Resources:
Join the discussion: Got something to say? Let us know on LinkedIn and network with other AI leaders
Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup
Connect with Jordan Wilson: LinkedIn Profile
Start Here Series in our Inner Circle Community: Join for free access
AI Strategy Shifts: Revenue Models and New Entrants
In early 2026, established industry leaders and newcomers are redefining AI strategies, with major implications for business stakeholders seeking competitive advantage and operational efficiency. OpenAI, for example, clarified confusion about its revenue approach, emphasizing its selective value-sharing deals in sectors like pharmaceuticals and banking. Contrary to widespread headlines, OpenAI is not claiming a portion of every enterprise client’s profits; instead, it forms targeted partnerships where the upside of potential breakthroughs—such as discovering a new drug—literally justifies specialty access and recurring royalties. This approach alleviates upfront capital constraints for high-compute projects and aligns incentives for sharing future revenue, offering important opportunities (and limitations) for firms involved in large-scale innovation.
Competitors such as Google’s Isomorphic Labs have implemented similar multibillion-dollar revenue-sharing strategies with drug makers, confirming that value-sharing is rapidly becoming a best practice for AI monetization in high-value, high-compute fields.
AI Integrations in Productivity Tools: Anthropic’s Claude for Excel
Direct AI integration in mainstream productivity tools is accelerating. Anthropic’s recent Claude for Excel expansion—now available to all Pro subscribers—demonstrates the practical advancement of embedding advanced models directly into daily workflows. Notably, Claude now supports multi-file drag and drop, avoiding accidental overwrites, and offers automatic context compression for extended work sessions. These features specifically raise the bar for financial analysis, collaborative data editing, and complex business modeling—especially when compared to the less predictable results and limited transparency from other providers’ model architectures.
The new Claude Excel add-in allows users to leverage state-of-the-art language models inside familiar interfaces, significantly lowering the barrier for advanced analytics. As Excel remains a core business platform, decision makers can realize immediate value by streamlining analysis, reducing errors, and keeping sensitive operations within company-approved environments.
AI in Healthcare: Amazon and Industry Expansion
Healthcare AI is surging, as evidenced by Amazon’s launch of Health AI services for One Medical subscribers. Amazon is now offering 24/7 personalized health guidance, lab result explanations, appointment booking, and image analysis through AI assistants—representing a major step in operationalizing patient engagement and compliance. This rollout complements a broader wave of AI healthcare assistants recently announced by OpenAI, Anthropic, and Google, each targeting both the consumer and clinical markets.
This expansion signals a growing expectation that AI will not only augment, but directly interface with, confidential health and medical data. For organizations operating in healthcare, insurance, or wellbeing sectors, the operational takeaway is clear: AI-enabled services will soon become a baseline expectation, and competitive differentiation will require responsive adoption and rigorous compliance.
Personalized AI Search: Google’s “Personal Intelligence” and User Data
Google’s opt-in “personal intelligence” feature, exclusive for AI Pro and Ultra subscribers in the US, allows its Gemini model to access personal Gmail and Google Photos data for context-specific recommendations in Search, such as trip planning, tailored shopping, and creative suggestions. This expands search from generic inquiry response to actionable, personalized results driven by a user’s unique context.
Business stakeholders should note that this level of secure, opt-in contextualization will drive user engagement and platform loyalty. It also illustrates a maturing user preference—trading selective privacy for precise utility—provided transparency and data controls are clear.
Monetizing AI User Bases: OpenAI’s Pay-Per-Impression Ads in ChatGPT
OpenAI is piloting ads in ChatGPT, starting with select advertisers ahead of a global rollout. Uniquely, OpenAI will charge on a pay-per-impression basis, not pay-per-click, positioning itself to capitalize on its massive active user base (nearly one-tenth of the world’s population). Free and low-cost ChatGPT Go subscribers will experience ads embedded at chat response footers, with a cautious, transparent labeling approach.
Advertisers and product leaders should watch this closely: conversational AI ads can yield highly relevant placements and intent-driven targeting, potentially outperforming traditional search ads in both relevance and conversion. Enterprises should prepare for new content, compliance, and creative demands as conversational ad formats scale.
AI in Education: Classroom Partnerships by Anthropic and OpenAI
AI education initiatives are ramping up globally. Anthropic’s collaboration with Teach for All brings Claude and AI fluency courses to 100,000 educators across 63 countries, embedding teachers as co-creators in AI integration. Simultaneously, OpenAI’s “Education for Countries” program partners with governments and universities, focusing on large-scale, measurable impact and offering tailored AI deployments, research, and workforce-aligned certifications.
