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302 | ChatGPT 1B user milestone but slips below 50% market share, GLM 5.2 takes the lead in coding, Microsoft CoPilot Cowork now available, and more AI news for the week ending on June 19 2026

Leveraging AI · 2026-06-20 · 42 min

0:00--:--

Key moments - from our scoring

Substance score

45 / 100

Five dimensions, 20 points each

Insight Density13 / 20
Originality10 / 20
Guest Caliber0 / 20
Specificity & Evidence14 / 20
Conversational Craft8 / 20

This week saw significant shifts in AI competition and governance. OpenAI hit 1 billion monthly active users in 3.5 years - faster than Facebook, YouTube, or TikTok - but slipped to 46.4% global market share, down from just above 50% in May. Claude (Anthropic) is growing 10x faster year-over-year at 640%, now holding 10.3% share, while Gemini sits at 27.7%. OpenAI responded by launching a $150M partner network training 300,000 consultants by end-2026 with Accenture, McKinsey, BCG, and others; early deployments like Paycheque showed 80% reduction in payroll processing wait times. Microsoft and Anthropic made Copilot Cowork generally available with nine partner plugins (monday.com, Miro, Harvey, LSEG) and usage-based billing on top of licensing. Meanwhile, open-source models emerged rapidly: Cohere's North Mini Code, Moonshot's Kimi 2.7 Code, and Zifu's GLM 5.2 - with GLM 5.2 now ranking #2 on Arena.ai's coding leaderboard behind the temporarily unavailable Claude Fable, outperforming GPT 5.5 and Claude Opus 4.8. At the G7 Summit in France, Dario Amodei and Demis Hassabis called for US-led international collaboration on AI safety standards, while OpenAI faced subpoenas from multiple state attorneys general regarding user safety concerns with ChatGPT.

Key takeaways

  • →OpenAI's market share dropped below 50% for the first time as Claude experiences 640% YoY growth, signaling a three-horse race between ChatGPT, Gemini, and Claude with all other players under 5% combined.
  • →Microsoft Copilot Cowork is now generally available with usage-based billing and integrations to nine platforms including monday.com, Miro, and Harvey, making Microsoft's AI suite significantly more powerful for enterprise deployments.
  • →GLM 5.2, an open-source Chinese coding model with 1M token context window, now ranks #2 on Arena.ai code benchmarks, outperforming proprietary Western models like GPT 5.5 and available at significantly lower cost.
  • →OpenAI's $150M partner network plans to train 300,000 consultants by end-2026 through elite consulting firms, reflecting recognition that model capability is no longer the limiting factor - adoption and change management are.
  • →The US government forced Anthropic to pull Claude Fable and Mythos-5 from release citing national security concerns, triggering rapid emergence of competitive open-source alternatives within days.

Topics in this episode

Claude (Anthropic)OpenAI Partner NetworkGLM 5.2Microsoft Copilot CoWorkKimi 2.7 CodeNorth Mini Code (Cohere)Arena.ai code leaderboardSpaceX acquisition of CursorAnthropic Export Control DirectiveG7 Summit AI governance

Questions this episode answers

What is ChatGPT's current global market share and how has it changed?

ChatGPT dropped to 46.4% global market share by late May 2026, down from just above 50% in early May, marking the first time it fell below 50% despite reaching 1 billion monthly active users.

How fast is Claude growing compared to ChatGPT?

Claude (Anthropic) is growing 640% year-over-year, roughly 10 times faster than ChatGPT's 62% YoY growth, though Claude remains at 10.3% market share versus ChatGPT's 46.4%.

What is Microsoft Copilot Cowork and how does it differ from regular Claude?

Microsoft Copilot Cowork integrates Anthropic's Claude into Microsoft 365 (Outlook, Teams, Word, Excel, SharePoint) with access to Microsoft Work IQ context engine and partner plugins like monday.com and Miro, making it more powerful for Microsoft users than standalone Claude.

How does GLM 5.2 perform compared to major Western AI models?

GLM 5.2, an open-source Chinese model, ranks #2 on Arena.ai's code leaderboard behind Claude Fable, outperforming GPT 5.5 and Claude Opus 4.8 on coding benchmarks while offering a 1 million token context window at significantly lower cost.

Why did the US government force Anthropic to pull Claude Fable and Mythos-5?

The US Export Control Directive ordered Anthropic to suspend Fable and Mythos-5 citing national security concerns, citing that the models posed a real threat; Anthropic disputed this, calling it a narrow jailbreak similar to capabilities in GPT 5.5.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

13 / 20

The episode covers substantial ground on competitive dynamics (ChatGPT market share decline, Claude's growth, GLM 5.2 performance) and concrete platform developments (Microsoft Copilot CoWork, Omnigent, Eve framework). However, much of the content is surface-level news recitation rather than deep analysis. The host adds some practitioner perspective on change management and training approaches, but these insights are anecdotal and repeated multiple times rather than deeply explored. The episode prioritizes breadth over depth.

