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  • Ep 620: Apple’s ChatGPT rival, OpenAI’s multi-billion partnerships, Accenture lays off 11,000 due to AI and more AI News That Matters

Ep 620: Apple’s ChatGPT rival, OpenAI’s multi-billion partnerships, Accenture lays off 11,000 due to AI and more AI News That Matters

Microsoft releases Copilot Agent Mode, Lovable’s big AI and Cloud vibe code launch, why SAP says AI will shrink head count and more.

Sup y’all! 👋

Crazy week in AI. Make sure to catch up with today’s AI News That Matters segment.  

Which topic should we tackle for tomorrow’s #HotTakeTuesday podcast episode? 

Meta’s AI Vibes: Creative breakthrough or slop?Meta released an AI-only social video feed and …. people aren’t really feeling it.

ChatGPT Pulse The new, hyper-personalized AI delivery feature for Pro users. (For now.) Useful AI assistant or just the future of personalized ads?

Accenture AI cuts: the future?Accenture ‘exited’ more than 11,000 that reportedly couldn’t upskill to AI. Good move or the bleak future of work?

Microsoft Copilot Agent Mode: Useful or just marketing? Hours ago, Microsoft released Agent Mode in Copilot. Will it actually catch on?

What should we cover in tomorrow's 'Hot Take Tuesday' episode?

🗳️ Vote to see live results 🗳️

Login or Subscribe to participate in polls.

✌️

Jordan

(Let’s connect on LinkedIn. Just tell me you’re from the newsletter!)

Outsmart The Future

Today in Everyday AI
8 minute read

🎙 Daily Podcast Episode: Apple going after ChatGPT (again), Meta goes AI overboard and President Trump pushing (AI generated) miracles. Give it a watch/read/listen.

🕵️‍♂️ Fresh Finds: ChatGPT’s sending chats to different models, China updates DeepSeek V3, why younger workers are turning to blue collar work with AI and more. Read on for Fresh Finds.

🗞 Byte Sized Daily AI News: Microsoft releases Copilot Agent Mode, Lovable’s big AI and Cloud vibe code launch, why SAP says AI will shrink head count and more. Read on for Byte Sized News.

🧠 AI News That Matters: What a wild and weird week in AI news and developments. We break it down, no B.S. Keep reading for that!

↩️ Don’t miss out: Did you miss our last newsletter? We talked about Gemini tips from Google Insider, Accenture axing workers who don’t upskill with AI, Meta needs Gemini’s help, OpenAI’s new Pulse product and more! Check it here!

AI News That Matters - September 29nd, 2025 📰

Is Apple serious about AI now with a new internal model? 🤔

Why did Accenture lay off 11,000 and how many more will go due to AI? 

How the heck is OpenAI signing so many multi-billion dollar partnerships? 

So many AI questions.

We've got the AI answers. 

Don't waste hours each week trying to keep up with the AI news. We do that for you with our Mondays AI News that Matters series. 

Also on the pod today:

NVIDIA’s $100B OpenAI data deal 💸
Meta’s AI-only video app: Vibes 🤖
OpenAI’s “Pulse” feature, explained ⚡

It’ll be worth your 35 minutes:

Listen on our site:

Click to listen

Subscribe and listen on your favorite podcast platform

Listen on:

Here’s our favorite AI finds from across the web:

New AI Tool Spotlight – Integrity brings AI chats, notes and canvases together, deamoy is a new AI vibe coding platform to create websites, Nexa SDK helps you ship any AI model to any device.

AI and Creativity — 1,000 prompts per image? That’s what it took for this AI film. 

AI Models — China’s DeepSeek just released another update to its V3 model.

AI and ConsultingBoston Consulting Group says 90% have adopted AI and half use it daily—now they’re baking custom GPTs into performance reviews and client work.

ChatGPT Models — Why is OpenAI routing certain GPT-4o queries to GPT-5? Find the reasons why here.

AI and the Media — An ‘AI Actress’ is causing quite the stir, and not really in a good way.

Future of Work — With AI making it harder to find new jobs, younger workers are going blue collar. This report explores why.

AI Investments — Former Yahoo CEO Marissa Mayer is shutting down Sunshine after seven turbulent years—and selling its assets to Dazzle, her new AI venture.

 

1. Microsoft brings Agent Mode Copilot to Office apps ⚒️

Microsoft’s Agent Mode is rolling out in the Frontier program for Excel and Word, with Office Agent live in Copilot chat for U.S.-based Personal and Family subscribers, marking a timely push to make AI a hands-on collaborator inside everyday Office workflows. Excel and Word get native, iterative agents that “speak” the apps’ artifacts, generating and validating spreadsheets or documents while you steer, with PowerPoint support coming soon and chat-first Office Agent crafting polished decks and docs.

