Oct 7, 2025 6 min read Daily Rundown

🛎️ The Next App Store

Plus: AI Monopoly, Deloitte’s Digital Irony

Good Morning, AI Enthusiasts!

AI is no longer just the operating system, it’s becoming the marketplace.

NEW LAUNCH

OpenAI Turns ChatGPT Into the Next App Store

📌 What’s happening: At DevDay, OpenAI introduced its own version of an app store, but this one does not rely on icons or downloads. Developers can now build and embed apps directly inside ChatGPT using a new SDK, while users can activate them through plain conversation, for example by asking Spotify to make a playlist or asking Zillow to find apartments. Early partners include Canva, Figma, Coursera, Expedia, and Spotify, with commerce and monetization tools expected later this year. With 800 million people using ChatGPT every week, OpenAI has instantly created one of the largest distribution networks in AI history.

🧠 How this hits reality: This move changes how people discover and use software. Instead of opening apps, users simply talk to them, turning the interface into a single conversational layer. For developers, it removes dependence on Apple and Google’s ecosystems, giving them direct access to users and new payment channels within ChatGPT. For the tech giants, it is a serious threat, since ChatGPT is becoming the new home screen and the real operating system is now built from language itself.

🛎️ Key takeaway: OpenAI did not just launch an app store. It redefined what an app means in the age of conversation.

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Venture Capital Just Became an AI Monopoly

📌 What’s happening: For the first time in history, AI startups now absorb over half of all global venture capital, pulling in $192.7B of $366.8B raised in 2025, according to PitchBook. The U.S. number is even starker, 62.7% of VC dollars went to AI plays in Q3. Only 823 funds raised capital this year, compared to 4,430 in 2022, creating a brutal binary: you’re either building in AI, or you’re irrelevant.

🧠 How this hits reality: Venture capital has turned into an AI index fund. Non-AI founders are watching Series A rounds evaporate while LPs double down on the next “compute frontier.” The result is a two-speed ecosystem where mega-funded AI labs hoarding GPUs and talent, and everyone else pretending to be “AI-enabled” just to survive pitch day. The capital moat is no longer product-market fit; it’s access to silicon and scale.

🛎️ Key takeaway: VC isn’t funding startups anymore, it’s underwriting the AI industrial complex.

ENTERPRISE

Deloitte Doubles Down on AI Right After AI Exposes Its Flaws

📌 What’s happening: Global consulting giant Deloitte made two headlines in one day. It proudly announced a major enterprise deal with Anthropic, bringing Claude to nearly 500,000 employees and positioning itself as a leader in “responsible AI.” Yet, within hours, the Australian Department of Employment revealed that Deloitte must refund part of a government contract after its AI-generated report cited imaginary academic papers. The same tool it’s now selling as enterprise transformation just cost it public credibility.

🧠 How this hits reality: This episode turns Deloitte into a mirror for the entire consulting industry. Everyone is racing to productize AI expertise before mastering it. The firms trusted to audit others are now being audited by their own machines. The next disruption to management consulting may not come from startups, but from inside their own slide decks—where automation meets accountability.

🛎️ Key takeaway: Deloitte’s “AI revolution” started with an AI refund. The industry’s smartest minds just proved they can out-automate their own mistakes.

QUICK HITS

Google DeepMind has unveiled CodeMender that can automatically detect, patch, and rewrite software code with security vulnerabilities.
Google launched an AI bug bounty program paying up to $30K for finding rogue AI actions.
Adobe predicts US online holiday sales to hit $253.4 billion in 2025, with AI-assisted shopping traffic soaring 520% year over year as the key growth driver.
Sam Altman said there are no current ads in ChatGPT Pulse, but he hasn’t ruled out adding personalized ones in the future.
Taylor Swift faced backlash from fans who suspected her new album promo videos were AI-generated, an irony given her past criticism of AI misuse of her image.

TRENDING

Daily AI Launches

PromptSignal has launched a tool that tracks your brand's rank and visibility in AI answers and provides weekly recommendations.
TimeFly Dev has launched a tool that automatically tracks all coding activity to give developers deep productivity insights.
Fruitful has launched a tool that tracks competitor websites and alerts you to key changes like pricing moves, product launches, and hiring.
TrueWellness has launched an agentic system that continuously learns from your body's data to provide precise, real-time personalized health guidance.

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