ChatGPT's global market share decreased below fifty percent for the first time...now forty-six point four percent...while Claude's year-over-year growth has been six hundred and forty percent, while ChatGPT's has been sixty-two percent. So ten X faster growth
the biggest benefits come when you train the actual people in the organization on how to implement AI themselves versus hiring consulting companies

Originality

10 / 20

The episode largely reports industry news and existing company announcements without offering novel frameworks or counterintuitive analysis. The host's perspective on training employees rather than hiring consultants is sensible but not particularly original. The observation about the expertise multiplier effect is drawn from Anthropic's published research. There is minimal contrarian or first-principles thinking; most arguments follow conventional wisdom about AI adoption and change management.

the problem is not the models. The problem is how you make an organization shift from all the different aspects, management, employees, board, everybody
model capabilities are no longer the limiting factor...All the models are good enough to do probably 80 or 90% of the knowledge work we're doing today

Guest Caliber

0 / 20

This is a solo news commentary episode with no guest appearances. The host (Isar Matis) discusses his own consulting experiences but does not feature any operators or practitioners with direct domain expertise or evidence of scaling work. This severely limits the episode's credibility and depth on the practical implementation claims made.

This is Isar Matis, your host
I'm working with multiple companies around the world, from small businesses to large enterprises

Specificity & Evidence

14 / 20

The episode excels at citing specific metrics, companies, and timelines from published reports and announcements. Examples include ChatGPT reaching 1B users in 3.5 years, Claude's 640% YoY growth, GLM 5.2's million-token context window, C.H. Robinson's 40% productivity gains, Vercel's agents reaching 50% of commits, and the Paycheque 80% reduction in wait times. However, some claims lack supporting data (e.g., the 26% of UK workers claim is presented without full context), and the host's personal consulting insights lack quantified results beyond anecdotes.

over a billion monthly active users in just three and a half years...significantly faster than any other platform in history. So Facebook took eight years...YouTube took eight years...TikTok took five years
Paycheque achieved 80% reduction in wait time and 30% reduction in effort for payroll processing

Conversational Craft

8 / 20

As a solo monologue episode, there is no real conversation or host-guest dynamic. The episode is structured as rapid-fire news delivery with topic transitions. The host does not challenge claims, engage in follow-ups, or push back on ideas in real time. While the host occasionally offers perspective (e.g., skepticism about government preparedness, concern about job displacement), these are assertions rather than productive intellectual tension. The format prioritizes coverage breadth over depth of inquiry.

The first topic I want to talk about is that OpenAI just reached a huge milestone
Staying on the topic of adoption and competition in this space, Microsoft and Anthropic finally made Microsoft Copilot Cowork generally available

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Most-used words

multiple19platform18openai17chatgpt17models17users16anthropic16back16microsoft15specific14claude14code14agents14data13organization12model12

Episode notes

Can a company reach 1 billion users before figuring out how to make money - and still dominate the future of AI? This week’s AI news cycle delivered a fascinating mix of milestones, competitive shakeups, enterprise AI breakthroughs, security concerns, and agentic innovation. OpenAI crossed the historic 1-billion-user mark, Microsoft opened Copilot CoWork to the masses, SpaceX made a massive move with its $60 billion Cursor acquisition, and new open-source challengers emerged to challenge the industry's biggest players. For business leaders, the message is becoming increasingly clear: AI capabilities are no longer the bottleneck. Adoption, governance, employee enablement, and operational execution are now the real competitive advantages. Organizations that successfully train their teams and embed AI into daily workflows are already seeing dramatic productivity gains and measurable business outcomes.

Full transcript

42 min

Transcribed and scored by The B2B Podcast Index.

Hello and welcome to a weekend news episode of the Leveraging AI podcast, the podcast that shares practical ethical ways to leverage AI to improve efficiency, grow your business and advance your career. This is Isar Matis, your host, and we had a very interesting week this week. Nothing crazy major happened, but lots and lots and lots of small things did happen, and we are going to talk about all of them in this show. So this is going to be more of a rapid fire beginning to end kind of session, but in bulks of specific topics.

The first topic we're going to talk about is the burning competition in the AI space and a few interesting things that happened this week. We're going to talk about AI security and governance as a big topic as well As it is becoming a bigger and bigger issue, we are going to talk about agentic platforms. Again, not surprising. I think that's gonna be a weekly thing from now till forever, or at least in the foreseeable future.

So we have a lot of things to cover, so let's get started. The first topic I want to talk about is that OpenAI just reached a huge milestone, which is reaching over a billion monthly active users in just three years after it has launched its platform, or three and a half years, if you wanna be more specific, which is significantly faster than any other platform in history. So Facebook took eight years to get to a billion users. YouTube took eight years to get to a billion users.

TikTok took five years to get to a billion users, and ChatGPT did this in about three and a half years. Now, that being said, Sam Altman is been very clear in the past few months that profitability doesn't seem something is even on the horizon. But with that being said, it is very unclear how OpenAI is actually going to become profitable. And if you want the quote from a few weeks ago from Sam Altman, who said, and I'm quoting, "No current plans to make revenue, and no idea how we may one day generate revenue."

