As AI products race toward deeper personalization, the most important competition may be over who controls user context rather than who has the best model. This episode explores how Google’s Gemini personal intelligence, Claude Cowork’s desktop access, OpenAI’s memory-first product strategy, and Apple’s still-untapped device data all fit into a broader battle to own the user relationship, while also questioning how valuable personalization really is for different types of AI users. In the headlines: mounting IPO speculation around OpenAI and Anthropic, Microsoft’s quiet but costly shift toward Anthropic models, OpenAI’s $10B Cerebras compute agreement, and a messy talent reshuffling at Thinking Machines Lab.
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