Overview

• OpenAI lobbied the European Commission in September, raising concerns with competition vice president Teresa Ribera about customer lock-in on large platforms and restricted access to key data.
• OpenAI argues that access to critical datasets is essential for AI competition and, in reports of its outreach, accuses Google of dictating data access to entrench dominance.
• Tensions with a key partner surfaced in reporting that insiders say OpenAI has weighed accusing Microsoft of unfair competition if it opposes a transition to a for‑profit structure.
• Thrive Capital partner Vince Hankes said every major tech company is targeting OpenAI, describing incumbents as determined to prevent a new giant from emerging.
• OpenAI is shifting ChatGPT toward an app platform with a new SDK and says it now reaches 800 million weekly users, while scaling infrastructure through a multiyear AMD deal, reported access to 10 gigawatts of Nvidia GPUs and a Broadcom-built AI chip planned for next year.