And his plan is basically, once they reach AGI, asking the AGI to give them ideas how to become profitable. But what he's saying, that's not his worry. His worry is about developing better and better AI solutions to support humanity. And so when you hear this, when a company is growing to a billion users and still bleeding crazy amounts of money on the year they're on the verge of IPO, it is very interesting to see how the IPO is going to go forward.

We're going to talk a lot more about this as we hear multiple sides of the OpenAI story To me, the bigger story that nobody talked about when they were mentioning the one billion users, which is definitely impressive, is that they reached 900 million users and crossed that sometime in beginning of Q4 of last year. So they were growing significantly faster before, and they kind of plateaued since. And while one billion users is a huge milestone, it seems to be on the slowdown of adoption of ChatGPT specifically, uh, definitely not AI as a whole.

Now, to make it more specific, another big milestone happened this week, which is ChatGPT's global market share decreased below fifty percent for the first time. So in the beginning of May, which was the last time we got this number, they were just above fifty percent, and now the latest news at the end of May is forty-six point four percent global market in the AI space. That is still a huge lead over number two, which is Gemini at twenty-seven point seven, but it is definitely a shrinking gap from a percentage perspective.

And if you're wondering about where Anthropic is in that mix, they are at ten point three, seeing an explosive growth, but still from a market share perspective, significantly smaller than ChatGPT and Gemini. So Claude's year-over-year growth has been six hundred and forty percent, while ChatGPT's has been sixty-two percent. So ten X faster growth in percentages. Again, in total numbers, they are still significantly smaller, or not in total numbers, but in total percentage of global market share.

All this data is basically based on Sensor Tower report that just came out. Now, if you're wondering where are all the other players such as Grok from SpaceX, previously xAI, and Perplexity, and Meta, and DeepSeek, and all of those collectively account for less than 5% of the total AI assistant market space right now, which is basically telling you it's a three-horse race, and that's it. It is ChatGPT, Gemini, and Claude, And it is very obvious that in this race right now, ChatGPT and Claude from Anthropic are focusing completely on enterprise and businesses, while Gemini is still more focused on consumer, and they're slowly making moves into the enterprise space.

It wasn't like a code red like happened in ChatGPT a few months ago at the beginning of the year where they flipped everything they did, and then they canceled Sora and took very clear actions to push Codex and focus on enterprise and code usage. By the way, the Tuesday episode this week is going to be how to use Codex for things that are not creating code, which I think you will find a lot of value in if you did not jump ship yet to the Claude universe and you're still in ChatGPT and just wanna grow in the agentic direction, or if you have moved to the Claude universe and you're considering what's happening on the OpenAI side, it will definitely open your eyes on how much progress they made with Codex.

But back to the news, another thing that OpenAI is doing right now to aggressively push their dominance or their market share in the enterprise space, they just announced that they're launching a partner network, and they're investing $150 million in that. So on June 14th, they announced OpenAI partner network and that they're going to be investing, like I said, hundreds of millions of dollars to help enterprises move beyond AI pilots into real-world impact. They are in the process of training 300,000 consultants by the end of 2026.

That's a very aggressive timeline. The network launch partners are the elite of the elite. It's Accenture, Bain, BCG, Elisei, uh, McKinsey, PWC, all the obvious suspects. And the goal is to create a huge capacity to help and implement AI across different companies around the world.

The partners progress through select, advanced, and elite tiers based on their sales performance, technical capability, deployment experience, and with specific specializations in different areas such as Codex, cybersecurity, AI agents, et cetera. So it is an entire training program that is designated to help other companies, again, consulting companies help other businesses implement specifically OpenAI's platforms in a successful way. They've shared multiple success stories with, for me, the most exciting and impressive one is In early deployments, Paycheque achieved 80% reduction in wait time and 30% reduction in effort for payroll processing.

That is very significant. And I can tell you from the work that I am doing with companies, so I'm working with multiple companies around the world, from small businesses to large enterprises and holding companies and helping them implement AI through multiple platforms, not specifically OpenAI, and the benefits that I'm seeing are incredible. And the biggest benefits come when you train the actual people in the organization on how to implement AI themselves versus hiring consulting companies to do it for you.

Now, I'm not saying there's anything wrong with hiring consulting companies, but the benefit of having employees from multiple departments know how to do this themselves is a huge benefit because they themselves are the people doing the work. They understand the pain points, they understand limitations, they understand the exact processes, and their ability to create magic is absolutely incredible. And again, I'm seeing this time and time again. I just did a workshop this past week to a large organization.

This was the second workshop in two weeks, for the same organization. And between these two workshops, one of the people came and developed an incredible dashboard that takes together information from multiple sources and is going to dramatically improve their efficiency and reduce the amount of fees they're currently having and improve their cash flow by being able to deliver what they're delivering in a more effective way, taking into consideration multiple priorities and data points.