These moves signal that sustainable AI adoption in education—and therefore the workforce—requires early, hands-on teacher engagement alongside student access. For organizations in edtech, learning, or workforce development, aligning with institutional AI programs will shape the next generation’s skills and technology preferences.
Apple’s Gemini-Powered Siri: Accelerating the AI Platform Race
Apple’s long-awaited AI entry is entering public demonstration stages, with a new Gemini-powered Siri and a companion “Campos” chatbot positioned for public and developer release by mid-2026. Unlike previous “bolt-on” integrations, this deployment will use Google’s Gemini model under a multiyear deal, embedding advanced assistant capabilities deeply into iOS, Mail, Photos, Music, and development tools.
Apple’s phased rollout highlights a pragmatic pivot—from proprietary efforts to robust external partnerships—and signals a normalization of third-party AI engines inside core consumer and business platforms. For application developers and digital product managers, future AI differentiation may depend as much on rapid integration and user experience as on model ownership.
Conclusions: Prioritizing AI Strategically Across the Enterprise
This wave of AI developments—from tailored revenue models and in-app productivity assistants to healthcare, personalized search, new advertising formats, education initiatives, and flagship partnerships—sends a strong signal: enterprises must rapidly evaluate where to participate, integrate, or pivot. Each new tool and monetization path represents immediate, actionable opportunities or risks for market placement.
The interconnected trends in this week’s developments reveal critical inflection points for business: negotiate value-sharing where appropriate, assess AI tool integrations for operational efficiency, monitor regulatory and privacy shifts, and engage early in sector-wide partnerships that will drive long-term brand and user loyalty.
To stay current and extract measurable value, organizations need to look beyond the headline announcements and map each AI shift to specific business outcomes, workforce skills, and customer experience expectations.
Topics Covered in This Episode:
- OpenAI New Revenue Model and Value Sharing
- Anthropic Launches Claude Excel Add-In
- Amazon Unveils Health AI for One Medical
- Google Gemini Powers Personalized Search Integration
- OpenAI ChatGPT Ads Rollout Details
- Anthropic and OpenAI AI in Global Education Push
- Apple AI Siri Beta with Google Gemini
- Apple Campos Chatbot and iOS Integration
- Runway Gen 4.5 Image-to-Video Upgrade
- Shopify Adds 4% Fee for ChatGPT Checkout
- Google Gemini Ultra for Workspace Business Accounts
- Meta Superintelligence Labs Internal AI Model Release
Episode Transcript
Jordan Wilson [00:00:18]:
Most AI tools that analyze sales or customer support calls turn those conversations into a text based transcript, but text only transcripts miss most of the value, and Modulate fixes that. Modulate's new Velma voice native AI model and their ELM technology actually understand what's happening on those calls. It picks up the valuable tone, timing, emotion, and intent that all AI transcription tools can't provide. So whether it's for sales, customer support, or voice agents, Modulate's new Velma model helps you capitalize on what text only AI tools miss. Demand more from your AI today with Modulate at modulate.ai. OpenAI caused some confusion this week as vague headlines led some businesses to believe that ChatGPT would cut into their profits. Anthropic may have beat Microsoft at its own game as they finally released their highly anticipated Claude Excel extension to all paid users. And after sitting out the first three years of the generative AI race, apple is reportedly ramping up to actually compete in 2026, but with Google's help.
Jordan Wilson [00:01:34]:
And we have some more details on that. All right. If you miss anything in the AI news world this week, I get it. It's hard to keep up. You can spend hours literally every single day just trying to extract the important information that's gonna help you grow your company and career, or you could just tune in on Mondays as we do that exact thing for you. So welcome to Everyday AI. My name is Jordan Wilson, and this thing's for you. Everyday AI is a daily livestream podcast and free daily newsletter, helping business leaders like you and me keep up with all of the nonstop AI announcements, advancements, and updates, make sense of them all to grow our companies and careers.
Jordan Wilson [00:02:17]:
So like I said, most Mondays, we do our AI news that matters, kind of series. We've been doing it for a couple of years now. So maybe if you just need to know the new updates every week, Monday is your day, but we do this Monday through Friday. So, as another FYI, housekeeping, our inner circle is live. We are slowly rolling out access. So, yeah, keep keep an eye on your email inbox, as we continue to roll out access for, our free community and our updated prime prompt polish prompt engineering course. Alright. Enough chit chat.
