080: Today in AI: OpenAI Goes For-Profit, Consulting's Kodak Moment, Claude Excel Integration Launches

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This video is from the ‘AI with Kyle News and Updates Live Stream’ First aired: 29 October 2025

Summary: OpenAI has finally completed its conversion to a for-profit company, and honestly, it's been coming for ages. They've shifted from their original nonprofit structure to a public benefit corporation, with Microsoft now holding a proper 27% stake instead of their previous arrangement where they were entitled to 49% of profits. The whole thing is a legal nightmare of LLCs and holding companies that'll keep lawyers busy for months, and I'm sure Elon Musk is absolutely fuming about it. The restructuring means OpenAI can now properly raise capital and actually turn a profit, which was always going to happen once they realised there's serious money in this space. It's a bit of a departure from the "for the good of humanity" mission, but when you need billions in investment, you've got to give investors a reason to care.

Beyond that, we covered how consulting firms might be heading for their Kodak moment—basically, they're sitting on AI tools that could cannibalise their own business model, which never ends well.

And Claude dropped some genuinely useful finance integrations, including a proper Excel add-in that lets you work directly in spreadsheets, plus a bunch of skills for financial analysis. The mad bit is that DeepSeek is apparently the best AI for stock trading right now, having doubled its money in nine days, which absolutely nobody saw coming. Google also has this vibe coding tool called AI Studio Build that's actually quite good, but typical Google, nobody knows it exists because their marketing is terrible and they have seventeen competing products.

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—— Time Stamps —— 0:00 Introduction  0:20 OpenAI Completes For-Profit Conversion 5:05 OpenAI's Mission Shift and Investor Concerns 6:15 Consulting Industry Facing Their Kodak Moment 14:37 Q&A: Deloitte's AI Hallucination Report Scandal 15:46 Claude Overtakes OpenAI in Enterprise Market Share 19:34 Claude's Excel Integration for Finance Professionals 21:57 DeepSeek Dominates AI Trading Bot Competition 23:21 Claude Releases New Agent Skills for Finance 24:32 Why Google AI Tools Are Underrated but Hidden 25:29 Closing Remarks and Newsletter Subscription

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