He did it on his own, and he did it a week after the first training that he got before the second training. And the reason he was able to do this is the fact that he understands exactly what the pain points are, he understands the data, and he understands what benefits he can gain by doing very specific things and getting into specific insights, which will be very hard for a consultant to understand. I mean, it's doable, but the consultant will have to interview, review, and create programs and plans and do a lot of things that are just overhead when the people doing the actual work just understand what's going on, and they can do this very effectively if they are taught how to do this, which is exactly what I'm doing.

And so I highly recommend to you, if you are looking for ways to accelerate and improve the efficiency of your organization, don't miss out on this really incredible technology. And come and find somebody, it doesn't have to be me, but to train your actual people on how to implement AI effectively, because the results are life-changing. It is really very, very different than anything we've seen so far. But now back to the news.

And back to OpenAI and why they're doing what they're doing, which relates back to something you heard me say multiple times in this show, is that OpenAI themselves has stated that the model capabilities are no longer the limiting factor. I've been saying this for at least a year now. All the models are good enough to do probably 80 or 90% of the knowledge work we're doing today if you know what you're doing, if you can connect your data effectively and securely, et cetera. And so this is exactly why they've established this group or this partnership program, so they can have other people help companies solve that, including change management at scale, including driving adoption, including all the things that are not related to how powerful or capable the model is Staying on the topic of adoption and competition in this space, Microsoft and Anthropic finally made Microsoft Copilot Cowork generally available So following the initial preview launch in March of 2026, during this preview period, just a handful of companies, when I say a handful, it's over half of the Fortune 500 companies, but we, the common people, did not get access, to that, got access to Copilot CoWork, which making it per Microsoft, the fastest feature in Microsoft Frontier program ever.

And they're claiming that they're seeing significantly high user satisfaction from this platform. Now, those of you who don't know what Copilot CoWork is, it's basically taking Anthropic's CoWork, which is the platform that I've been using most and the platform that I've been teaching how to use, and connecting it inside the Microsoft 365 universe, which makes it extremely powerful. So all the things that you can do in the regular CoWork, you can do right now inside the Microsoft environment, enjoying the security and data access that the Microsoft environment provides.

It connects together Outlook and Teams, Word, Excel, SharePoint, and the agentic capability connects to Microsoft Work IQ context engine, which allows you to understand what's happening in the organization from multiple data sources. So while I think Claude CoWork is an incredible platform, literally the most powerful tool I've ever used, Microsoft Copilot CoWork should be even more powerful if you are in the Microsoft environment. And as I mentioned, it is now generally available.

So the courses that I teach and the workshops that I do for companies that focus specifically on that will allow you to do incredible things if you are not in the Microsoft world, but be even more powerful if you are in the Microsoft universe, which is very exciting for Microsoft users, it is very exciting for Anthropic, and it is very exciting for me because it is a really truly amazing process to see the transformation in companies that learn how to use this effectively. Now, in addition to the release, they introduced new partner plugins with nine immediately available, including monday.

com, Miro, Moody's, N06, Harvey, LSEG, Morningstar, S&P Global Energy, and Teams Maestro. And there are more coming from Adobe, Atlassian, Box, Canva, and more. So in addition to being able to connect to the Microsoft environment, you'll be able to connect to more or less everything in your tech stack, either already or in the immediate future. Now, this new tool, as expected and sadly, comes with usage-based billing versus just the license billing.

So you still need to have a subscription license to Microsoft Copilot 365, but you also are going to pay per usage for using Copilot. This is similar in all the enterprise platforms that are out there, which adds up relatively quickly, which means, again, if you learn how to use this effectively and use tokens wisely, you will be able to get better results while spending less money. Staying on the changes of the competitive landscape, SpaceX just agreed to acquire the AI coding platform Cursor for $60 billion in a stock deal just a few days after SpaceX historic largest ever IPO.

Now, this deal is not new. It was on the table for a while. There were discussions and talks about different numbers, for a few months now, so it's not new news, but the fact that it is now happening is definitely news. The acquisition cost, as I mentioned, is going to be $60 billion.

Now, SpaceX IPO stock price was $135. They just crossed 200 in pre-market trading, adding nearly one trillion to the valuation since the stock became public. And it is, just 16 times Cursor valuation just in the past week and a half. This comes at the tail of very significant changes that were happening in xAI that then became a part of SpaceX.

So all 11 xAI co-founders, other than Elon Musk, departed by the end of March of this year, with Musk himself admitting that xAI was, and I'm quoting, "Was not built right first time around and requires rebuilding from the foundations up." One of the main things that Elon was trying to push in the past few months is better coding capabilities inside of X, and now he's going to get it because he now has Cursor, all of its IP capabilities and engineers as part of his companies.

