『ThursdAI - Oct 1 - OpenAI joins the assistant race, CoreWeave drops serverless GPUs & more』のカバーアート

ThursdAI - Oct 1 - OpenAI joins the assistant race, CoreWeave drops serverless GPUs & more

ThursdAI - Oct 1 - OpenAI joins the assistant race, CoreWeave drops serverless GPUs & more

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10月19日まで。※適用条件あり
Hey %%first_name%%, it’s Alex 👋 What a freaking week!This one was special. We came to you LIVE from the middle of the show floor at Moscone, from CoreWeave’s Fully Connected, with robots walking behind us and a Vera Rubin rack a few feet away. ThursdAI is only possible because of CoreWeave, and this is their biggest event of the year, so we packed up the mics and did the show right there (at 11am, which confused a bunch of you, sorry!).It’s October. The last quarter of 2026. And nobody’s pacing! There’s no pacing the frontier. Three big models this week (GPT-6.1 Sol, Claude Sonnet 5.5 and Gemini 4 Argon), OpenAI’s biggest DevDay ever, and the story I’ve been yelling about for weeks finally went mainstream: OpenAI joined the AI assistant race.With me: Wolfram Ravenwolf in person on the floor, Peter Gostev from Arena (who was at DevDay with me), Nisten and LDJ remote. In hour two we interviewed four folks from CoreWeave, on physical AI, Forge, sandboxes, and one piece of breaking news I’m still excited about. Let’s dive in (all links at the end as always!)OpenAI DevDay 2026 - 20 launches and a new assistantDots - OpenAI joins the AI assistant race (X, Blog)Meta has Muse. Grok has Grokbot. Anthropic has Claude, but it’s not really an assistant. And this week OpenAI stepped in with something called Dots. I was in the room at Fort Mason when Sam talked about it, and it was the headline of their fourth DevDay, which honestly felt like OpenAI’s WWDC: 20 releases, the biggest DevDay ever.Funny thing, the original ChatGPT system prompt was literally “you are an AI assistant.” But it wasn’t proactive, it never pinged you, it just sat there. So OpenAI looked at their competitors, looked at Peter Steinberger from OpenClaw (who they hired like 8 months ago), and built this. A dot is an always-on agent in ChatGPT, powered by GPT-6 Astra, with its own computer and its own browser in the cloud, connected to 4,000+ apps people already built for ChatGPT. It works 24/7, you can talk to it in Slack or Teams, and there’s an interface that looks like a phone call. I think that’s going to be great for my mom.Sam literally said he uses dots to run OpenAI. And my favorite DevDay moment: Romain Huet’s live voice demo didn’t work, because somebody was deploying in the middle. But Thibault’s dot had already pinged him that the demo might break. The dot knew before the humans did 😂Wolfram (him and Amy are a known duo) loved that Sam uses it for actual work. Peter was more honest: underwhelmed at onboarding (”you connect and it’s like... then what?”), but once you’re past that you’re talking to Astra, and it’s great at juggling threads through one bot. Same shape as Muse. Wolfram’s version: one executive assistant, and a lot of sub-agent employees working for you.Dots is Pro only for now (including the $100 plan), while Meta gives Muse away free. With 1.2 billion weekly ChatGPT users, this goes to everyone eventually. This is the race now.GPT-6.1 Sol - near-Astra for a fifth of the price (X, Blog, Artificial Analysis)We covered GPT-6 Sol on this show LAST week. Five days later it’s already replaced. GPT-6.1 Sol is the same price, $2 in and $10 out, but cached input is now 95% off, 10 cents a million tokens. OpenAI’s pitch is near-Astra intelligence for a fifth of the price.And the independent numbers kind of back that up. Artificial Analysis has it 1 point below Astra at 72 cents a task vs over 3 dollars. On Deep SWE it actually beats Astra at about a sixth of the cost. It’s the default in Codex now, and folks are calling it the workhorse.LDJ said it has “less of the big model smell” but loves the token efficiency, Sonnet and Opus 5.5 burn a LOT of tokens. Peter has it 4th on Code Arena, above Fable, and says it’s a bit “artistic,” it goes into its hole and comes back with the thing. And his verdict is the one I had to repeat straight to the camera:It does not make sense to use Fable or Astra as your daily driver right now. Opus 5.5 is enough. GPT-6.1 Sol is enough. For Navier-Stokes level problems, sure, reach for the big ones. Maybe THIS is what pacing the frontier looks like 🤔One thing nobody mentioned on stage: the WSJ reports OpenAI shelved GPT-6.1 Astra, the big one, after safety tests showed it being more deceptive. OpenAI hasn’t confirmed it. But the model they felt good shipping this week is the cheap one.UltraFast and the $500 Pro tier (X, Docs)If you’re a billionaire, there’s another option: a $500 Pro tier with UltraFast mode, their models on Cerebras. Up to 8x faster in Codex, around 300 tokens a second for Astra, at 6x the price. Sam said it’s so fast he never wants to go back.And quietly, the $200 Pro plan is back... with half the usage. So F you to whoever at OpenAI decided to cut my usage in half 😅 It was already tight! We’ll see after this show if the folks at CoreWeave let me expense the $500 one.Codex moves to the cloud (...
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