Daily Edition · Page 1

THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

SAM ALTMAN'S SPRINT TO CORRECT OPENAI'S DIRECTION AND FEND OFF GOOGLE

OpenAI CEO Sam Altman made the call last week to pause the company's side projects for eight weeks and focus on improving ChatGPT. The decision was a major strategic course correction. Altman instructed employees to boost ChatGPT through the better use of user signals. OpenAI is set to release a new model this week, and it also plans to release another model in January with better images, improved speed, and a better personality, after which it will end the 'code red'.

THE STATE OF ENTERPRISE AI

OpenAI's state of the enterprise AI report shares a comprehensive look at how enterprises are adopting AI, what workers say they're gaining, and how organizational leaders are turning experimentation into measurable productivity and new capabilities. The analysis draws on real-world usage data from OpenAI's enterprise customers and a survey of over 9,000 workers across 100 enterprises. It is clear that enterprise adoption is accelerating in both breadth and depth. The technology is reshaping how people work, how teams collaborate, and how organizations build and deliver products.

BARTS HEALTH NHS CONFIRMS CL0P RANSOMWARE BEHIND DATA BREACH

Barts Health NHS Trust confirmed that the Cl0p ransomware group exfiltrated 241 GB of data from invoice databases after exploiting a vulnerability in Oracle E-Business Suite. The breach occurred in August but remained undetected until data surfaced on leak sites in November. Stolen data included patient billing information, former staff salary records, and supplier payment details. Clinical systems remained unaffected. Oracle has since patched the exploited flaw. The incident highlights the continued targeting of healthcare organizations through enterprise software vulnerabilities.

STRATEGY BUYS $963 MILLION MORE BITCOIN

Strategy purchased an additional 10,624 BTC for approximately $962.7 million at an average price of $90,615 per bitcoin between December 1 and 7, bringing its total holdings to 660,624 BTC, worth around $60 billion and representing over 3% of Bitcoin's total 21 million supply with approximately $10.6 billion in unrealized gains. The acquisition, funded through at-the-market sales of MSTR shares ($928.1m) and STRD perpetual preferred stock ($34.9m), is part of Strategy's "42/42" plan targeting $84 billion in capital raises through 2027, while the company also established a $1.44 billion USD Reserve to cover dividend payments and debt obligations for approximately 18 months. Despite the continued accumulation, Strategy's stock has declined 61% from summer peaks and trades at a market cap-to-net asset value ratio of 0.86, prompting CoinShares to warn that the digital asset treasury model is being re-evaluated as "the bubble deflates" amid concerns about shareholder dilution and token-per-share growth strategies.

CURRENT FUEL MIX AND USES

We're in the middle of a period of rapid transition in energy. Solar is decosting at an accelerating rate, coal is shrinking, and nuclear is flat. Primary production will soon be mostly solar. Batteries will be everywhere, and the grid will shrink. Datacenters, which are already building their own captive power plants, will become power sources for their communities. Substantial cost improvements are still needed to make space AI competitive.

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