Now, I mentioned to you before, I think SpaceX will probably play a much bigger role in the hardware side of the AI race versus the software side of the AI race. But this move and investing 60 billion, which again is a drop in the ocean compared to the current valuation of SpaceX, especially that this is a stock-only deal, meaning they're not exchanging any cash, is going to allow SpaceX to be significantly more active and impactful in the software side of the AI race Now I want to talk about additional aspects in the race, but it is actually the impact of the US government stopping Claude Fable and Mythos-5 from being released to the world, or actually not stopping it from being released, but it was released and then pulled back three days later.

And what happened in the following week and a half is We got a handful of extremely powerful open source models that are becoming a real option for companies who want to adopt advanced AI. So within a few days from the pullback of the latest models from Anthropic, we got new models from Cohere, Moonshot, and Zifu all back to back. So a quick reminder, on June 12th, 2026, the US government via Export Control Directive has ordered Anthropic to suspend Fable 5 and Mythos 5 for all foreign nationals.

Since this is very, very hard to do, they just pulled it from everybody. So we all had, or if you're an Anthropic user like me, we had access to Fable for a few days, and then it will pull back, And now we're back with 4.8.. And that's despite the fact that Anthropic has disputed the severity of what the government has called as a big issue.

Anthropic said it's a narrow, non-universal jailbreak, and that it is very similar to the capabilities in models like OpenAI GPT 5.5. That didn't help them yet, Even though in latest answers to reporters in South Korea, Anthropic's Chris Cloris said that he believes or he's confident that the model will return in the next coming days. But back to the open source models, between June 9th and June 13, several open weight coding models rapidly emerged as direct alternatives.

So Cohere launched North Mini Code, which is under an Apache 2 license. Moonshot released Kimi 2.7 Code, and Zifu introduced GLM 5.2.

Now, before we dive into all of them, the most impressive one is GLM 5.2, which now ranks number two on Arena.ai Code Arena front-end leaderboard. So this is, we talked about this many, many times.

It's a leaderboard that is based on actual people using the platform, doing a blank test. So you give it a prompt, you get two results, and you pick the one that was more helpful to you, and they are now ranked second only to the now not available Fable model from Claude. And then it is actually better than Opus 4.7, 4.

8, and GPT 5.5 on that platform. So this is an open source Chinese model that on its max settings is outperforming every available Western closed source model in code generation. This is very, very significant.

So a little more about this model. It has a one million token context window that they're saying is not just a number on paper, but actually battle tested in actually using this context window for large scale code operations. This is a 5X increase from GLM 5.1, which had a 200,000 context window limit.

This is, again, a very significant from the capabilities it provides. It is doing extremely well on all the coding benchmarks. It is only four points behind Claude Opus 4.8 and outperforming GPT 5.

5 as an example on Frontier SWE, which is one of the key benchmarks that platforms are being tested on when it comes to writing code. It comes with flexible level of thinking, so you can adjust or it can adjust on its own the effort levels balancing between the performance you need and computational costs. And it is significantly cheaper than its Western competitors In addition, Moonshot AI launched Qimi 2.7, which is an extremely powerful open source coding focus agent model designed for long-term horizon software engineering.

Another tool to do the same thing. It is reducing the thinking tokens compared to their previous model by approximately 30%, which means you are going to get faster responses and pay less for cost because you're using less tokens.. It comes with a 256,000 context window, and it has a 400 million parameter vision encoder for multimodal, meaning you can input text, images, and videos in order to get it to write the code that you need, and it will understand all these inputs equally well.

This model is also significantly cheaper than the competition. You can use it via Kimi Code on their platform with plans from $15 to $159 per month, or you can use it on the API where the billing is 95 cents for a million input tokens and $4 for a million output tokens. This is not an order of magnitude cheaper than the Western models, but it is still significantly cheaper than the Western competition. So lot - so a lot is happening from a race perspective.

But now let's talk a little bit about data security that we mentioned already. As I mentioned, the US government forced Anthropic to pull back its latest models, saying they are a real threat to national security. In addition, we know that Anthropic themselves said similar things about their model while developing Operation Glasswing, where they released it to a few companies to help patch the vulnerabilities that the model can find. And we've heard Dario Amodei and Demis Hassabis both saying that we're running too fast and they wish we could slow down.

the G7 Summit has taken place last week in France, and all the big players were there, including Dario Amodei and Demis Hassabis and Sam Altman and a few other players, together with government leaders from the top seven countries in the world. And there were a clear call for international collaboration in order to define specific standards and safety measures for AI security. The two leading voices were Dario and Demis Hassabis saying that they really think there needs to be a US-led international collaboration to monitor and define how to progress AI development in a safer way.

Dario also spoke about how to exclude China from critical hardware and chip components as part of the effort to keep the world safe in a future where AI is so powerful. He said that multiple times before. This is not new. He also emphasized that there needs to be a cooperation to address AI risks in cyber, bioterrorism, and intelligence sectors.

Sam Altman pushed for a similar thing, and he said, and I'm quoting, "An international forum for discussion that establishes globally accepted standards for testing, provides experts an impartial analysis of capabilities and risks, and serves as a venue for cooperation among nations." So not too specific, but definitely in the same direction. From a government collaboration perspective, French President Emmanuel Macron urged the US not to monopolize cutting-edge AI, basically criticizing the export control on anthropic models as a strictly nationalist reaction.

