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ChatGPT says maybe you should spend less time on ChatGPT

OpenAI says it wants you to use its AI chatbot, ChatGPT, less. “Our goal isn’t to hold your attention, but to help you use it well,” the company wrote in a blog post today. “Often, less time in the product is a sign it worked.”

To do so, the company will offer “gentle reminders during long sessions to encourage breaks” that will look something like this:

ChatGPT “gentle reminders.” Says “Just checking in. You’ve been chatting a while—is this a good time for a break?”
OpenAI

The company also says it’s developing ways to “better detect signs of mental or emotional distress so ChatGPT can respond appropriately and point people to evidence-based resources when needed.” Additionally, it says it’s soon rolling out new behavior for “high-stakes personal decisions” so that rather than provide answers, it “helps you think.”

The moves are seemingly in response to reports like this one from The New York Times showing how people using the chatbot can fall prey to conspiracy theories and harmful behavior.

They are also reminiscent of the “time well spent” movement, in which numerous tech companies attempted to get people to use their platforms less — something that ran counter to their financial incentives, as they make more ad money the more time people spend on their platforms. OpenAI, of course, has said it’s losing money even on its most expensive $200 a month subscriptions because people are using it too much, and even users saying “please” and “thank you” is wasting millions in computing power.

So perhaps it actually does want you to use it less.

ChatGPT “gentle reminders.” Says “Just checking in. You’ve been chatting a while—is this a good time for a break?”
OpenAI

The company also says it’s developing ways to “better detect signs of mental or emotional distress so ChatGPT can respond appropriately and point people to evidence-based resources when needed.” Additionally, it says it’s soon rolling out new behavior for “high-stakes personal decisions” so that rather than provide answers, it “helps you think.”

The moves are seemingly in response to reports like this one from The New York Times showing how people using the chatbot can fall prey to conspiracy theories and harmful behavior.

They are also reminiscent of the “time well spent” movement, in which numerous tech companies attempted to get people to use their platforms less — something that ran counter to their financial incentives, as they make more ad money the more time people spend on their platforms. OpenAI, of course, has said it’s losing money even on its most expensive $200 a month subscriptions because people are using it too much, and even users saying “please” and “thank you” is wasting millions in computing power.

So perhaps it actually does want you to use it less.

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Meta launches federal super PAC to fight state AI policy proposals

Meta has launched a federal super PAC called the American Technology Excellence Project, spending “tens of millions” of dollars to fight what it considers “onerous AI and tech policy bills across the country,” Axios reports. Last month, Meta launched a California super PAC to back pro-AI candidates in the state.

Silicon Valley in general has been rushing behind pro-AI PACs, seeking to fight proposals like Senator Mark Kelly’s that would force AI companies to foot some of the bill for the societal ills they cause.

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Wedbush: Nvidia investment in OpenAI is a “watershed moment”

Wedbush Securities analyst Dan Ives thinks Nvidia’s $100 billion investment in OpenAI says a lot of things about the importance of the moment we’re in. It’s a “watershed moment,” a “Ryder Cup moment,” and a “validation sign that the AI Arms Race is heating up among Big Tech firms.” In a note this morning, Ives wrote:

“We believe the AI Revolution is now heading into its next stage of growth as the tidal wave of Big Tech capex spending coupled by enterprise use cases now exploding across verticals is creating a number of AI winners in the tech world. The last few months we have seen a major validation moment for our AI Revolution bull thesis as the cloud stalwarts Microsoft, Amazon, and Google are leading the charge on this unprecedented spending cycle. Nvidia’s recent robust earnings and demand commentary from the Godfather of AI Jensen speaks to the evolution of AI spend now spreading beyond Big Tech to governments, enterprises, energy capacity, and overall infrastructure build outs around the globe.”

He does not consider it a bubble — or at least not yet. “While there are worries about an ‘AI Bubble’ and stretched valuations we continue to view this as a 1996 Moment for the Tech World and NOT a 1999 Moment,” Ives wrote, suggesting the situation is more like the early days of the internet, when there was a lot of investment in internet companies and a lot of experimentation — and when the dot-com bubble bursting was still a few years off.

Megazord

If having multiple CEOs is better for stock market returns, Oracle is quadrupling down

But buyer beware: the last time Oracle had co-CEOs, shares underperformed.

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Rani Molla

Ives raises Apple price target to Wall Street high of $310, citing a “real upgrade cycle” for iPhones

Wedbush Securities analyst Dan Ives raised his Apple price target to $310 from $270 thanks to “early strong demand signs” for the iPhone 17, which he says is tracking 10% to 15% ahead of the iPhone 16 at this point.

That $310 price target is the highest among Wall Street analysts polled by Bloomberg.

Ives said the Street’s estimate of about 230 million iPhone unit sales for Apple’s upcoming fiscal year is conservative and instead thinks the company is on track to sell 240 million to 250 million units in FY26. Ives wrote:

“The combination of a pent-up consumer upgrade cycle with our estimates of 315 million of 1.5 billion iPhones globally not upgrading their iPhones in the last 4 years, coupled with some design changes/enhancements have been the magical formula out of the gates.”

Sherwood News reported last week that redesigned iPhone models, which went on sale Friday, are seeing more interest than they have in three years — a phenomenon we speculate might have less to do with the iPhone itself and more to do with a natural upgrade cycle, as the rush of phones purchased in 2020 and 2021 become obsolete.

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