Jordan Wilson [00:02:51]:
Let's get into the AI news that matters for the week of January 2026. And first, it's a big one. OpenAI is not taking your money, even though a lot of people got a little confused, read some headlines, and started to believe this. So OpenAI is reportedly focusing on an updated revenue model, which led to some confusion and many people just kind of blowing it out of proportion. So here's what happened. OpenAI's chief financial officer, Sarah Friar, said in a recent interview that OpenAI is considering licensing agreements that let it share downstream revenue from customer successes rather than relying solely on subscription and API fees. So the centerpiece of the idea is that if a partner uses OpenAI's technology to develop a product, for example, a new drug, OpenAI could receive royalties on sales or take an equity stake in the discovery itself. So the strategy is motivated reportedly by scale.
Jordan Wilson [00:03:55]:
OpenAI's demand for compute is reportedly the limited factor, not cons, customer interests. And compute costs were reportedly, more than $7,000,000,000 last year, which created pressure on the company to find higher return revenue streams. So the company already, though, most people don't know this, but the company already has similar ties that have served as pilots for value sharing. They have a 2024 partnership with Sanify and Formation Bio to accelerate drug r and d and investments, banking, chai discovery. So competitors also are pursuing similar models. So, yeah, a lot of people are like, wait. What's going on here? This is not new. So as an example, Google's Isomorphic Labs, they've sealed multibillion dollar deals with drug makers in a similar value sharing, capacity in years past.
Jordan Wilson [00:04:52]:
So what the heck happened here? Well, it's these value sharing deals that kind of caught the headlines and people were like, wait. So if my company uses, you know, ChattGPT business or ChattGPT enterprise and, you know, I don't know, we develop some IP or, you know, we double our revenue. Does that mean OpenAI is getting a piece of that? Absolutely not. So this is just a specific value sharing deals that are aimed at larger enterprise partners in high value fields such as pharmaceutical research and financial modeling. So under these deals, companies receive discounted or specialty, specialty tailored access to certain AI models. And then in exchange, OpenAI receives a percentage of the revenue generated from breakthroughs achieved using the models such as a newly discovered drug. So the drug example is an easy one to look at. Right? You can only imagine the amount of compute that might go into discovering a new drug.
Jordan Wilson [00:05:49]:
Right? It may take, billions of dollars of compute or hundreds of millions of dollars. I'm not sure. Those numbers never really come out. So you might understand how a certain drug company might not have millions or hundreds of millions of dollars, just to go after a new drug. But the huge upside if, you know, technology such as OpenAI could help discover that. Also, we've heard, reporting in the past that OpenAI has admitted that they have more powerful models essentially available at all times, but they don't necessarily have the compute to serve it to 900,000,000 weekly active users. So I can also see this happening in those cases where there are high value sectors such as pharma, medical, finance, etcetera, that might get access to these models before the rest of us because OpenAI may not be able to, well, serve it up to hundreds of millions of users. So, interesting, move here from OpenAI.
Jordan Wilson [00:06:51]:
But like I said, they're not coming for, your money. So, yeah, if you have, you know, an enterprise, you know, license with your company with Chad GPT, it's not like they're taking anything from you. People just kinda blew this one out of proportion. Our next piece of AI news, Anthropic might have beat Microsoft to the punch in bringing AI to its own product. So Claude for Excel is now broadly available to pro subscribers, those paid subscribers on Anthropic's $20 a month plan, and the update adds file drag and drop, prevention of overriding cells, and automatic session compression to support longer work sessions. So Anthropic has rolled out the Claude Excel add in to all Pro Claude subscribers this past week. Moving beyond the very limited beta, select user testing that they had going on before. So the most tangible productivity gain is support for multiple file drag and drop directly into the Excel add in, which simplifies bringing multiple datasets and supporting documents into an ex into a single Excel session.
Jordan Wilson [00:08:05]:
So, yeah, it's kinda like the work that a lot of financial analysts do right now. So Claude now avoids overriding existing cells when it edits spreadsheets, reducing accidental data loss in model driven edits and making collaboration with humans safer according to anthropic at least. So the, integration adds automatic compression of sessions context to enable longer work sessions without exhausting token limits. So users familiar with cod Claude Code have already observed that compression. I believe, they call it auto compaction, and that can change prompt context. So professionals should therefore always verify outputs and maintain careful context. So the add in is available from the Microsoft marketplace, letting logged in Claude users run Claude inside Excel for analysis, data preparation, and commenting on spreadsheets without switching applications. So yeah.
