#investor-reaction

#investor-reaction

OpenAI is in a special phase. It's rolling out products and ideas at a rapid clip, and the assumption is that all these projects will work out well and disrupt existing industry players. It reminds me of the golden days of Google and Amazon, when these fast-growing companies announced new initiatives and the market would immediately react. When Google launched internet balloons, mobile giants like Verizon swooned. When Amazon bought Whole Foods, grocery stocks took a beating.

Hello and welcome to Eye on AI...In this edition: DeepSeek drops another impressive model...China tells companies not to buy Nvidia chips...and OpenEvidence scores an impressive result on the medical licensing exam.Hi, it's Jeremy here, just back from a few weeks of much needed vacation. It was nice to be able to get a little distance and perspective on the AI news cycle. (Although I did make an appearance on Rana el Kaliouby's "Pioneers of AI" podcast to discuss the launch of GPT-5.