He also discussed the trusted partner scheme for non-US nations to access advanced US models, basically saying, "We are behind. We understand we are behind, but we don't wanna be left completely behind, so please give us access to the models that you develop, even if you think that we shouldn't get access to them." Again, I don't know how this is going to evolve. I said that multiple times on this show.

I truly, truly hope, pray, call it whatever you wanna call it, that there will become a large international collaboration involving the leading development labs and governments and academia to figure out how to progress AI in a safe way for humanity. And I'm not just talking about cybersecurity safe. I'm talking about all the big issues. What happens if there's 30% unemployment five years from now?

How do we handle that? What happens to money if it becomes a bigger issue from a cash availability perspective? What happens to so many other aspects, education that we take for granted right now? All of that has to change, and I think an international group that focuses on that with a lot of resources and a lot of smart people is the right way forward.

Staying on the security of AI side of things, OpenAI received subpoenas from multiple states' attorney generals investigating user safety concerns with ChatGPT. This comes just a few days after the company filed for its highly anticipated public offering. Many of these cases are known. Such a Canadian lawsuit alleges ChatGPT encouraged her daughter suicide decision.

Florida's attorney general sued after two separate shooting cases where alleged gunmen consulted with ChatGPT during the crime's planning OpenAI also faces scrutiny over how it uses health data and personal information, plus allegations that ChatGPT allegedly offered encouraging words to users considering self-harm and criminal acts. So it doesn't look great from OpenAI's perspective, especially when they're coming into this, again, highly anticipated IPO. That being said, I don't think that is going to be significant enough to slow the IPO down or reduce its probably extremely high valuation.

I don't think that ChatGPT from that perspective is different than most other models. And going back to my previous point, I think we need an international government intervention in order to verify specific aspects and capabilities of these models before they can be released to the public. That raises an even bigger picture of what happens with the open source models that, as we mentioned earlier, are taking a bigger share and providing better and better capabilities that are now, in many cases, aligned with the most advanced closed source models.

Now, the third topic I wanna give you a quick brief about is new developments in the agentic universe. The first news comes from Databricks, who open sources Omnigent, which is an open source meta harness that standardizes how multiple AI agent frameworks from Claude Code, Codex, Py, OpenAI agents, custom SDKs work together. So the tool is built to address the aspect of you don't have to be tied in into one platform. You can develop multiple agents in multiple tools where they have better capabilities and use Omnigent in order to create a unified interface to allow to develop governance, composition, coordination, and collaboration across all the existing harnesses and build a more robust, more capable, more flexible overall solution.

In addition to connecting between the different platforms, it also connecting across all the different interface capabilities. So a single session can synchronize across terminal, web user interface, desktop, mobile, and APIs simultaneously, replacing the need to jump and copy and paste between multiple tools that you're using at the same time. Omnigent also comes with contextual policies at the meta harness layer rather than through specific prompts, which means you can pause an agent after a special specific spend or when the output is not aligned with whatever guidelines you define, regardless of which platform it is coming from, giving companies who are doing this already, meaning running and developing agents across multiple platforms, a lot more controls, both from a spending capability as well as from a data security perspective.

And I think this is going to be a highly needed capability in the very near future for more and more companies. And I have a feeling Omnigent is not the last tool that is doing this that we're going to see. I will be extremely surprised if the labs themselves do not allow to use some of their platforms to manage agents from other solutions because it will become a necessity, and then not allowing this will just mean that people will go to third-party platforms versus using your platform, which means you're using control, knowledge, data, and a lot of other things.

So I don't think this is the last one, but it is definitely a very interesting step in a new direction that was not available as a unified tool before. Staying in the same topic, Vercel just launched Eve, which is an open source agent framework that is designed to simplify the building, running, and scaling of AI agents by intr- by integrating production-ready features directly into the framework Now, as part of this release, they shared something that is not surprising and yet very interesting with how fast it's evolving.

AI agents now account for more than half of all commits on Vercel's platform. This was less than 3% at the beginning of this year. So in the beginning of 2026, Vercel saw practically no agentic commits, and now it takes more than half of the commits on the platform. Now, Eve includes basically all the components you would expect to allow people to develop and run agents, so execution capabilities, sandbox compute for security, human-in-the-loop approvals, sub-agents for delegation, and a built-in evals and testing quality assurance level built into the platform.

Now, this entire frameworks allows agents to be deployed as regular Vercel projects supporting various channels such as Slack, GitHub, Snowflake, Salesforce, Notion, Linear, Discord, Teams, Telegram, Twilio, and many others, which again, I think a lot of people that are already using Vercel, and there are millions and millions of people doing it, I'm using it for several of my deployments, will see a benefit in. Now Vercel themselves have been using the platform now internally.