Jordan Wilson [00:09:03]:
This one, it's really good. So we've seen that Microsoft has actually started to use some of anthropics models in some of their, different offerings in Excel, but they're actually using a mixture of different models. Not an actual mixture of models architecture. They're just using multiple different models, throughout their office suite. So, and we also don't know what models they're using. So the last one that we saw confirmed, I believe inside of Microsoft Office products, were, I believe SONNET 4.5. So this the ability to use Opus 4.5 and to use it, in Excel is actually really big. And this is one area where, you know, the newest models, so Gemini three Pro, Opus 4.5 from Anthropic, and also, OpenAI's, GPT 5.2 Pro.
Jordan Wilson [00:09:59]:
I mean, these models, when it comes to math, frontier math, better than almost any human. Right? Unless you are a a a world renowned mathematician, who also happens to love Excel, this is going to be better. Right? So this is actually pretty huge news. So if you are an Excel nerd, and dipping your toe in AI or vice versa, right, if you love AI and dipping your toe into Excel, this is one integration that you're definitely gonna wanna check out. Alright. Our next piece of AI news, Amazon bringing more AI into its new health offerings. So Amazon this week unveiled health AI for one medical, the primary care service that it bought in 2023, saying that the tool now is able to offer personalized twenty four seven health guidance based on members' medical records. So according to Amazon, health AI can explain lab results, help manage medications, book appointments, and analyze images.
Jordan Wilson [00:11:02]:
Though the company did not clarify whether that includes medical imaging or only user photos. Amazon says the assistant compliments but does not replace clinicians and that it recognizes when symptoms, situations, or specific queries require or benefit from human clinical judgment. But the company gave few specifics on limits to the system's medical advice. So, yeah, the company says that it still follows HIPAA and all of that important stuff and says it doesn't sell your members protected health information. So if you don't know about One Medical, well, it primarily offers telehealth services under an annual subscription with discounted rates if you already are an Amazon Prime subscriber. So the move expands Amazon's growing health footprint, which already includes same day prescription delivery in some markets and vending machines for prescription drugs. Yeah. So the AI health space, I don't know why it's all happened in, like, the last three weeks, but it's been a straight up health avalanche.
Jordan Wilson [00:12:07]:
Right? So, obviously, ChatGPT and slash OpenAI, came out with two big products that came out with ChatGPT health and then OpenAI health care. So, essentially, similar products, one for consumers to look at their, health that you have to sign up for, on the wait list, and then another, product for, medical associations, inthropic, with their clawed, brought some health connections as well. Right? Google open source one of their health models. So I don't know why. The last three weeks, things have been going absolutely bonkers, when it comes to AI and the medical field, and then Amazon following suit here, in a different way. Right. So we also saw similar, kind of a similar ask move, right from Google adding an AI health coach to Fitbit. Last year, we've seen a lot of reports what Apple is working on, bringing some of their AI and health, into, the phone and watch, AirPods as well.
Jordan Wilson [00:13:05]:
So, yeah, expect a lot more of this in 2026. Speaking of health, yes, I am still hoarse. I don't know why. I've been sick for, like, four out of the last six weeks. So, fun times. Maybe I should be getting this, one medical, and and using it more often and being like, why am I sick again? Alright. Our next piece of AI news, you're not seeing double. We kind of talked about this last week, but this is actually very different.
Jordan Wilson [00:13:36]:
So Google is rolling out a new opt in feature called personal intelligence, but they're bringing it to AI mode in search. So this allows, personal intelligence to securely use data from your Gmail and Google Photos to deliver personalized recommendations in search responses. So personal intelligence connects Gmail and Google Photos to AI mode, so search can use your personal context like trip confirmations and photos to generate tailored suggestions and answers. So right now, the rollout is limited to eligible Google AI Pro and AI Ultra subscribers in English and in The US. And unfortunately, it's only right now available for personal Google accounts, not workspace business accounts. So connecting Gmail and photos is strictly opt in. Right? So you don't have to worry about this. Like, oh my gosh.
Jordan Wilson [00:14:32]:
I have to go off out of this. It's only opt in. So users can choose if and when to connect those apps to search and can disconnect them at any time through search settings. Google says the system uses the Gemini three model and does not directly train on your Gmail inbox or your photos library. So example use cases that Google shared include personalized trip planning that reference hotel booking and travel photos, tailored shopping suggestions that factor in past purchases and flight dates, and playful creative prompts like asking what your life's movie title would be. Just notice the, little, article screenshot here. It's it's from Robbie Stein, who we're gonna be having, the VP of product, at Google search. We're gonna be having him on the show sometime soon.
