OpenAI says it could have grown even faster if only it had more compute
OpenAI says more compute means more revenue. The company’s new business figures show both tripling year over year, but with cash outflow expected to hit 115 billion dollars by 2029, the formula needs to hold up.
South Koreans now spend more per month on AI subscriptions than on Netflix. According to Hankyung Aicel, payments for seven AI services, including ChatGPT and Gemini, hit an estimated 80.3 billion won (roughly $55-60 million) in December 2025. That's more than the average monthly Netflix subscription revenue in Korea during 2024, which came in at 75 billion won (around $50-55 million). One important caveat: the AI figure includes business payments, while Netflix is a consumer-only service.
Credit card payments for AI services jumped from 52,000 transactions in January 2024 to 1,666 million in December 2025. Private customers paid an average of 34,700 won (about $24), while businesses spent 107,400 won (roughly $74). ChatGPT dominated with 71.5 percent of all payments, followed by Gemini at 11.0 percent and Claude at 10.7 percent. According to Hankyung Aicel CEO Kim Hyung-min, Korea's subscription market continues to grow, and generative AI is becoming a regular subscription product.
For context: Netflix reports revenue per subscription of around $7 for Asia-Pacific, compared to roughly $17 in the US and Canada. That's significantly higher revenue per subscription per month.
Google is rolling out Gemini 3 Pro to power AI Overviews in search. The system now automatically routes complex queries to Google's most powerful language model, while faster models still handle simpler questions, according to Robby Stein, product manager for Google Search.
Google Search Product Manager Robby Stein announced the Gemini 3 Pro integration for AI Overviews. | Stein via X
This intelligent routing already works in AI Mode, Google's AI-powered search chat, and is now expanding to AI Overviews, the quick answers that appear directly below search queries. The feature is available worldwide in English, but only for paying Google AI Pro and Ultra subscribers.
OpenAI's GPT-5.2 Pro has helped solve another Erdős problem. Neel Somani used the AI model to crack Erdős problem #281 from number theory. Mathematician Terence Tao calls this "perhaps the most unambiguous instance" of an AI solving an open mathematical problem. While earlier proofs may have influenced the model's answer, Tao confirms GPT-5.2 Pro's proof is "rather different".
But Tao warns against a skewed perception of AI capabilities. Negative results rarely get published, while positive results go viral. A new database by Paata Ivanisvili and Mehmet Mars Seven tracks AI attempts at Erdős problems, showing actual success rates of just one to two percent, clustered around easier problems.
Elon Musk's power fantasies were already extreme a decade ago. According to OpenAI, Musk wanted to amass $80 billion during the company's founding phase to build a self-sufficient city on Mars. He used this goal to justify why he needed a majority stake in OpenAI.
During discussions about potential succession, Musk also caught other participants off guard by suggesting his children should take control of AGI: AI systems capable of matching or surpassing human intelligence across all domains.
Chinese AI startup DeepSeek ran into trouble developing its new flagship model and had to switch to Nvidia chips. According to insiders, Deepseek initially tried using chips from Huawei and other Chinese manufacturers last year, reports the Wall Street Journal. But the results weren't good enough. The company ended up switching to allegedly smuggled Nvidia chips for some training tasks, which finally got things moving. The new model is expected to ship in the coming weeks.
Elon Musk seeks up to $134B from OpenAI and Microsoft as lawsuit puts OpenAI's nonprofit origins on trial
Thousands of pages of evidence in the Musk vs. OpenAI case are now public, and both sides have some explaining to do. One question that stood out to me: can becoming a billionaire ever be a “secondary consideration”?
OpenAI is pushing "Open Responses," an open interface that works with language models from different providers. The project builds on OpenAI's Responses API and lets developers write code once and run it with any AI model.
Currently, Google, Anthropic, and Meta all handle their APIs differently, which means developers have to rewrite code when switching between models. Open Responses tries to fix that with a shared format for requests, responses, streaming, and tool calls. Vercel, Hugging Face, LM Studio, Ollama, and vLLM have already signed on.
Of course, if successful, this move works in OpenAI's favor. If its API becomes the default, competitors would need to adapt to OpenAI's approach, while existing OpenAI customers wouldn't have to change a thing. The "open" label also lets the company signal a spirit of collaboration, even though it's not sharing any technology beyond what's already public.
OpenAI will soon test ads in ChatGPT despite CEO Sam Altman once calling the idea dystopian
OpenAI will start testing ads in ChatGPT, despite CEO Sam Altman’s earlier objections. With a valuation of up to $750 billion to justify and only around five percent of users paying for the service, the company is under enormous pressure to find new revenue streams.