If it holds up beyond benchmarks, Microsoft’s agentic pattern could become the default way people start and refine work, with Copilot handling the heavy lifting and users focusing on intent.

2. Vibe Coding Platform Lovable launches AI app-building duo 🚀

AI startup Lovable rolled out Lovable AI and Lovable Cloud today, a pair of platforms that turn plain-English ideas into ready-to-launch AI apps with backend, auth, and billing baked in, according to Lovable.

Powered by Google Cloud’s Gemini and free for the first week until October 6, the tools aim to shift AI entrepreneurship toward non-technical founders by generating real code that can be extended beyond MVPs. Lovable says this could swell annual AI startup creation by 100x, positioning healthcare, education, and finance professionals to build vertical-specific products without hiring engineering teams.

3. SAP CFO Says ‘I will be brutal’, AI Will Shrink Headcount 🏭

In a new interview, SAP CFO Dominik Asam told Business Insider that AI will automate tasks and let the company produce the same output with fewer people, calling the technology a “great catalyst” for software firms.

The remarks arrive as big players like Google and Microsoft claim large portions of their code are now machine-generated, even as studies and real-world stumbles show AI can slow engineers who must verify shaky outputs. Asam says SAP is rolling AI across back-office work and into engineering, while he personally uses chatbots for data and quick research, reflecting a broader executive appetite that may be outrunning practical reliability.

4. Gen Z’s AI job jitters surge in new Deutsche Bank survey 📉

According to Deutsche Bank Research, nearly one in five Gen Z workers fears AI could cost them their jobs within two years, a sharper concern than older workers and a timely snapshot as AI adoption ramps across workplaces. The survey of 10,000 people across the U.S. and Europe found 24% of workers aged 18 to 34 rated their job-loss worry at 8 or higher on a 10-point scale, while only 10% of those 55 and up did the same, and anxiety rises further on a five-year horizon.

Americans are both more worried and more likely to use AI at work, even as training lags and a “shadow” use pattern grows, while other economists like UBS’s Paul Donovan and Goldman Sachs’s Pierfrancesco Mei point to broader U.S. labor dynamics like low churn that may be hitting young workers hardest.

5. Lufthansa taps AI as it trims 4,000 jobs by 2030 ✈️

According to CNBC and Lufthansa’s Capital Markets Day disclosures, the airline will cut 4,000 FTE roles, largely in German admin functions, as it leans on AI to drive efficiency.

UBS said the new long-term targets are better than expected, with Lufthansa aiming for an adjusted operating margin of 8 to 10 percent from 2028. Shares were up 0.9 percent today, even after a tough 2024. For workers and founders, the takeaway is blunt: roles that can wield automation are gaining favor while traditional admin work faces compression.

Accenture just “exited” more than 11,000 employees because they couldn't keep up with AI.

Meanwhile OpenAI is out here signing billion partnerships like they're collecting Pokemon cards.

Wild.

And that's not even the craziest part of the week. 

US President Trump posted then deleted an AI-generated Fox News clip promoting magical disease-curing medbeds. 

Just another wild week in AI, honestly.

Here's what matters, y’all. No fluff. 

1 – Accenture Cuts 11,000+ Jobs as AI Restructuring Hits Hard 💼

What's happening with Accenture's workforce changes?

Reports show that Accenture reduced its workforce by nearly 12,000 people over the past three months as part of a nearly $1 billion AI-focused overhaul. The job cuts are targeting employees whose skills do not align with the company's AI-driven strategy.

The company is reinvesting those savings into AI training and plans to increase its overall headcount by 2026, focusing on AI and data specialists.

More layoffs are expected at Accenture as part of this ongoing restructuring. CEO Julie Sweet said the plan is moving on a compressed timeline and warned that further layoffs may follow if staff cannot adapt to an AI-first environment.

The company already spent $615 million on severance packages and restructuring with an additional $250 million expected this quarter. Accenture says retraining programs in cloud computing, data analytics, and AI are in place to redeploy talent.

Analysts note that this move aligns with a broader pattern across consulting and tech firms such as IBM, Microsoft, and Google as companies streamline teams and adopt AI-assisted workflows to boost productivity.

What it means: The big tech companies laid off tens of thousands first, then management consulting companies are following, and the rest of enterprise will likely follow suit.

If your company hasn't started AI upskilling programs, the window is closing.

Make sure your day-to-day business processes that rely on AI are easily transferable to new model methodologies if old models get phased out.