Jordan Wilson [00:15:19]:
So, keep an eye in an ear out for that one. Robbie's great. Alright. Before we get going, quick water break for me and a word from our partners. Fraudsters used to need fake documents or stolen credentials to scam a business. Now they just need a few clicks to get your CEO to say anything they want. Voice deepfakes rose more than 680% last year. And most fraud detection systems only flag suspicious transactions after the money is already gone.
Jordan Wilson [00:15:50]:
They're not actually listening to the call where the scam is happening. Modulate is. Modulate's new Velma model analyzes live conversations for the signals that give fraudsters away. Stress patterns that don't match the story they're telling, urgency that sounds performed instead of real, voices that are synthetic instead of human, all detected for your business in real time, not in a report days later. Modulate's Velma model was trained on twenty one billion hours of real audio and is trusted by Fortune 500 companies. It outperforms voice models from leading AI labs, and it's a 100 times more cost effective. So go see Velma catch what your current tools miss at modulate.ai. Alright.
Jordan Wilson [00:16:37]:
If you listen to the show, you already know a little bit of our next news story, but some new details. So you know that chat g b t ads are coming out, but according to new reports, we know when and what they're going to look like. So according to reports, OpenAI is already testing ads inside of chat g p t with select advertisers and plans to charge on a pay per impression basis rather than a pay per click. And here's the big news. A broader rollout could happen as soon as February. So we could be just weeks away from many free users and users on a new paid plan being served ads inside of ChatGPT. So the current tests are small and controlled. Advertisers are committing under a million dollars each, and there is no self serve buying tool yet.
Jordan Wilson [00:17:29]:
Meaning, only select partners can participate for now. For users seeing ads, the ads will appear at the bottom of chat g p t responses clearly labeled and separated from organic answers, which signal a cautious rollout intended to protect user trust. So OpenAI announced ads alongside the global rollout of chat GPT Go, a new well, new ish, tier that's $8 a month, and it is an ad supported tier. And confirmed ads, like I said, will also show to use, free users. So, it's not just the, what, 750, million free users that may be seeing ads in a few weeks inside of chat GBT, but also, new users on that, lower, cheaper, more affordable paid plan, the chat g b t go. But that does mean that right now, none of the other paid tiers including, Chad GPT plus, the standard $20 a month, the $200 a month, Chad GPT Pro, enterprise, business accounts, EDU, etcetera, won't be seeing ads at the time. So for advertisers choosing a price, price per impression model, let's OpenAI guarantee revenue, even when users don't click. But it does limit traditional performance measurements that advertisers rely on for direct response campaigns.
Jordan Wilson [00:18:56]:
So, yeah, that, going that route essentially make sure that OpenAI is gonna make their money, and it's a little different than normal, you know, price per click. So, we'll see how this is received. I think personally, if I have to see ads, I'd rather see ads in a chat bot than a search engine. Right? Because when you think about a search engine, for the most part, you're using it even if you use it over and over. Right? You're usually putting in these little shorter keywords. Right? Which if you're getting ads, I mean, it's it's hit or miss. It's a shot in the dark. If you're using the free version of chat gbt, right, and if you're using it for a lot of different use cases for, you know, personal use cases, business, etcetera, the ads are actually, I think, over time, gonna be really, really good.
Jordan Wilson [00:19:48]:
You know, all only offering it up to a certain, number of advertisers at first. That doesn't mean that I think the ads are gonna be bad right away. I think that just means very few people are actually gonna see them, just because they are working with such a limited number of advertisers to kick this thing off. But, again, you guys know if you listen to the show, I'm weird. I'm weird with with ads and my personal information. Even my PHI, I don't care. Like, I I sign up for the, early access for Chattopty Health. I'll be excited once I get it.
Jordan Wilson [00:20:18]:
I don't care. Take my health information, Google. Take my personal browsing history, OpenAI. Right? I intentionally use, right, OpenAI's Atlas browser for that reason. Right? I wanna be served better ads, right, that are more relevant because in the end, you're gonna get ads pretty much however you use the Internet. And if the future of the Internet is, you know, bringing your processes inside of a right? What I say that that the AIOS, the AI operating system, if you're on a free plan, you're gonna see ads. So get used to it. I don't think there's any point in grumbling around and, well, if you do wanna grumble around, you can use a different service that is probably not as sticky at least right now, as OpenAI.
