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Top 25 OpenAI articles on Substack

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OpenAI Strategy in 2026

What should Open AI do to win AI Race?
In one of our AI PM Interview Questions of our AI PM Course , we argued that Open AI should target Enterprise to create the Moat as the Raw intelligence will become commodity in future.
Shailesh Sharma and Apoorva Mittal βˆ™ 2 LIKES βˆ™ 2 RESTACKS

OpenAI goes to j-school

The launch of OpenAI's new training hub includes a tacit acknowledgment: AI is well on its way to redefining the news media.
Short column this week since I’m at CES. I’m checking out all the latest tech, trying to find the AI tools, platforms, and ideas that might make a difference to the media and the people that consume it. The β€œC” is supposed to stand for consumer, after all, and content distribution to consumers will always be mediated by technology, which of course is wh…
Pete Pachal

Building a Better Grid

AI for DC
8 LIKES βˆ™ 2 RESTACKS
Yuko(Ao Production)'s avatar
Yuko(Ao Production)
β€’
AI is not a replacement for human thinking.
It is a thinking amplifier.
AI expands the space where humans can ask better questions,
explore deeper ideas,
and reach places that were previously unreachable alone.
The real value of AI is not answers β€”
but the quality of questions it helps us sustain.

OpenAI to Buy Pinterest? Strategic Analysis

What Pinterest Potential Acquisition Tells Us About ChatGPT's Future
Last week, The Information published its 2026 predictions and predicted that OpenAI will acquire Pinterest. Pinterest stock jumped 3% on the news. While this is still speculative, analyzing the commerce angle here can reveal a lot - both about the challenges ChatGPT is facing and about what agentic commerce might look like. Let's dig in.
nekuda βˆ™ 12 LIKES βˆ™ 3 RESTACKS
Neural Foundry's avatar
Neural Foundry
β€’
The ChatGPT vs Pinterest UX comparison really underscores how far LLMs have to go for consumer commerce. That shoes exmaple is telling: verbose text vs instant visual grid. It reminded me of when Amazon tried to build a conversational shopping interface years back, and ended up quietly shelving it because nobody wanted to type paragraphs when they could just scroll and click. Pinterest's "taste graph" and 600M users with conversion premiums are valuable, but integrating it into ChatGPT without destroying the low-friction experience seems tricky. The MCP-UI shift Fidji mentioned is interesting but if OpenAI bolts Pinterest's infrastucture onto ACP checkout flows, they'll need way more than a "major overhaul" to make merchants adopt it. Also the $25B revenue target by 2029 seems wildly ambitious given they still haven't cracked ads yet.


OpenAI closes $40B deal with SoftBank

Press Clips #43 - Jan 6, 2025
Delivered to your inbox every Monday, Press Clips is a rundown of the previous week’s happenings in politics and tech in America. News, opinion, podcasts, and more, to bring you up to speed for the week ahead.This Substack is reader-supported. To receive new posts and support our work, consider becoming a free or paid subscriber.
Zeb Wright βˆ™ 2 LIKES

Application for "Head of Preparedness" at OpenAI

A red herring barking up the wrong tree ...
OpenAI are looking for a Head of Preparedness. In their framing of the position’s challenges, they are, characteristically, wholly missing the point. They are searching for someone to control a phantom superintelligence, when they should be hiring someone to help civilization prepare for what happens when we give ourselves an infinitely scalable mirror …
Toby Newton

The Math OpenAI Doesn't Want You to Learn

The math that makes AI reasoning not only visible but audible
The Split Is Already Here
Jose Crespo PhD βˆ™ 179 LIKES βˆ™ 33 RESTACKS
Mogidon's avatar
Mogidon
β€’
I’m not discussing the merit of this article. Probably the submitter has a point. Yet it is just repulsive to read it after dealing a lot with Qwen or Gemini. It looks like a pure AI slop. All those twists. All that rhetorical figures. Catchy phrases put in quotation blocks. Enumerations. β€žIt’s not a solitary lunch, it’s a 1000 person full blown banquet” theme statements. Have mercy on the readers and present your point with your own words instead of outsourcing it to AI on default prompting
Becoming Human's avatar
Becoming Human
β€’
So much AI slop. If you are not going to write an essay, can you not write it shorter?

