Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI misses revenue and user projections, per WSJ 2) Why can't ChatGPT break the 1 billion user mark? 3) Is consumer AI not working? 4) Ranjan makes the case for consumer AI 5) Musk vs. OpenAI at trial 6) Potential outcomes of the case 7) Musk admits distillation? 8) Cloud services crush earnings 9) U.S. Senators ban themselves from trading prediction markets 10) CBS Sports' shameless gambling article Chapters: 0:00 Intro 1:02 OpenAI misses user and revenue targets 2:59 Is OpenAI an enterprise or consumer company? 6:35 AI app growth starts to flatten 8:53 Why consumer AI apps haven’t broken out 17:27 Is OpenAI shifting from weakness or strength? 22:38 Musk vs. OpenAI in court 31:11 Elon admits AI distillation is standard practice 40:31 Big Tech earnings and the AI cloud boom 46:16 Are AI companies making YOLO bets? 50:31 Senators ban themselves from prediction markets 52:39 The dark side of sports betting coverage