Jordan Wilson [00:21:02]:
Although Gemini obviously is catching up and their models are absolutely fantastic. Right? But, I mean, we're talking about, like, tenth of the world's population is a free user of Chad g b t, which is a a bonkers stat. Right? So you're gonna see ads. So you're either gonna see ads or, upgrade to a paid plan that $20 a month plan. Alright. Our next piece of AI news, two big names in the AI world are making a global push to put teachers at the center of AI in schools. So, this week, two major AI players in Anthropic and OpenAI announced efforts to work with educators and governments. So AI tools, training, and research are embedded into classrooms worldwide.
Jordan Wilson [00:21:49]:
First, Anthropic and Teach for All partnered to bring Claude and AI training to a 100,000 educators across 63 countries. So this new program treats teachers as co creators rather than passive users, combining Infropix product access with on the ground educator feedback to shape Claude's classroom features and responsible use. So the initiative runs three programs, an AI fluency learning series, the ongoing Claude Connect community hub, and Claude Lab for advanced pilots with Claude Pro in monthly anthropic office hours. So if you, apply for, the program and you're approved, you do get access, to Claude Pro for free. On OpenAI side, they had a pretty big announcement with their new OpenAI, four countries and their education for country program. So OpenAI doubled down on their focus on getting Chatt GPT into more classrooms as it officially unveiled its OpenAI's education for countries. So the new education for countries program will partner with governments and universities to embed AI tools, research, and training in a national education systems to personalize learning, reduce administrative burden, and prepare students for an AI driven workforce. So this is more of a global effort.
Jordan Wilson [00:23:11]:
Right? We've seen, huge announcements between OpenAI and majors universities here in The US. So a little different. This is more of a global push. So right now, the initiative offers access to chat g b t e d u, their new model g b t five two, study mode, and canvas with customizable deployments and promises tailored training in OpenAI certifications aligned with national workforce priorities. So OpenAI highlights research and evaluation as core components of this new program, studying a planned large scale longitudinal study with the University of Tartu and Stanford that will track AI's impact on learning outcomes for 20,000 students and pointing to studies estimating that nearly 40% of core worker skills could change by 2030. OpenAI hopes to access more than 30,000 students, educators, and researchers in the first year of the program. So I've talked about this a little bit, on the, on the show before, but there's been a pretty big push. I'd say, the last six to nine months, to capture as much of the student mindshare as possible.
Jordan Wilson [00:24:26]:
Right? And I think that what the big AI labs have found is while you can go after students and, you know, offer, you know, a free year of Gemini or a free year of Chat GPT, and it works to a certain extent. But if you really wanna penetrate, these classrooms and if you really want to ultimately get more users in the long run. Right? Because that's what this is about. I'll I'll be the one that calls a spade a spade. Right? If you get people using your products in school, you are more likely to use them at your place of employment or push for their use. Right? Especially if you are trained and educated them on the right way. You know, know, so many people now, those who are still hiring students, which is, way fewer than in years past. Right? They want these young people to come and help train their other people on AI skills.
Jordan Wilson [00:25:14]:
So smart move, obviously, from Anthropic and OpenAI going the teacher route as well. Right? Because if you do, want this to be sticky in colleges, universities, countries, and transition into the workforce, you have to get the teachers on board as well, and you have to educate them as well. Alright. Our last piece of AI news is Apple finally finally gonna be an AI company or at least offer AI that works for real this time. They swear. They promise. Alright. So according to reports, Apple is really planning to release a smarter AI Siri as soon as next month, at least in a beta version.
Jordan Wilson [00:25:59]:
So, according to reports, Apple plans to demonstrate a next gen generation Siri, which is obviously using Google's Gemini model in a late February presentation. So Bloomberg's Mark Gurman reports the demo will show off capabilities from Apple's partnership with Google, which we've reported on here over the last couple of months, including a more conversational chatbot style response. So this is kind of a two tier thing here. There's something on the Siri side, which is using a version of Google Gemini. And then there's others, kind of other AI features, that are gonna be more chatbot text style rolled out in different places, in Apple's operating system as well. So the new Siri is expected to first appear in iOS 26.4, which Apple plans to open for beta testing in February before a public release in March or early April. So after the February demonstration, Apple aims for a larger public unveiling at its developer conference this summer, where the voice assistant is currently codenamed Campos. So according to those reports, Apple will replace Siri with a new codenamed Campos product, a chat g p t style chatbot that supports text and voice conversations.
