This Is The Point

News is everywhere. The point is harder to find.
Hosted by Alex Kantrowitz & Sheel Mohnot -- by HubSpot Media.

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@Kantrowitz @pitdesi Full Episode: https://t.co/hiwiodx9np

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AI assistants could cost $3,000 to $7,000 per user annually.

If that's true, OpenAI can't keep subsidizing them forever.

@Kantrowitz and @pitdesi on why OpenAI is betting on paid AI agents instead of competing with Meta's Muse for free:

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Watch: https://t.co/MFfwXTaFHG

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The point from AI this week, from @Kantrowitz and @pitdesi:

- OpenAI's Dots agent costs up to $7K/year.
- Every AI CEO met with Trump at the White House.
- Delta passing on Starlink might be a massive mistake

Ep. 4, out now, & Aura Rankings returns.

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Full conversation: https://t.co/HltfXjk7jl

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Someone's flight got delayed 7 hours. Muse got them a $250 credit and a rebooked flight in 5 minutes, no calls, no waiting.

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Full conversation: https://t.co/HltfXjk7jl

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Are AI model companies actually good businesses to invest in?

The pie's growing, but the margins might not be:

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https://t.co/HltfXjk7jl

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Codex tells you how to book the appointment. Muse and Instinct just book it for you. @pitdesi thinks that gap won't last much longer:

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@Kantrowitz @pitdesi https://t.co/HltfXjk7jl

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Amazon blocked Meta's Muse. Shopify partnered with it the same week. @Kantrowitz and @pitdesi explain:

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.@OpenAI just gave everyone an always-on agent that proactively moves your appointments, browses the web, and works while you sleep.

The question isn't whether it's impressive. It's whether you trust it to get it right.

[OpenAI @OpenAI]

Introducing dots, powered by GPT-6 Astra.

Remarkably capable, always-on agents built to handle everything.

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Full episode: https://t.co/HltfXjjztN

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Meta's Muse is blowing up.

That, plus what else you missed in tech this week, from @Kantrowitz and @pitdesi:

- Are Model Companies Bad Investments?
- Blocking AI Agents Could Sink Expedia
- Wang Won't Stop with the Muse Mascot

Ep. 3, out now.

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"It's the investment opportunity of a lifetime." @pitdesi on OpenAI and Anthropic's trillion-dollar bets:

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https://t.co/OVllgwdqOk

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Anthropic’s AWS revenue accounting is like selling a $1 lemonade, keeping 50 cents, and still counting the full dollar as revenue.

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https://t.co/OVllgwdqOk

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Sam Altman ran a UBI experiment.

It didn't work.

@Kantrowitz and @pitdesi on what that means for AI and your job: