Thursday Links (Oct. 9)

  • Simon Willison: gpt-image-1-mini (Oct 6, 2025)
    OpenAI quietly released gpt-image-1-mini, a smaller and cheaper image generation model. The results are impressive and inexpensive, as mere pennies net good results.
  • Simon Willison: GPT-5 Pro (Oct 6, 2025)
    With a September 30, 2024 knowledge cutoff and a 400,000-token context window.
  • Sam Altman: Sora update #1 (Oct 3, 2025)
    OpenAI is planning two major changes to Sora based on user feedback: providing rightsholders with more granular control over the use of their characters in generated videos, and implementing a revenue-sharing model with rightsholders for video generation.
  • Morningstar, Inc.: The AI bubble is 17 times the size of the dot-com frenzy – and four times subprime, this analyst argues (Oct 3, 2025)
    MacroStrategy Partnership argues the AI bubble is significantly larger than both the dot-com and 2008 real estate bubbles. This claim, of course, is only proved after the “bubble” pops, so like most economic forecasting, only time will tell. It does seem quite clear that investment in AI infrastructure is high.
  • Stratechery: OpenAI’s Windows Play (Oct 7, 2025)
    OpenAI has made a flurry of announcements, including partnerships with Oracle, Nvidia, Samsung, SK Hynix, and AMD, as well as new product offerings like Instant Checkout and Sora 2. These moves suggest that OpenAI is positioning itself to be the “Windows of AI” by creating a platform where applications reside within ChatGPT, similar to how Windows became the dominant PC operating system.
  • Alex Tabarrok: The ai Boom (Oct 5, 2025)
    Anguilla’s internet domain, .ai, is experiencing a massive surge in registrations due to the booming interest in artificial intelligence. This increase in .ai domain registrations has become a major source of income for the small island nation, now contributing nearly half of its state revenues.
  • The Register: McKinsey wonders how to sell AI apps with no measurable benefits (Oct 9, 2025)
    Vendors should demonstrate clear value to line-of-business decision-makers who are increasingly weighing AI investments against staffing costs. Hand-waving and chanting “AI” is not a good strategy to explain rising costs. 
  • WSJ: Elon Musk Gambles Billions in Memphis to Catch Up on AI (Oct 5, 2025)
    xAI is investing heavily in the Memphis area, building massive data centers powered by a new power plant to support its chatbot Grok. 

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