Oh dear, I may have suffered a final, complete, psychotic break with reality.
I've got Sam Altman in my head (which is bad enough) singing "Who will buy" from the movie Oliver (six Oscars from 11 nominations).
From Yahoo Finance, January 13:
OpenAI (OPAI.PVT) solidly led the AI market and seemed poised for a potential deal with Apple (AAPL) in 2025. But Google’s (GOOGL) launch of Gemini 3 and a new deal with the iPhone maker have changed the game.
Google and Apple on Monday revealed a multi-year collaboration in which Google’s Gemini models and cloud technology will power the next generation of Apple's AI, including a long-awaited new version of its voice assistant Siri coming this year. Bloomberg had previously reported that the two tech giants were planning a deal in November, saying the agreement would involve Apple paying Google $1 billion annually, though the companies did not respond to a request to confirm that figure.
On top of the reported licensing revenue, Google is set to see a boost in cloud revenue from the collaboration, Wall Street analysts told Yahoo Finance. And because Google’s own AI models are now positioned to run on the vast majority of smartphones worldwide — both iPhones and Android devices — the company is effectively disrupting its Search business on its own terms rather than ceding that shift to a competitor like OpenAI. Overall, the Apple deal has all but cemented Google’s dominance in a heated AI market, with the news sending Google parent Alphabet's market capitalization north of $4 trillion for the first time on Monday.
At the same time, analysts said, the news marked a major setback for the ChatGPT developer.
“ It's a huge loss for OpenAI,” said DA Davidson analyst Gil Luria. “ The fact that OpenAI didn't get that deal with Apple sets them back quite a bit.”
Hedgeye Risk Management analyst Andrew Freedman added, “ It's a landmark deal, and it sets the stage for Google to continue to dominate.”
He called it a "blow" to OpenAI.
“As Gemini continues to grow in usage and adoption as a general-purpose LLM [large language model], it absolutely presents a risk and makes it harder for OpenAI to continue to take share,” Freedman said.
Google took OpenAI by surprise in late 2025, as the launch of its Gemini 3 model surpassed rival AI models on industry benchmarks. Sam Altman declared a “code red,” and OpenAI quickly unveiled a new model, GPT-5.2, to mixed reviews about how it stacked up to Gemini 3.....
....MUCH MORE
Here's the deflationary spiral engendered by a lack of purchasers from the movie Oliver, everything just grinds down:
ROSE SELLERWho will buy my sweet red roses?
Two blooms for a penny.
Who will buy my sweet red roses?
Two blooms for a penny.MILKMAIDWill you buy any milk today, mistress?
Any milk today, mistress?ROSE SELLERWho will buy my sweet red roses?MILKMAIDAny milk today, mistress?
Mr. Altman was mocked when he told the very reality-based wizards at TSMC that he wanted $7 Trillion worth of chip plants:
Chips: "TSMC execs allegedly dismissed Sam Altman as ‘podcasting bro’ — OpenAI CEO made absurd requests for 36 fabs for $7 trillion"
Come to think of it, I may not be the only one suffering a psychotic break.