2 – ChatGPT Launches Pulse Feature for Pro Subscribers

Wait, ChatGPT does what now?

OpenAI just introduced Pulse for pro subscribers on that $200 monthly plan. It works while you sleep to surface tailored daily updates based on your past chats and connected apps.

Sounds kinda creepy but also kinda useful.

The system uses information from your ChatGPT history, explicit feedback you share, and optional connected apps like calendars to curate suggestions. It generates card-based summaries each morning with actionable items like upcoming meetings, trip schedules, and research.

Updates disappear after a day unless you save them.

OpenAI emphasizes that Pulse is designed to reduce mindless scrolling rather than keep you glued to the app. Users can leave feedback to curate what Pulse recommends.

The company frames this as a step toward assistance that can research, plan, and take helpful actions on your behalf. Moving ChatGPT from reactive Q&A to proactive workflow tool.

Right now it's limited to paid pro subscribers, but OpenAI hinted this will roll out to all paid subscribers eventually. Maybe weeks, maybe months, maybe quarters.

Here's where it gets interesting though. The overall sentiment has been overwhelming. This is one of the most well-received ChatGPT features in recent memory.

What it means: 

ChatGPT just shifted from answering questions to proactively working on your behalf.

For the 99.9% of users who weren't already using hyper-personalized scheduled research, this will be genuinely useful.

The real play here is likely advertising, but for now it's helping people stay organized.

3 – Trump Posts Then Deletes AI MedBed Conspiracy Video 🚨

You're not gonna believe this one.

US President Donald Trump posted an AI-generated video styled as a Fox News broadcast claiming Americans could receive MedBed care, granting them access to hospitals with technology that restores every citizen to full health. (Seriously)

He posted it Saturday night on Truth Social.

Then deleted it Sunday.

Awkward.

Fox News confirmed the video was AI-generated and never actually aired on their platforms. The video claimed users would get a MedBed card with guaranteed access to top doctors and the most advanced technology, suggesting cures for any disease.

This is a hallmark of the MedBed conspiracy narrative circulating in fringe far right circles.

Look, regardless of your political leanings, we gotta talk about this. When the president of a leading country puts out clearly AI-generated content meant to deceive people, that's a problem.

People on Truth Social are legit selling MedBed cards following this video. Seniors and older Americans who see what appears to be a Fox News clip from the president might think it's real.

As AI video quality gets better, this type of disinformation will become commonplace.

What it means: 

High-quality AI video is now good enough to fool people when it comes from seemingly trusted sources.

Your company needs policies about verifying video content before acting on it, especially from social media.

Train your team to look for AI generation artifacts and always verify through official channels before believing viral clips.

4 – NVIDIA Commits $100B to Build OpenAI Data Centers 🏗️

NVIDIA and OpenAI casually dropped a $100 billion AI pact like it was a normal Thursday afternoon press release.

NVIDIA will invest $100 billion in a new OpenAI pact to build at least 10 gigawatts of AI data centers for the company behind ChatGPT, according to their joint announcement. Right now it's a letter of intent, not a finalized check.

But still.

The first one gigawatt of NVIDIA systems will be deployed in the second half of next year with full details to be finalized in coming weeks. This complements earlier commitments from Microsoft, Oracle, SoftBank, and Stargate partners who pledged at least $100 billion collectively in January.

One gigawatt is roughly the output of a large nuclear reactor, btw.

OpenAI CEO Sam Altman told CNBC the NVIDIA-built centers are in addition to previously announced projects. The infrastructure is essential to delivering services and improving models.

Altman's stated he wants to expand compute so much that within a year or two, OpenAI creates in one week what the entire industry currently produces in a year.

Wild ambitions require wild infrastructure investments, apparently.

What it means: OpenAI is going all-in on compute capacity to power next-generation models.

If your company is building on OpenAI's platform, this signals more reliability and less rate limiting ahead.

But AI compute costs will remain sky-high, so optimize your prompts and usage now.

5 – Meta Launches Vibes: An AI-Only Video Feed 📱

Welp. More AI from Meta, we guess? Yikes.

Meta just announced Vibes, a new feed in the Meta AI app and on meta.ai for creating and sharing short-form AI-generated videos. Yup, they launched a full social media feed that's AI videos only.

Early reaction? People are calling it a trough instead of vibes.

Ouch.

The current feed isn't personalized yet and shows an eclectic mix of AI clips. Think an elephant driving a convertible, a Viking doing a selfie with Bon Jovi. Meta is seeding a notable portion of the content with company-created AI accounts.

This is part of their partnership with MidJourney and other AI media companies. Theoretically anyone can join Vibes and start creating videos.

