The state of the AI trade: ChatGPT turns three 12/1/25
TechCheck
- Published
- December 1, 2025
- Duration
- 7:16
- Summary source
- description
- Last updated
- May 4, 2026
Discusses business, investing, management, technology.
Summary
OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We dig into the themes of the first three years of the AI trade and look to where the trade is going and what's at stake for the likes of the megacap players like Google, Microsoft, Meta and Amazon. Hosted by Sim…
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Show notes
OpenAI's ChatGPT turned three this week. As the AI trade enters its fourth year, OpenAI finds its position shifting from disruptor to incumbent. We dig into the themes of the first three years of the AI trade and look to where the trade is going and what's at stake for the likes of the megacap players like Google, Microsoft, Meta and Amazon. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Themes
- business
- investing
- management
- technology