They're running over 100 agents on the Eve platform, which include things such as data analysis, which runs more than 30,000 questions every single month, an autonomous sales development representative that is returning 32X its annual cost of $5,000, a sales cockpit, a support engineer that is now solving 92% of internal tickets on its own, content agents, et cetera. So all of these are developed and running inside the Vercel environment, providing very obvious value to anybody who is using them.

Staying on the topic of features that enable more advanced functionality, but this one is relevant to a lot more people, is that OpenAI has rolled out a significant update to the ChatGPT ability to schedule tasks. This new enhancement aims to make scheduling more robust, reliable, and user-friendly than the functionality they had so far. The idea is obviously to take a set of instructions, a prompt, and schedule it on whatever schedule you want. The update is already available on Go plus Pro business and enterprise users.

And there is now a scheduled page within the ChatGPT sidebar that is providing a hub, if you want, for users to view, pause, edit, and delete activities and tasks that are assigned to a specific timeframe to be scheduled. This is very similar, and not surprising, to what Anthropic already has. At the same time, OpenAI is sunsetting its Pulse feature, which was a personalized daily summaries feature, which I know a lot of people liked. I personally did not use it, but I know a lot of people who do, and I think they're sunsetting it because of two reasons, but the biggest reason is something we talked about multiple times.

They are truly focusing right now on enterprise, and this is a personal feature that is taking a lot of tokens and not generating any revenue for them, and hence it is going down very similar to Sora. Now, if you're wondering what is this leading to, I found an interesting few articles that showing what is the transformation looking like at companies who started it early and that are going all in on it. A great example is C.H.

Robinson, which is a third-party logistics giant that has been seeing its stock surge over one hundred percent in the past year following a significant AI transformation that they've been going through. The company now leverages more than 30 specialized AI agents that executes millions of shipping tasks, with coding agents handling one hundred percent of transactional quotes in approximately 30 seconds, a task that previously took human employees up to 20 minutes for only 60% of the quotes..

The company's Lean AI strategy, that's how they're calling it, has led to over a 40% productivity growth since 2023 and reduction of its employee count from 15,000 plus to just less than 12,000 at the end of 2025, and I assume the trajectory is still going on. Now, if you want another example, Amazon has been talking about the fact that AI will be used for task augmentation and not replacement. And yet the latest rumors are saying they are going to avoid hiring over six hundred thousand workers between now and twenty thirty-three due to increased robot deployment, with internal documents suggesting a goal to automate seventy-five percent of all of its operation.

This is an extremely aggressive automation strategy. It could save Amazon potentially twelve point six billion dollars from twenty twenty-five to twenty twenty-seven at approximately thirty cents per item, which probably will not go to us and will go to the bottom line of Amazon. Now staying on the topic of what AI is going to do to employment, and in this case, not a projection, but more of a survey. A new report from GMB Union reveals that nearly half, so 48% of UK workers fear AI will eliminate their jobs even as employers increasingly integrate AI tools into their daily tasks.

Now, the anxiety of these employees are compounded by their concerns over workplace monitoring and recent high-profile layoffs that are happening left and right By the way, while 48% think that their job is at risk, 58% believe AI will lead to job losses within their workplace. Combine that with the statistics that close to one-third, so twenty-nine percent of UK employers have introduced AI tools with twenty-six percent of workers reporting AI is now performing tasks they traditionally handled.

These numbers sound really high to me. I mean, not the fact that 30% is now using AI. That's pretty obvious. I think any person you ask right now if they're using AI at their work, most people will say yes.

I hear that every single time I speak, every single time I meet with companies. But the question is how they are using AI. But the second number, that 26% of workers say that AI is doing tasks they previously performed sound extremely high to me. Unless, again, these are very simple, straightforward tasks that like researching things or fetching information or saving files in specific places.

I don't think we are still in the full wave of agentic tools and capabilities in companies. Again, I meet with companies every single week, and I learn what their needs are and where they are in the journey, and most companies are not there yet when it comes to implementing true, full-fledged agentic tools and processes. And this is coming though, which means these numbers and the concerns and the outcomes are going to grow significantly in the next 12 months. Now, the government has issued a response to that, but I don't think they really understand what's coming, and I don't think they actually have any answers.

Their statement that came from UK Technology Secretary Liz Kendall has pledged that the Labour government will ensure AI will, and I'm quoting, "Work for all workers and will not abandon those whose jobs are lost to automation." Now, while that statement sounds really great, I haven't heard any plans from anybody, by the way, not just the UK government, I'm not picking on them, on how to handle this situation and what will the world do? What will governments do? What will the economy be doing if there are double digits and maybe not just starting in the teens, but maybe 20, 30% unemployment in the next few years in the Western Hemisphere and later on beyond, starting with knowledge work, and then as robots come in, any kind of work, nobody has a solution.

So I really hope, again, that things like what was pushed in the G7 summit this week to have an international body starting to think about this and come up with ideas on how to prep for the future will help us gain the benefits of AI, and there's huge benefits to be gained. Again, I see this every single day working with companies, and hopefully avoid or at least reduce the negative impacts that it can have. Now staying on employees and how they feel and how they use AI, a very interesting research came from Atlassian, uh, this week.