Public reaction has been largely negative. Many users are calling the feed unnecessary and lacking purpose beyond showcasing AI's ability to generate random visuals. People are using the term "AI slop."

Here's the thing though. Six months ago, creating AI videos required actual human effort. Now anyone with one prompt can make an okay looking video.

What it means: 

AI video generation has become so easy that platforms can auto-fill entire feeds with it.

The concern is whether this devalues creativity and contributes to more doom scrolling.

Don't let your brand jump on every AI trend just because it's possible. Ask whether it actually adds value first.

6 – OpenAI Expands Stargate with Five New US Data Centers ⚡

How many billion dollar deals can one company announce in a week?

OpenAI announced plans to build five new US data centers that weren't previously announced under its Stargate initiative. This major scale-up will push total planned capacity to nearly seven gigawatts.

That's roughly the output of seven large nuclear reactors, y'all.

The expansion is being developed in partnership with Oracle and SoftBank. Construction is already underway at at least one of the new sites in Texas, with photographs from April showing active development.

Oracle's involvement points to deeper integration with its cloud services. SoftBank's participation suggests ongoing investments in AI infrastructure and ecosystems beyond chips.

Between this announcement and the NVIDIA pact, OpenAI had three different partnerships announced this week representing multiple billion dollar commitments with three different parties.

Absolutely bonkers week for OpenAI on the partnership front.

What it means: 

OpenAI is building infrastructure to support models that are orders of magnitude more powerful than what exists today.

If you're planning AI implementations for 2026 and beyond, factor in that model capabilities will likely explode.

Start thinking about use cases that seem impossible now but might be trivial in 18 months.

7 –  Apple Tests ChatGPT-like competitor app to Improve Siri 🍎

Yeah, we’ve heard this story like umpteen times.

Apple is reportedly testing an internal ChatGPT-style LLM called Veritas to prepare a major Siri overhaul, according to Bloomberg. The revamped assistant is currently slated for a March 2026 debut.

We've literally heard versions of this for three years straight though.

Veritas is used to trial a new system named Linwood at Apple, which powers the upgraded Siri. It combines Apple's own large language models with at least one third-party model.

Features under testing include AI search across personal data like your music library, emails, and messages. Plus in-app tools like AI-driven photo editing.

Apple is reportedly evaluating whether certain capabilities should live inside Siri or be a dedicated third-party chatbot. They're trying to figure out if Veritas should be a consumer product or just an internal tool.

Apple Intelligence launched last year using a hybrid approach of their own models and partner models, mainly ChatGPT. For anything complex, Apple Intelligence asks if you just wanna send it to ChatGPT.

Apple will also reportedly launch an AI-powered search engine called World Knowledge Answers integrated first in Siri then later in Safari in 2026. They've entered into an agreement with Google to use Gemini AI models as part of that system.

Similar announcements about major Siri improvements have been made repeatedly over the past few years.

What it means: 

Apple continues to announce Siri improvements while competitors move ahead with their AI assistants.

Don't hold your breath waiting for Apple to catch up. Plan your workflows around tools that work today.

If you're in the Apple ecosystem, accept you'll need to rely on third-party AI apps for serious work for at least another year.

8 – What's New and What's Next 🚀

Perplexity released an AI-powered email assistant but only for users on their $200 max plan. Meta rolled out an AI-powered dating assistant in what's turning into their week of wild swings.

Claude has landed in Microsoft 365 Copilot. Distyl AI raised $175 million at a $1.8 billion valuation. Suno launched v5 of their AI music maker and it sounds really good.

Meta is in talks with Google to use Gemini for Facebook ads instead of their own Llama products. OpenAI released GPT Bao, a new benchmark comparing how different models do for real economically valuable tasks.

Spotify cracked down and cut 75 million AI tracks from the platform. Google released Gemini Robotics 1.5. Moonshot released Okay Computer in agent mode for their popular Kimi model.

Microsoft unveiled a new marketplace with 3,000 AI apps and agents. OpenAI tapped CoreWeave for a $6.5 billion compute partnership. ChatGPT rolled out the ability to share projects for teams.

Perplexity released its search API to compete with Google. Google released an updated version of Gemini 2.5 Flash and Gemini 2.5 Flash-Lite. Extremely impressive updates, btw.

Microsoft is testing a marketplace paying publishers royalties for AI content use. ChatGPT confirmed they were routing some GPT-4o queries to a GPT-5 model tuned for safety. Those people who wanted GPT-4o forever weren't happy about that.

Notebook LM may start saving chat history without having to save them as notes. OpenAI rolled out parental controls for ChatGPT.

You catch all that? lolz.

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