Hey AI Explorers,

Here’s what’s in store for you today:
📰 AI NEWS

• 📰 OpenAI Shows Big Enterprise Momentum — Even Amid “Code Red” Pressure

• 🔔 Meta Buys Limitless — Push into AI Wearables Accelerates

• ⚠️ ChatGPT’s Growth Is Slowing, New Report Shows

LATEST DEVELOPMENT

📰 OpenAI Shows Big Enterprise Momentum — Even Amid “Code Red” Pressure

OpenAI has announced striking growth in enterprise adoption, just days after internal warnings about intensifying competition from Google and other AI players. The message: the pressure is real, but the business is booming.

📈 Enterprise Usage Surges

• Companies using ChatGPT Enterprise have increased their activity nearly 8× since late 2024. Many employees report saving up to an hour a day, and the nature of usage is shifting fast.

• The biggest jump: a 320× rise in complex “reasoning tasks,” showing that businesses are now relying on AI for deeper analysis and decision-support — not just simple chats.

• Custom GPTs are also exploding in popularity, with usage up 19×. These tailored in-house assistants now account for about 20% of enterprise messages, signaling that AI is becoming embedded directly into company workflows.

⚠️ Growth in the Shadow of a “Code Red”

This success comes right after an internal “code red,” where leadership urged teams to refocus on core model quality and performance as rival models close the gap. Some experimental consumer projects are paused, underscoring how seriously OpenAI takes the competitive threat.

🔮 What It Means

Despite the pressure, OpenAI is strengthening its grip on the enterprise market. If the trend holds, custom AI agents and high-reasoning workloads could become central to how businesses operate — and a major revenue driver for OpenAI.
The race isn’t slowing down, but for now, the company has clear momentum.

🔔 Meta Buys Limitless — Push into AI Wearables Accelerates

Meta has made a bold new move in the AI hardware race by acquiring Limitless, the startup behind a wearable pendant that records real-world conversations and turns them into searchable digital memory. The acquisition signals Meta’s accelerating push into AI-powered devices that blend seamlessly into daily life.

🎧 What Limitless Built — and What Happens Now

Limitless, formerly known as Rewind, created a small pendant worn around the neck or clipped onto clothing. Its pitch was simple but futuristic: capture your conversations, transcribe them, and instantly access summaries or search through past discussions. It aimed to function like a “second brain” for busy professionals.

With the acquisition:

• The company will stop selling its pendant to new customers.

• Existing users will continue receiving support for up to a year.

• Paid users are being moved to a no-cost plan as the product winds down.

• The Limitless team will join Meta and shift their focus to Meta’s broader wearable and AI initiatives.

🧭 Why Meta Bought Limitless

The deal makes strategic sense for Meta, which has been rapidly expanding its ambitions in AI-enabled hardware — from smart glasses to neural-interaction devices. Limitless gives Meta:

• Technology for real-time, AI-driven memory capture and transcription

• A team already experienced in “ambient AI” wearables

• A pathway to build devices that work continuously in the background, not just when prompted

In short, Meta wants to move beyond phones and screens into always-on AI assistants that integrate directly into everyday interactions.

🔮 What This Means for the Future of AI Wearables

This acquisition points toward a future where Meta’s devices could:

• Automatically summarize meetings and conversations

• Provide memory recall, reminders, and context in real time

• Integrate deeply with Meta’s AI assistants and smart glasses

• Create a seamless ecosystem of AI-powered personal tools

It also signals that big tech companies see the next major battleground in AI-first hardware, not just software models.

Meta isn’t just adding another product — it’s absorbing an entire philosophy of computing: technology that listens, understands, and helps without needing to be asked.

⚠️ ChatGPT’s Growth Is Slowing, New Report Shows

New data suggests that ChatGPT’s user-growth, which for years was meteoric, is cooling off. While the chatbot remains a global leader, signs point toward a coming plateau rather than continued explosive expansion.

📉 What’s Changed

According to the report:

• ChatGPT’s global monthly active users grew by just about 5–6% from August to November 2025, reaching roughly 810 million MAUs — a modest increase compared with earlier surges.

• Over the same period, its share of the global AI-chatbot market dipped by 3 percentage points. In contrast, competitor Gemini has been rapidly gaining ground, registering about 30% growth usership.

So while ChatGPT still holds a strong position (roughly half of all AI-chatbot downloads and a majority share of active users globally), the rate of growth is noticeably decelerating.

🔎 What Might Be Causing the Slowdown

A few likely factors:

• Market saturation: ChatGPT has already reached a large swath of potential users worldwide.

• Rising competition: With rivals like Gemini growing fast, newer users may be exploring — or switching to — alternatives.

• Changing habits: Growth in daily use, downloads and session-time appear to be slipping, implying that initial curiosity may be giving way to stable but not expanding demand.

🎯 Why It Matters

The deceleration suggests the AI-chatbot market may be maturing. For ChatGPT, that could mean shifting focus from acquiring new users toward retaining existing ones, improving features, and deepening integration (e.g. enterprise, productivity, specialized workflow tools).

For the broader AI ecosystem, it means competition is catching up — and leadership may depend increasingly on innovation, usability and trust, rather than early-mover advantage.

QUICK HITS

📰 Everything else in AI today

• 🧪 Anaconda launches AI Catalyst for enterprise AI development

• 💬 Wispr raises $25M as its voice-AI platform surges in adoption.

• 🎮 Samsung Tab A11+ to launch in India with built-in Galaxy AI features.

• 🖥️ OpenAI & Foxconn partner to manufacture next-gen AI hardware.

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