiated.
In their Q3 earnings call, Broadcom said they had a new $10b customer, which everyone assumed was OpenAI, but they clarified that this was not OpenAI
So the stock popped because there is still this mystery $10b customer (would love one of your expert forecasts on who this could be!) in addition to OpenAI
https://www.cnbc.com/2025/10/13/broadcom-mystery-customer-openai.html
Whoho, fun stuff!
Substack had some outages earlier today. Perhaps as a result I couldn't attach the voiceover to the post. But you can listen to it here: https://pod.link/1808187161/episode/YTI1YjUxMjAtZGE2NC00MzA3LWFjMWEtMWIyODI4NDhhMzI0