Why Africa Isn't Building AI (And Why That's Smart)

Everyone’s waiting for the African OpenAI.
The African Google. The breakthrough foundation model trained on African data, built by African engineers, funded by African capital. That’s the narrative: Africa needs to build its own AI infrastructure to participate in the AI economy.
Emerging Economy βˆ™ 11 LIKES βˆ™ 1 RESTACKS
IBRAHIM SULAIMAN's avatar
IBRAHIM SULAIMAN
β€’
This is a solid and necessary reframing, especially against the obsession with an β€œAfrican OpenAI.” The emphasis on application-layer innovation over model prestige is absolutely right, and it reflects how technology has actually scaled in Africa historically.
That said, I’m not fully convinced by the implied endpoint of the argument.
Using existing models to solve local problems is the correct move now. But efficiency in the present shouldn’t be mistaken for sufficiency in the long term. AI isn’t just another productivity tool; it’s fast becoming cognitive infrastructure. Over time, who owns, governs, and can’t be locked out of that infrastructure will matter as much as who builds the best applications on top of it.
Africa doesn’t need to compete with GPT or Claude today. But there will be domains; health, agriculture, language, climate, governance where locally trained, strategically controlled models won’t be optional forever. Not as vanity projects, but as targeted, problem-specific systems built after application-layer leverage, data, and institutions already exist.
So I agree with the direction, just not the destination.
Build products first. Capture value. Understand the problems deeply.
But don’t conclude that Africa will never need to own parts of the AI stack. Timing, sequencing, and intent matter more than absolutes.

Matan’s Blog
December 30, 2025

Bolting AI vs Reimagining: Is OpenAI Netscape Or Google

Sam Altman on bolting AI onto existing services vs. reimagining them with AI, Google's reimagining and Chrome displacing Internet Explorer, ChatGPT Atlas, Google Disco, and Netscape's cautionary tale
Bolting AI vs. Reimagining
Matan Zinger βˆ™ 8 LIKES
Neural Foundry's avatar
Neural Foundry
β€’
Fascinating framing of the Netscape parallel. That XMLHttpRequest comparison is spot-on, Google's Disco browser with generative UI could be exactly that kind of primitiv enabler. My hunch is Altman knows ChatGPT's chat interface hit its ceiling which is why we're seeing the sudden device pivot and browser play. The irony tho is while he's talking about reimagining, OpenAI's moves look more reactionary than Google's lab experiments.


OpenAI: Agent Orchestrator for Enterprise?

As models get competitive, OpenAI evaluates a new strategy for an enterprise push
The need for AI agent orchestration is obviousβ€”but who becomes the orchestrator of enterprise agents is far less clear.
Vish Vivek βˆ™ 3 LIKES βˆ™ 1 RESTACKS

AI: Samsung vs Apple global 'AI' smartphone race. RTZ #958

...driving Google vs OpenAI distribution in 2026+
Looks like Google Gemini AI is getting a distribution boost from Samsung Galaxy smartphones and devices that is bigger than might be understood.
Michael Parekh βˆ™ 4 LIKES βˆ™ 2 RESTACKS
Neural Foundry's avatar
Neural Foundry
β€’
The distribution game is where the real battle happens in 2026. Samsung's 800M Gemini-powered devices gives Google massive reach, but the memory chip shortage adds an intresting constraint that could limit how aggressively they can deploy on-device AI features. What strikes me is how this mirrors the 90s browser wars, distribution trumps quality when you're embedded at the OS level and most users stick with defaults.
James Eagle's avatar
James Eagle
β€’
Brilliant post. I really appreciated it. So Google will win the AI race because it controls Android, the most widely used β€œcomputer” OS in the world. If AI becomes an ambient, default layer on smartphones rather than an app people choose, Google’s distribution advantage could matter more than model quality, especially at global scale. People are concentrating too much on what the best model is. In five years time, all AI models will be brilliant and AI will just be a utility. Google will win because of it OS and distribution, just like Microsoft won the browser wars in the 90s because of Windows.
I would also add that Google also has the physical infrastructure and TPU advantage as well, which is another positive for the tech company.

