Revolutionary Changes in ChatGPT 5.5

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SpaceX is telling its investors it wants to start building its own GPUs. This is a massive deal because I think this is really just showing us how tight the compute market has gotten. You have, like, a rocket company that is looking at building its own silicone. We also have to talk about Microsoft teaming up with Anthropic to plug Claude directly into their secure coding stack, and OpenAI is quietly briefing federal agencies on the new GPT 5.5 cyber model. There is a whole kind of AI meet cyber story that we are seeing, and this is playing out in a lot of different places. Also, Google dropped a very serious agent platform on their cloud event this week. They have a 200-plus model in their model garden and new tooling aimed exactly at OpenAI and Anthropic. I think this one is very interesting because Google has been criticized for falling behind on the agent race, and so I think this is basically their very clear response to that. We also have news from Meta. They're doing layoffs of about 18,000 people, which is about 10% of their workforce. Zuckerberg has pretty openly pointed out that AI is the reason for this. Microsoft, on the exact same day, also announced its first ever voluntary buyout program. This is targeted at about 8,700 employees. So I don't think this is just a Meta story. I think this is a story about AI-- how AI is starting to really reshape payroll at the biggest companies on the planet. And then we're gonna do a little bit of a deep dive on OpenAI shipping GPT 5.5 yesterday. This is just six weeks after GPT 5.4