157 Nvidia, AMD, Open AI, X make deals….also somehow Spotify?

The ChatGPT Report

On this episode of TheChatGPTReport Ryan discusses the following

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• The Circular Economy of AI: We dive into the massive, potentially "circular financing" deal where OpenAI is taking up to a 10% stake in AMD and committing to deploy up to 6 gigawatts of AMD Instinct GPUs.

• The AI Bubble Debate: Is the industry in an "infinite money glitch"? We discuss the theory that major players like Nvidia, OpenAI, and others are engaging in vendor financing schemes where equity and future promises are exchanged for chips instead of real revenue.

• The New AI Productivity Benchmark: Introducing the AI Productivity Index (APEX), a new benchmark that evaluates models like GPT 5 and Grok 4 on real-world deliverables across law, finance, consulting, and medicine.

• OpenAI's New Operating System: A look at AgentKit, the new suite of tools from OpenAI that includes AgentBuilder and ChatKit, designed to turn ChatGPT into a full operating system for building and managing AI agents.

• The 'Slop' in AI: From a government contractor, Deloitte, being forced to refund $440K after using AI with major errors in a report, to landlords using AI to clean up rental pictures, we discuss why "Slop" is a fitting word for some AI outputs.

• Spotify & ChatGPT: Spotify and ChatGPT team up to allow users to ask the AI for personalized song, playlist, and podcast recommendations, raising the question: Do we need AI to suggest an AI-curated playlist?

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