The walls are coming down for OpenAI and Anthropic as cheaper models and new open source competitors from China challenge their ability to make a profit.

Google, meanwhile, delays its flagship model and seems to be spinning its wheels.

And why can't Open AI keep its partners from hating it?

That's coming up on a Big Technology Podcast Friday edition right after this.

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Welcome to Big Technology Podcast Friday edition where we break down the news in our traditional cool-headed and nuanced format.

It's the Kimmy K3 episode. We're going to talk all about this new challenger from China, a 2.8 trillion parameter model that is taking on the frontier and beating basically every model except for Fable.

So we'll get into the implications of what happens after that.

And when they're a price war, is really getting underway, especially now that META and

SpaceX have released cheaper models.

We're also going to talk about the state of Google, what's going on there.

Why is their latest model delayed?

And, of course, Open AI, we wouldn't even get to it last week.

By the time we recorded, it was too early because just a few hours later, Apple would announce they've sued OpenAI.

So of course, today we'll talk about the lawsuit. And more importantly, why Open AI cannot hang on to its partners, at least not for long.

Joining us, as always on Fridays to do it is Ranjan Roy of margins.

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