The Bear Case for OpenAI

Unpacking the structural weaknesses with OpenAI
The investment case for OpenAI has never been more precarious than it is right now in late 2025. What was once a company that seemed destined to dominate the artificial intelligence revolution has revealed itself to be a structurally disadvantaged challenger fighting a defensive war on multiple fronts. The company anticipates burning through roughly $9 …
David Shapiro βˆ™ 30 LIKES βˆ™ 1 RESTACKS
U. Ortego's avatar
U. Ortego
β€’
The bullish myth around AI often forgets that costs, competition, and commoditization are real forces, not hype. OpenAI’s scale bet won’t cash out just because the narrative says it should β€” economics and ecosystem matter as much as vision.
Eamon Montgomery's avatar
Eamon Montgomery
β€’
Weird, we wrote an oddly comparable piece, around about the same time, echoing each other to some extent: https://eamonmongomery.substack.com/p/the-72-month-death-what-the-microsoft?r=5vz09e
I enjoyed this!

OpenAI bets big on audio, and more this week!

Voice AI weekly digest
Top Updates πŸ’ͺ
Davit Baghdasaryan βˆ™ 13 LIKES
mark adamian's avatar
mark adamian
β€’
Big bear AI is a scam. 100% socialist job government dependent on profitability. Oh my they have facial recognition software so does your iPhone. Go away and go away quickly. Ponzi scheme.


Big Think
December 18, 2025

The boomer-doomer divide within OpenAI, explained by Karen Hao

There are two sides to the AI debate, and both are perpetuating the idea that AI is β€œinevitable, all-powerful, and deserves to be controlled by a tiny group of people,” says the Empire of AI author.
By Tim Brinkhof
Big Think βˆ™ 86 LIKES βˆ™ 13 RESTACKS
Andy the Alchemist's avatar
Andy the Alchemist
β€’
Building the most advanced plagiarism machines in existence should not be celebrated or rewarded.
Matthew's avatar
Matthew
β€’
If AI kills us it will more likely come from rapidly accelerating environmental degradation and climate change than a Terminator scenario.



Ali Rohde Jobs
December 19, 2025

Edition 239: Ali Rohde Jobs

Roles at OpenAI, First Round Capital, Stripe, Flock Safety
This will be our last edition of 2025! Grateful for you reading this year. Wishing you a safe and happy close to the year, and looking forward to seeing you in 2026 - Ali (and Theo)
Ali Rohde βˆ™ 2 LIKES
David Nebinski's avatar
David Nebinski
β€’
Happy holidays to you and Theo, Ali!

BuildML
December 15, 2025

Top 24 LLM questions asked at DeepMind, OpenAI, Meta and more!

The most commonly asked 24 questions that cover need to know topics on LLMs
In 2025, we saw a huge number of job descriptions asking for experience in LLMs. The same requirement was reflected in interviews, with candidates being asked LLM-specific questions.
BuildML βˆ™ 77 LIKES βˆ™ 21 RESTACKS
Jordan Carson's avatar
Jordan Carson
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It’s amazing to see this consolidated into a single post. I thank you BuildML for putting this together. Keep at it
Pratt's avatar
Pratt
β€’
Are there any books that go into detail about the topics mentioned in the article?

ByteByteGo Newsletter
December 12, 2025

How OpenAI, Gemini, and Claude Use Agents to Power Deep Research

Power your company’s IT with AI (Sponsored)
ByteByteGo βˆ™ 223 LIKES βˆ™ 13 RESTACKS
ToxSec's avatar
ToxSec
β€’
β€œDeep Research systems rely on multi-agent architectures that coordinate planning, parallel exploration, and structured synthesis.”
This was a really good way of putting this whole idea in a simple manner.
Great post thank you.
Sumanta Boral's avatar
Sumanta Boral
β€’
Very nice article. Its a masterclass in itself.

Preparing for the Unpredictable

Why OpenAI is institutionalizing preparedness as AI systems outgrow prediction
OpenAI recently posted a role that would have sounded strange even a few years ago: Head of Preparedness. The title alone sparked debate. Some read it as prudent. Others as performative. I see it as an admission that the field is entering uncharted territory.
Saanya Ojha βˆ™ 4 LIKES