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PodcastsClosePodcastsPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All PodcastsAICloseAIPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All AIGadgetsCloseGadgetsPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All GadgetsIt’s code red for ChatGPTOn The Vergecast: Language, intelligence, and the differences between. Also, trifolding phones.On The Vergecast: Language, intelligence, and the differences between. Also, trifolding phones.by David PierceCloseDavid PierceEditor-at-LargePosts from this author will be added to your daily email digest and your homepage feed.FollowFollowSee All by David PierceDec 5, 2025, 3:09 PM UTCLinkShareDavid PierceCloseDavid PiercePosts from this author will be added to your daily email digest and your homepage feed.FollowFollowSee All by David Pierce is editor-at-large and Vergecast co-host with over a decade of experience covering consumer tech. Previously, at Protocol, The Wall Street Journal, and Wired.A smidge over three years ago, OpenAI threw the rest of the tech industry into chaos. When ChatGPT launched, even billed as a “low-key research preview,” it became immediately clear that OpenAI was showing the world a new way of computing. Lots of other companies, most notably Google, had to immediately scramble to catch up as AI took over the world.Now it’s OpenAI doing the scrambling. CEO Sam Altman sent a note to his team this week declaring a “code red,” saying that OpenAI needs to re-focus on its most important products in order to keep up with the onslaught of competition from Google’s Gemini and others. The question now is, what does making ChatGPT better actually look like? Subscribe: Spotify | Apple Podcasts | Overcast | Pocket Casts | MoreOn this episode of The Vergecast, David and Nilay discuss the state of ChatGPT, and the big questions facing the AI industry as a whole. But before they get to that, there’s some other news to talk about. Samsung released a trifold phone, which is either awesome or pointless or maybe a little bit of both. Apple’s executive shakeup continues, this time with design boss Alan Dye leaving to set up a design studio at Meta. Is the Dye exit a good thing for Apple, as many are saying? Or is this management turnover a sign that something is wrong at Apple Park? (After we recorded, the company announced even more turnover, too.)After that, we turn to AI. The questions facing OpenAI, and the rest of the companies betting big on LLMs, are increasingly focused on whether LLMs are even the right technology to deliver what the boosters have promised. Language, after all, is not the same thing as intelligence. But let’s just say, for the sake of argument, that this is as good as the tech is ever going to get. What products are left to build? And who’s going to build them?Finally, in the lightning round, it’s time for another edition of Brendan Carr is a Dummy, plus some notes on Wrapped Week, Hoto and Fanttik, the advent of “dear algo,” and a surprisingly interesting Honeywell thermostat.If you want to know more about everything we discuss in this episode, here are some links to get you started, first in gadget and Apple news:Samsung’s Z TriFold is official and it looks like a tablet with a phone attached Apple’s head of UI design is leaving for MetaApple AI chief steps down following Siri setbacksFrom Daring Fireball: Bad Dye JobAnd in code reds:OpenAI declares ‘code red’ as Google catches up in AI race OpenAI just made another circular dealAnthropic’s AI bubble ‘YOLO’ warning Anthropic’s racing OpenAI to go public.I tested five AI browsers and lost my mind in the processThe AI boom is based on a fundamental mistakeFrom the Dwarkesh Podcast: Ilya Sutskever – We’re moving from the age of scaling to the age of researchAnd in the lightning round:From Ars Technica: FCC boss Brendan Carr claims another victory over DEI as AT&T drops programsSpotify Wrapped 2025 turns listening into a competition YouTube introduces its own version of Spotify Wrapped for videosHow Hoto and Fanttik became popular tool companies in the US“Dear algo.”The Honeywell Home X8S smart thermostat supports Matter and can Ring video doorbell integrationFollow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates.David PierceCloseDavid PierceEditor-at-LargePosts from this author will be added to your daily email digest and your homepage feed.FollowFollowSee All by David PierceAICloseAIPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All AIAppleCloseApplePosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All AppleGadgetsCloseGadgetsPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All GadgetsOpenAICloseOpenAIPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All OpenAIPodcastsClosePodcastsPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All PodcastsTechCloseTechPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All TechVergecastCloseVergecastPosts from this topic will be added to your daily email digest and your homepage feed.FollowFollowSee All VergecastMost PopularMost PopularNetflix wins the bidding war for Warner Bros.Antigravity’s 360-degree drone is here to help you forget DJICrucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies insteadMicrosoft is quietly walking back its diversity effortsGoogle’s AI model is getting really good at spoofing phone photosThe Verge DailyA free daily digest of the news that matters most.Email (required)Sign UpBy submitting your email, you agree to our Terms and Privacy Notice. 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