Chapter 1: What is the main topic discussed in this episode?
Hey, what's going on, everybody? Welcome to The Daily AI Show.
Chapter 2: What insights did Sam Altman share in his Cisco interview?
It's episode 654. Today is February 5th, 2026. I'm joined today by Beth and Andy. I'm Brian.
Chapter 3: How is AI evolving from a tool to a collaborator?
And we'll see if maybe Carl pops in. I'm not sure what his schedule is like today, but either way, you got the three of us for the next episode. Almost that one. Let's just be honest.
Chapter 4: What is the concept of the 'AI cloud' for enterprises?
Probably an hour. You know, we say it'll be shorter. So welcome, everybody. Welcome, guys. Good to see y'all. Thanks for holding it down after I popped out yesterday. And I was wondering if I could open with sort of a... I thought it was interesting as far as news goes. You know, we haven't talked a ton, maybe not as much as we had historically about Sam Altman.
Not that he's, you know, if you go do a YouTube, he's, he's around. It's not like he, he's hidden in a closet. Poor, poor choice of words there. That's not what I meant by that. It didn't in a hidden in a, in a room somewhere and not, not wanting to be outside. Right. And so he was just doing one of his interviews with Cisco, the company Cisco.
And one of the gentlemen there was just... Obviously, he was on stage somewhere.
Chapter 5: What are the implications of the Anthropic Super Bowl ad?
So this came out... This is on Cisco's channel. And this came out 19 hours ago. So yesterday. So I don't think you guys would have brought it up.
Chapter 6: How do ads and subscriptions impact AI business models?
But I thought it was interesting. I could play a clip or two. But honestly, I just want to talk really quick about some of the things I heard him say that are interesting. Because...
not just Sam, but a lot of people at OpenAI, if you care to listen, even just go into their OpenAI channel, watching their like presentations on different things, not the stuff that hits the mainstream news, but just the stuff they put out on their YouTube channel, you could pretty much get a roadmap. I never really feel like OpenAI is like trying to hold stuff too close to the vest.
They're like, this is what we see. This is what we think we're going to do. Lots of people are giving him crap, obviously, because you could play back clips. As I say, receipts never die, right? I don't think ads are a good idea now. And now there's ads in the mix at certain levels. But let me just talk about some of the things that I heard that I thought were interesting. First and foremost...
Chapter 7: What are the growth trends for Gemini and its user base?
Obviously, he's the CEO. He's going to be excited about Codex. But specifically, he was saying that he felt Codex was the first time he's felt another chat GBT moment.
Chapter 8: How is data portability between AI platforms being addressed?
I'm assuming he means like the 3.5 sort of wide release and all that. And that it's a turning point. I think that's probably right. I think even though we know maybe a little bit more about Cloud Code and what we know that Google's doing and stuff like that, Codex, because of the reach and how many subscribers and things like that,
I mean, I don't have access to it just yet because I don't have a Mac, but I do believe I'll be using Codex this year. I definitely think that's going to happen. Jeff's Codex, Codex, Codex. I don't know. I couldn't tell you a thing about it, honestly, right now. But that's the thing. Like, I know I will. In 2026, I know I will know a lot more about Codex.
It's going to naturally just be part of something I'm working on. Um, he talked a lot about AI being, you know, shifting from the idea of being a tool to a collaborator. We've heard that before. Um, he talked about giving computer use and how, you know, even at first he was like, he had a lot of rules about what an agent could, could handle.
And he said, that falls by the wayside as you sort of learn about productivity, but cautioned about that. Uh, he talked about, uh, what's the part I wanted to bring up here. Um, where's, where's, where is it? He said he was surprised by the success of subscriptions, which I'm surprised to hear him say that, honestly, that somehow subscriptions caught him off guard.
But this is the part that I thought was right around the 20-minute mark. If anybody ever wants to go back to the Cisco video and watch it, it's only like a 24-minute video to begin with. But he talks about this idea of the AI cloud.
He is talking a little bit more about enterprise, but this is again, one of these times where you go, okay, I don't know this is exactly what they're doing, but the CEO is saying that he sees a future need where companies, maybe enterprises, but maybe SMBs too,
are saying, hey, I want you to handle the security, the privacy, the controls of not only the agents that I'm using, but I want to be able to bring in external agents and other models. And I want you to handle that for me as a business as part of this subscription idea. And so he was calling that sort of like an AI cloud subscription for enterprises.
And he said, I definitely see a potential for that in the future. And I thought, That's interesting. Not that we haven't seen that, but it's not and it's not strategically off mark with what we're seeing OpenAI do, but still important. Here's another one, because I did hear this. Go ahead.
Before you jump off that, because I think that's, again, Sam teeing up attention for the right. Like he's setting up the like, oh, my wonder what that will be. And they answered it today with Frontier. They announced Frontier and Frontier is what you're talking about. Is it really? Yeah. It is for, it just happened, like literally just happened. Yeah. It's for enterprises.
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