🏠 OpenAI will lose this AI race to Google

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OpenAI just dropped GPT 5.2 and I’ve got a spicy take.

OpenAI will lose the enterprise AI race to Google and go all in on chatGPT over the next 3 years.

Why? Money.

The only companies with enough money to stay in the race - training more and more advanced models - are the hyperscalers like Google.

Even with more fundraises and an IPO, OpenAI doesn’t have the capital to compete at that level forever. Model training is a bottomless pit, and scale matters more than cleverness once you hit this phase.

You can actually see this in the latest release.

GPT 5.2 is an incredible model, seriously impressive, but there’s a reason we’re seeing 0.1 increments now instead of the big 0.5 jumps we were used to. Progress is getting more expensive, more incremental, and more brutal.

That said, ChatGPT is an amazing product, it has real distribution, real mindshare, and real usage.

If I were them, I’d stop trying to win the raw model arms race and put the pedal to the metal on ChatGPT as a product.

That’s where the leverage is.

Andrew Wilkinson, co-founder of Tiny Capital (owning 40+ companies), shared his "Auto-Admin" stack on the My First Million podcast. He compares the current AI shift to the invention of fire, believing that AI agents (digital employees) will automate 20% of jobs soon.

Here is the exact stack he uses to replace executive assistant tasks:

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Last week’s poll: If you guessed AI-generated… you were right.

🟩🟩🟩🟩⬜️⬜️ Yeah (~64%)

🟨🟨⬜️⬜️⬜️⬜️ Nope (~36%)

Here’s the original.

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