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Oh man, if you actually want to keep up with AI in 2026.. you have to be unemployed.
Like, literally. This is a full time job now.
I was going to write today purely about an interview Demis Hassabis and Sebastian Mallaby did on stage in San Francisco. Nine takes worth talking about. But before I get there, let’s talk about what happened in the last 24 hours across the AI space. Because honestly, you can't read the interview properly without knowing the ground these two were standing on.
A Random Tuesday in AI
Start with OpenAI.
Their global market share dropped from 64.5% in January 2026 to 56.72% in March. That's a code red.
And guess who's eating their lunch? Gemini first. Then Claude. Then Grok catching up from behind.
It's not just the numbers.
In March, OpenAI killed Sora to save compute. Then April hit, and the exits started. Sora lead Bill Peebles resigned. Science lead Kevin Weil resigned. Product chief went on medical leave. Marketing chief stepped down. COO Brad Lightcap got moved to "special projects."
