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Now It’s Amazon’s Turn To Invest In OpenAI
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Now It’s Amazon’s Turn To Invest In OpenAI

Dec 17, 2025 20m
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Episode Description

ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter Google wants to put in your inbox every morning. OpenAI’s ChatGPT Updated to Make Images Better and Faster (Bloomberg) ChatGPT Images just got a major upgrade — and it could change how we all create (TechRadar) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips (The Information) Coursera to buy Udemy, creating $2.5 billion firm to target AI training (Reuters) Warner Rejects Paramount’s Hostile Bid, Saying Netflix Deal Still Superior (WSJ) Waymo Seeking Over $15 Billion Near $100 Billion Valuation (Bloomberg) Waymo in talks to raise funds at $100bn valuation (FT) U.S. Threatens Penalties Against European Tech Firms Amid Regulatory Fight (NYTimes) Google wants its AI assistant CC to replace your morning scroll (The Verge) Betting on prediction markets has exploded over past two years (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

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OpenAI Boosts ChatGPT's Image Generation Capabilities

OpenAI has updated its ChatGPT to enhance image generation speeds and precision, allowing users to make extensive edits to images without losing key details. The new features let users change styles and blend images more effectively while maintaining consistency across edits. This upgrade signifies a shift in visual creativity accessibility, although concerns arise regarding the ethical use of generated content.

Amazon's Potential Investment in OpenAI

Amazon is in talks to invest over $10 billion in OpenAI, which would significantly support OpenAI's operational costs, including server rentals from Amazon Web Services. This partnership could also lead OpenAI to develop shopping-related features within ChatGPT, although Amazon's exclusivity arrangement with Microsoft for selling OpenAI models complicates matters.

Coursera's Acquisition of Udemy

Coursera plans to acquire Udemy in a $2.5 billion stock deal, aimed at strengthening their positions in the online education market, particularly for corporate workforce training in AI and tech fields. The merger comes at a time of increasing competition and price pressures in the sector, with both companies aiming to innovate amidst declining course enrollments.

Waymo's Funding Talks and Expansion Plans

Waymo seeks to raise over $15 billion at a valuation near $100 billion, indicating its strong performance in the driverless tech space. The company is preparing to expand its operations into more cities, including international markets, showcasing its ambitions and strategic growth in the rapidly evolving autonomous vehicles industry.

US-EU Tensions Over Tech Regulations

The U.S. government is confronting the EU regarding its regulatory measures that affect American tech companies. Tensions are escalating as the U.S. threatens to impose penalties on businesses like Spotify if the EU does not ease its regulations, highlighting ongoing concerns over competitive fairness in international trade.

Google's New AI Daily Assistant, CC

Google has introduced an experimental AI feature named CC, designed to deliver personalized daily briefings that summarize emails and calendars, aiming to optimize user productivity. By integrating deeply with Google services, CC seeks to enhance the user experience and compete with similar offerings like ChatGPT's Pulse.

Growth of Prediction Markets

Prediction markets have seen a significant rise in betting volumes, with notable growth from platforms like Kalshi and Polymarket. This surge reflects a broader interest in speculative trading on future events, further emphasized by partnerships with major sports leagues and media outlets.

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