Jordan Wilson [00:27:23]:
So, yeah, what we might see first is just a smarter AI Siri, that might be coming, like I said, in March or April. And then at Apple's WWDC, this summer, they may, unveil the more chat g p t style chatbots. So it it it is gonna, reportedly be the same Google Gemini technology that's gonna be powering both versions. So, I do assume it's going to work very similarly as Google Gemini does right now. Right? So if you're using gemini.google.com or if you're using Gemini live, so there you go. If you wanna sneak peek of what Siri might sound like best case scenario, go use Gemini live, which I think right now is one of the best probably the best AI voice assistant, the best AI live voice assistant. I really wish OpenAI would, update their voice mode to you know, it still uses the GPT four, GPT four o model. So I wish they would bring the newer model in the fold, which is why I think Gemini Live is much better.
Jordan Wilson [00:28:23]:
So Apple's could immediately, right, if they're getting the most up to date version, could actually have a smart Siri. Right? And maybe they face less lawsuits because they've been getting a lot of class action lawsuits for promising a lot of things in their Apple intelligence suite over the past two years that they just have not been able to deliver on. Alright. So, some more details and confirmations here from the reports. So Campos will run on the custom version of Google's Gemini under a multiyear partnership rather than being built entirely in house at Apple. They've tried. They haven't been able to do it according to reports. So it will have deep system access to personal data, in order to find files, music, calendar events, and change settings, raising convenience and privacy trade offs.
Jordan Wilson [00:29:14]:
So Campos will be embedded in core apps like mails sorry, like mail, photos, Apple Music, Xcode, and others to assist with summarization and content creation. So Apple is planning, like I said, that phased rollout with their Apple foundation model 10 or a f 10, a f m 10, powering some of those Siri improvements as well as the Gemini model as early as this spring. And then the full Campos experience is slated to ship with iOS 27 in September 2026 after, what is expected to be a June reveal at their worldwide developer conference. So I don't know. I'll believe it when I see it. Right? We've been reporting now for, probably nine months. Right? That Apple was out shopping for partners. Right? So they have had kind of an official partnership with the Win AI.
Jordan Wilson [00:30:13]:
So all that really happens is if you, enable this setting inside Siri and you ask Siri something and it doesn't know, which is like everything, it'll instead just open up a chat GPT query. So they haven't had a true, like, partnership with a company, where if Apple was smart, they should have just done what they're doing with Google Gemini, with their current partnership with, OpenAI. Anyways, right. So all that's really happening here is Apple failed. Right? They feel really, really bad. Right? And I think, I've already said this. I do think Apple is probably not even gonna be a top at some point this year. I don't think that they're gonna be a, a a a top three company at least when it comes to market cap, which is kinda crazy to think about because, they had, like, a trillion dollar lead over everyone else.
Jordan Wilson [00:31:06]:
So to think that it's very likely that Apple will fall, out of the top three companies, in The US by market cap. Kinda crazy. And I wouldn't be surprised unless this Gemini, integration works well. I wouldn't be surprised if Apple falls out of the top five, by 2027. Just with some other companies really surging, you might see OpenAI, Anthropic, go, you know, do their IPOs by then. Not saying that they'd instantly, you know, vault past Apple. They wouldn't. But I do think Apple is just way too far behind.
Jordan Wilson [00:31:42]:
Right? Like I said, best absolute best case is this Gemini partnership goes off swimmingly. No hiccups. Everything works right. But even if all that happens, all that it does is it brings them to the current point of, you know, Gemini's models. Right? And Google has been, collecting way more data to improve those models, and Apple's not collecting any, you know, user data to build their own models in the future. So I don't think Apple really wins here. I think Google ultimately wins here with this Apple partnership. Apple just waved the big white flag, and they're essentially white labeling all of Google services.
Jordan Wilson [00:32:22]:
So, you know, it's not like you're gonna, you know, be get some new, access to technology. Although, I will say this, what I am excited for is just for to actually have AI on my smartphone. So, look, like I said, it's it's it's no, new tech feats that are gonna be coming with this Campos. It's just more or less what's been available, if if you've had a, you know, Samsung phone for the last year. You know, that's probably what we're gonna be seeing, out of Apple just powered by Google and code named Campos. Alright. That's not all. Those were the big stories, but each week we end, with kind of our what's new and what's next.
