The AI Model Wars Just Heated WAY Up
The AI Daily Brief: Artificial Intelligence News and Analysis
Nathaniel Whittemore
4.7 • 769 Ratings
🗓️ 2 August 2025
⏱️ 25 minutes
🧾️ Download transcript
Summary
Today’s AI Daily Brief dives into the escalating model wars between OpenAI, Google, and Apple. OpenAI seems to have leaked GPT-5 and their open weights model temporarily, plus the surprise launch of Google’s Gemini 2.5 Deep Think, and why Apple is scrambling to catch up—with M&A as its only viable AI strategy. We also explore new AI interface innovations from Manus and Perplexity, plus the implications of China’s probe into Nvidia’s H20 chips.
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Transcript
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| 0:00.0 | Today on the AI Daily Brief, the latest in the very much heating up AI model wars. |
| 0:05.7 | Before that in the headlines, can Apple actually acquire its way out of AI failure? |
| 0:10.7 | The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. |
| 0:26.7 | All right, friends, quick announcements for this Friday. |
| 0:31.2 | First of all, thank you to today's sponsors, Blitzy, Vanta, Plum, and Superintelligent. |
| 0:35.0 | To get an ad-free version of the show, go to patreon.com slash AI Daily Brief. |
| 0:37.5 | And if you were interested in sponsoring the show, hit me at NLW at Breakdown.network. But with that, let's dive into some Wall Street dealmaking and model |
| 0:42.6 | intrigue. Welcome back to the AI Daily Brief Headlines edition, all the daily AI news you need in |
| 0:48.1 | around five minutes. We have a very deal-oriented headlines today, kicking off with Apple, |
| 0:53.6 | who were the latest big tech |
| 0:55.4 | company to do their quarterly earnings. TLDR on this one is that while the company is seeing |
| 1:00.4 | a big rebound in iPhone sales, their failure on AI is absolutely weighing them down. |
| 1:06.2 | Big tech earnings have been telling a very clear story around AI. The companies that are betting big, |
| 1:11.3 | like Microsoft and Meta, have seen blowout results and massive increases in their stock prices. |
| 1:16.5 | Indeed, despite the fact that some analysts remain concerned on this KAP-X spending, |
| 1:21.3 | as the Wall Street Journal put it, Big Tech's $400 billion AI spending spree just got Wall Street's |
| 1:26.4 | blessing. The sort of results that Microsoft and Meta are putting up are, in other words, |
| 1:30.8 | justifying even in the short term, those costs to Wall Street investors. |
| 1:35.4 | And then there's Apple. |
| 1:37.1 | Strange, strange, strange, Apple. |
| 1:39.7 | On the one hand, the numbers were actually strong. |
| 1:42.0 | iPhone sales were up 14% to reach 44.6 billion for the |
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