A look at ChatGPT's impact on US stocks three years after its release: AI mania revived Big Tech, making an already concentrated S&P 500 even more top heavy (Bloomberg)

ChatGPT-5, OpenAI's AI chatbot, has been criticized by leading psychologists for providing dangerous advice to individuals facing mental health crises, failing to recognize risky behaviors or challenge delusional beliefs. Research from King's College London and the Association of Clinical Psychologists UK highlights these shortcomings, raising concerns about the chatbot's impact on vulnerable users.

OpenAI is experiencing increased competition three years after the launch of ChatGPT, with Similarweb reporting that users of Google's Gemini engage in longer chat sessions compared to ChatGPT and Claude users. This shift indicates a growing preference for alternative AI models in the market.

OpenAI CEO Sam Altman has emphasized the importance of scaling laws in artificial intelligence (AI) development, suggesting that larger models could lead to continuous improvements in AI capabilities. However, historical precedents indicate that such assumptions may not hold true indefinitely, raising questions about the sustainability of AI advancements.

Google has transitioned from being an internal chip user to a retailer, with its Tensor Processing Units (TPUs) reportedly saving OpenAI 30% on Nvidia chips, highlighting a shift in the AI chip market dynamics.

Anthropic has announced the release of the Claude Agent SDK, which addresses the long-standing issue of agent memory in AI systems. This new multi-session capability allows agents to retain context across different sessions, enhancing their functionality and usability in complex tasks.

A recent analysis by the Financial Times revealed that major partners of OpenAI have accrued approximately $96 billion in debt to finance the expansion of data centers and chip production. This significant financial burden underscores the scale of investment required in AI infrastructure as companies race to enhance their capabilities.

At TechCrunch Disrupt, experts from OpenAI and Google discussed the transformative impact of artificial intelligence on go-to-market strategies for startups and investors. They highlighted how AI is reshaping product launches and market engagement, emphasizing the need for innovative approaches in a rapidly evolving landscape.

French President Emmanuel Macron has criticized the European Union for its slow response to investigations into American Big Tech companies, attributing this delay to pressure from the United States regarding the Digital Services Act (DSA). Macron's remarks highlight concerns over the EU's regulatory effectiveness in the face of external influences.