Where they said that nearly all knowledge workers are using AI at work and openly discussing it, yet those who disclose their AI use face severe professional consequences Those who say that they use AI regularly are 10 times more likely to be defined as lazy and 24% points less likely to be recommended for high visibility projects. So what's happening right now is, again, 94% of US knowledge workers report using AI at work, and roughly 75% are vocal about their usage to their managers and peers.

And yet the stigma of those is that these people are lazy, and that's why they're using AI. The reality is exactly the opposite, obviously, or maybe not exactly the opposite. I assume there are people who are using AI because they're lazy, but people who learn how to use AI effectively just becomes significantly more productive and can do much, much, much bigger, more important work than they were able to do before learning that. So while this is the reality, the culture of it is very problematic..

And this goes back to what we said in the beginning, that the problem is not the models. The problem is how you make an organization shift from all the different aspects, management, employees, board, everybody, and go through a true change management process to allow this to trickle the right way and the most effective way into your organization. In this test that was run by Atlassian, that when workers learn that their honesty about AI gets them labeled as lazy, they just become silenced and quiet.

Meaning, instead of having an organization that learns from the visibility of different employees on what other employees are doing, they are just preventing the learning and the scaling across the organization, which is a huge loss. In the organization that I work with, we actively share wins and show projects and how they work to more and more employees to get them excited, to show them what's possible, show them and prove to them that they can do this as well because their peers are doing it.

Not an external consultant comes and does the work, but every single person in the organization can generate these transformational changes for their organization. And if you are causing people to be ashamed or scared of sharing that information, that obviously leads to exactly the opposite result, where you may get into trouble and you won't share that, and you won't do the right things just because you're trying to avoid the stigma that comes with using AI. Sticking with the same topic, and this something that could have been the major topic of this episode, and I seriously considered it, Anthropic just released another report from their economical research based on Claude code usage.

So they looked at over 400,000 sessions from October 2025 to April of 2026, and the study found that professionals across all occupations achieve comparable success rate with the gap between intermediate and experts users being modest. Which basically suggests that the knowledge on how to use AI is less important than the domain expertise that these people hold. defined what they call the expertise multiplier effect expert, which the people who were labeled that triggered 2.4 times more Claude actions and 5X more outputs per prompt than novice users.

So 12 actions versus five actions, 3,200 versus 600 words. That's demonstrating that domain knowledge directly amplifies the agent productivity and autonomy. Now, some interesting numbers that came out of it from the professional users, 70% of planning decisions, basically what to build, was made by the experts, while Claude makes 80% of the execution decisions, basically how to build what needs to be built, with the typical session containing about four turns and Claude executing 10 actions per user prompt.

That's the average. Now, something that I've noticed and something that I've been working with the clients that work with me is what I call judgment. And I think judgment applies to two different things in a very important way. One is picking the right projects to develop, the right use cases, right?

You can use AI to help you score and whatever, but at the end of the day, the people in the company with domain expertise will have a better understanding than the AI of what is going to be more valuable to the company. The other part of judgment has to be with the decisions in directing the AI in which direction to go. I agree 100% that I spend a lot more time in the planning decisions than the execution, but I think I push back on what the AI suggests about 50% of the times.

And it doesn't always push back. Sometimes it's just asking clarifying questions or fine-tuning specific things the AI suggests. But this is the level we are right now. You have to be a part of the process.

Now, if it's something small and quick, maybe not a big deal. But if it's something significant, if you question the AI and if you get clarifications and if you ask for pros and cons and you help make the decisions, you're going to end up with a better output. And what they said, if you want the bottom line of this, is that the modest gap between intermediate and expert versus the really big gap between novice and intermediate basically tells you that if you get most of your employees or enough of your employees from novice to intermediate, you will gain the most benefit with the least amount of effort, which is exactly what my courses and my workshops focus on.

And again, I can tell you from a first-person perspective, there is a huge value in teaching people with domain expertise how to build these agentic flows, and there's huge value in building the right scaffolding for them to do it in a safe and effective way while giving them access to the right data and the right company tools in a self environment where they can connect and get the data they need one way or another, and there are multiple technological solutions for that. But this survey, this research just proves that the biggest gain is not to build a few high-level experts, but to build a wide range of mid-level, intermediate level users that can do most of the effort and drive the company forward from a AI implementation perspective.

That's it for today's news. We covered a lot. There are a lot of things happening almost every single day. There are more news, and if you wanna see them, sign up for the newsletter.

There's always very important stuff there. We add information from additional sources. We add summaries from what we talk about in the weekly AI Friday hangouts that we have as a community, which you're all welcome to join. And we will be back on Tuesday with another how-to episode.

In this case, as I mentioned, In this case, showing you how to use ChatGPT Codex in order to do knowledge work that has nothing to do with writing code. So come and join us on Tuesday, and until then, have an amazing rest of your weekend.

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