Jordan Wilson [00:33:04]:
So these are kind of some smaller stories that didn't make, you know, the top eight or top 10 stories, some rumors, some leaks, all that stuff. So let's go over it bullet point style. Let me take a last sip, from my giant water bottle. You know, shout out, Brandon James for this water bottle. Let's let's get into it. Quick hits. Here we go. So, OpenAI said that its first hardware device will launch in late twenty twenty six.
Jordan Wilson [00:33:35]:
Runway announced their gen four five image to video, adding longer stories and consistent characters. Apple is reportedly developing a small air tie air tag sized wearable AI pin with cameras. Anthropic published a new constitution for Claude describing values and behavior used directly in training. Eleven Labs, this one was interesting. They released the 11 album, a studio quality AI co created tracks with Grammy collaborators. Shopify, people aren't happy about this, began charging merchants an additional 4% fee on chat GBT checkout transactions. So, yeah, checking out in chat g b t at least with Shopify apparently is not gonna be cheap. Meta's Superintelligence Labs rolled out internal AI models that the company has reportedly started using.
Jordan Wilson [00:34:27]:
Spotify is testing an AI playlist feature that generalized that generates personalized mixes from plain language prompts. I'm excited to use that. Sam Altman said that OpenAI added a billion dollars, in the last month in API, revenue for annual recurring revenue. So, pretty big jump there from what they've been, bringing in, traditionally before that. Google. I'm excited about this one. Google began rolling out Gemini Ultra to workspace business accounts. So finally, you've heard me belly ache about that.
Jordan Wilson [00:35:03]:
Right? Like, oh, some of these, you know, new AI features and they get released to the, you know, personal Gmail's first. So now if you have a workspace account, at least, you can get access to Gemini Ultra. So OpenAI is hosting a town hall for AI builders today on a livestream saying they're building a new generation of tools. So no word yet if they're announcing anything or this is just more of a forum to kinda collect feedback. Perplexity made Opus 4.5 the default agent for perplexity max inside Comet. OpenAI began rolling out an age prediction model to flag under 18 accounts. GitHub released the Copilot SDK to embed agentic Copilot capabilities. Sam Altman said OpenAI will ship multiple codex launches, coming soon, maybe this week, and they expect a high mark on the cybersecurity preparedness framework.
Jordan Wilson [00:35:58]:
Cursor released version 2.4, which adds agents that can spawn sub agents and enables inline image generation, And LM arena launched a new video arena on the web to test models like v o three one, Sora two, and others. So, yeah, you can go, test your text prompts and get some video output. So that is a wrap. A lot going on. And here's the thing. Y'all I get it because each and every one of these things that I just mentioned are probably going to impact your professional or personal life in some way, shape or form. The only way, the only way for you to get ahead in your career for your company, your department to excel is you have to understand what's coming because the rate of technological change in the age of AI is obviously unlike anything we've ever seen. Trust me.
Jordan Wilson [00:37:00]:
I spend hours a day and it's almost impossible for even me to keep up. And this is all I do. So that's why I think it's important to tune in, to our Monday's shows, our Monday shows as we go over the AI news that matters because y'all even when I'm sick, I want to be here for you. Cause I don't want you to be drowning by all these updates and be like, oh my gosh, Is this worth paying attention to? Is it not? I cut it to you real. Right? So, thank you for tuning in. I hope this was helpful. If so, please repost this, you know, on LinkedIn. Tell someone about this.
Jordan Wilson [00:37:32]:
If you're listening on the podcast, appreciate your support. Please make sure to follow the podcast. Subscribe. Leave us a rating. That would be great. I'd appreciate it. Then go to your everydayai.com. Sign up for the free daily newsletter.
Jordan Wilson [00:37:44]:
We're gonna be recapping all of today's shows and a whole lot more. So thank you for tuning in. Hope to see you back tomorrow and every day for more everyday AI. Thanks, y'all. The risk with AI voice agents isn't that they sound too robotic for your company to use. The real risk is that they can sound too confident while saying something completely wrong to your prospective clients or customers. Made up refund policies, promises your company never approved, or discounts that don't even exist. You've gotta give your AI voice agents a trust layer with Modulate.
Jordan Wilson [00:38:20]:
Modulate monitors live voice conversations to flag abuse, false claims, fraud, and user emotions for safer, more empathetic responses. For the guardrail layer you need between your AI agents and your customers, you need Modulate at modulate.ai.