OpenAI goes full throttle, Tesla does Kung Fu & more (October 6, 2025)

Good morning,

OpenAI just went full throttle, sealing a massive AMD deal and taking AI video mainstream with Sora 2. Meanwhile, Oracle and Tesla prove the AI boom isn’t just about models, it’s about ecosystems, hardware, and autonomy.

Let’s dig in👇

💰 OpenAI Takeover

💾 OpenAI and AMD strike massive AI compute deal

OpenAI and AMD announced a sweeping partnership to expand global supercomputing capacity and mark what the Wall Street Journal calls “a new phase of the AI boom.” The collaboration boosts OpenAI’s training and inference horsepower. It also positions AMD as the most credible challenger to Nvidia’s chip monopoly.

🎥 Sora 2 and the Sora app go mainstream

OpenAI’s long-awaited Sora 2 and app rocketed to #1 on the App Store within 48 hours. The AI video platform lets users create, remix, and share fully generated clips in a TikTok-like feed. It’s the first real test of whether AI-native entertainment can compete with traditional social media.

🪞 Altman’s hardware dream hits roadblocks

OpenAI and Jony Ive face delays on their screen-free AI gadget as engineers wrestle with privacy, compute, and design. The “always-on” assistant concept still lacks a clear interaction model. Even OpenAI’s hardware ambitions prove that some frontiers can’t be coded overnight.

🚀 New Moves

🧠 Anthropic names ex-Stripe CTO Rahul Patil as its CTO

Anthropic has tapped former Stripe engineering leader Rahul Patil to lead its technical strategy, signaling a push toward product reliability and developer ecosystems. Patil’s appointment comes as Claude expands into enterprise integrations and cloud partnerships.

🤖 Oracle launches role-based AI agents for enterprises

Oracle unveiled new AI agents inside Fusion Cloud apps, automating finance, HR, and supply chain functions. Each agent is trained for a specific role, from forecasting cash flow to managing hiring pipelines. It’s Oracle’s clearest shot yet at enterprise AI dominance.

🥋 Tesla’s Optimus robot shows off Kung Fu

Tesla’s humanoid robot Optimus stunned viewers with a new demo sparring in real-time combat. The robot balanced, reacted, and recovered autonomously, no remote control. Elon Musk says it’s proof Optimus is ready for dynamic, human-level motion and adaptability.

🧰 Tools of the Day

→ Ascend.io — Build and run agentic data & workflow automations
→ PromptSignal — Monitor your brand’s LLM visibility and optimize prompt reach
→ Sorce — Swipe right to let AI apply on your behalf

💡 Prompt of the Day

"Explain to a 10-year-old how Sora 2 creates videos using words, make it sound magical but accurate."

⚡ Quick Hits

→ Companies are having a hard time explaining the upsides of AI
→ Google releases PASTA, a model that learns your visual style preferences over time.
→ ChatGPT adds Instant Checkout, in-chat shopping powered by Stripe
→ Meta’s Yann LeCun reportedly clashed with leadership over new publication rules.

🧾 TLDR

OpenAI just redrew the AI map, AMD brings power, Sora brings content, and ChatGPT brings commerce. Oracle’s enterprise agents and Tesla’s agile bots show that agentic AI isn’t theory anymore, it’s strategy.

Catch you tomorrow,
David