Dec 23, 2025 5 min read Daily Rundown

🛎️ Consumer AI 2025

Plus: OpenAI Maps Enterprise AI, AI Cloud Outpaces Security

Good Morning, AI Enthusiasts!

2025 is closing with a split-screen reality: consumer AI is exploding into the mainstream while enterprise adoption accelerates even faster and cloud security is struggling to keep up.

CONSUMER

Consumer AI Consolidates Fast Despite Constant New Product Noise in 2025

This year, according to Andreessen Horowitz’s 2025 consumer AI review, the big labs shipped relentlessly, but user behavior barely budged. OpenAI rolled out dozens of features inside ChatGPT. Google pushed viral image and video models through Gemini. Others followed. Usage went up. Choice did not. Fewer than 10 percent of ChatGPT weekly users even touched another assistant. Only 9 percent paid for more than one. This year felt loud. The market stayed narrow.

That concentration matters more than the launches. ChatGPT is sitting at roughly 800 to 900 million weekly active users, with engagement metrics nearly double Gemini’s on desktop. Retention tells the same story. Even as Gemini grew faster year over year, from a smaller base, consumer routines stayed locked in. The assumption that new features automatically drive switching keeps failing. Distribution, habit, and default placement are doing the real work. Interfaces are crowded. Breakout products are rare.

Our take is that 2026 sharpens this divide. The big labs will keep stacking capabilities onto existing surfaces, stressing UX and slowing real adoption. Meanwhile, focused startups with opinionated interfaces will keep slipping through the gaps. This is not winner take all. It is winner take most, with a long tail that still compounds quietly.

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ENTERPRISE

Enterprise AI quietly crosses from experiment into operating layer

OpenAI published its 2025 State of Enterprise AI report, and it is the first time the company has put real internal usage data on the table. Not anecdotes. Actual message volume, token consumption, workflow depth, and worker behavior across more than a million business customers. The headline shift is not adoption. That already happened. The shift is intensity. Enterprise usage is no longer about asking questions. It is about embedding reasoning models, custom GPTs, and APIs into daily workflows at scale. This feels different because the numbers show repetition, reuse, and dependency, not curiosity.

This breaks the comfortable assumption that enterprise AI is still in pilot mode. Weekly enterprise messages are up eight times. Reasoning token usage per organization is up more than three hundred times. Structured workflows grew nineteen times in a year. Workers report saving close to an hour a day, but more importantly, seventy five percent say they can now do tasks they previously could not. That is capability expansion, not efficiency. The gap between frontier firms and everyone else is already visible, measurable, and widening.

The report signals the start of an operating divide. If this pattern holds, AI will stop being a horizontal tool and become firm specific infrastructure. The risk is not job loss. The risk is organizational irrelevance for companies that never move past shallow use.

SECURITY

AI Cloud Security Is Breaking Faster Than Teams Can Patch

What just happened is not a breach, but a structural slip. Companies rushed AI workloads into the cloud and security simply did not keep up. According to the 2025 cloud security research, more than 70 percent of organizations now run AI powered services in production. That speed changed the shape of risk. The biggest failures are not exploits or malware. They are permissions that were never scoped, identities that were never tracked, and configurations that were never reviewed. Non human identities now outnumber employees and quietly hold long lived access. This feels different because nothing is technically broken. Everything is working exactly as deployed.

Cloud security was designed for slower, human paced systems. AI workloads move faster and touch more surfaces. Models need access to data stores, APIs, plugins, and memory layers. Each connection widens the blast radius. Eighty percent of incidents now trace back to identity misuse rather than code flaws. Attacks that once took weeks can unfold in minutes. Response still takes days. The gap between how fast systems act and how slowly teams can reason is becoming the core vulnerability.

If this continues, security shifts from perimeter defense to identity control and automation. AI cloud stacks will either harden by default or leak continuously. The risk is not collapse. It is permanent exposure at scale.

QUICK HITS

Sony Interactive Entertainment has filed a patent on using AI to adjust and filter game audio and video in real time.
Riyadh Air is launching as an “AI-native” airline, embedding AI across customer service, employee workflows, and core airline operations from day one.
Sam Altman argues that long-term, near-infinite memory—rather than improved reasoning—will drive the next major leap in AI systems.
Anthropic has open-sourced Bloom to automate evaluations of alignment-related behaviors in frontier AI models.
Samsung will debut Gemini-powered home appliances at CES 2026, marking Google Gemini’s first integration into major home appliances.

TRENDING

Daily AI Launches

Touched Grass has launched a gamified tool to create and share badges for real-life achievements and daily wins.
MyLens for Chrome has launched an extension that instantly converts web content into interactive AI visualizations in 60+ languages.
GetProfile has launched an open-source, self-hosted tool that gives AI agents structured long-term memory and user profiles stored in PostgreSQL.
Sparkle has launched a zero-setup email service with robust deliverability starting at $4 per 1,000 emails.

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