Maybe OpenAI will wake up now

PLUS: ChatGPT uninstalls surged by 295% after Pentagon deal

Author

Barsee
03 Mar

Together with

Howdy, it’s Barsee again.

Happy Tuesday, AI family, and welcome back to AI Valley.

Today’s climb through the Valley reveals:

  • ChatGPT uninstalls surged by 295% after Pentagon deal

  • Anthropic launches “Memory” to pull ChatGPT users over

  • DeepSeek V4 might launch this week

  • Plus trending AI tools, posts, and resources

Let’s dive into the Valley of AI…

VIKTOR

Courtesy: Viktor

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It doesn't stop at data pulls. Viktor builds and deploys web apps, generates board-ready PDFs, manages Google Ads campaigns end-to-end, and runs scheduled tasks 24/7. Your Monday morning briefing? Automated. Weekly ad performance reports? Running before you open your laptop.

3,000+ integrations. SOC 2 certified. Your data never trains models. 84% of teams that add Viktor never stop using it.

Give Viktor your worst task. $100 in credits, on us.

*This is sponsored

THROUGH THE VALLEY

ChatGPT’s U.S. mobile app saw a sharp backlash after reports that OpenAI partnered with the Department of Defense. On February 28, uninstall rates jumped 295% in a single day, far above the usual daily change. Downloads fell 13% that Saturday and dropped again the next day. One-star reviews surged 775%, while five-star ratings were cut in half. At the same time, Anthropic’s Claude gained attention after stating it would not work with the Defense Department. Claude’s U.S. downloads rose between 37% and 88%, briefly making it the top free app on the iPhone.

OpenAI says it is revising its Pentagon agreement following criticism that the deal lacked clarity. CEO Sam Altman said the updated contract will ban the use of its systems for spying on Americans and require additional approval before agencies such as the NSA can deploy the technology.

Anthropic launched Memory, which lets users move their saved preferences and context from ChatGPT, Gemini, or Copilot into Claude with a single copy and paste. Users run a prompt in their current chatbot, paste the result into Claude, and their memory transfers within a day. Claude’s memory feature is now available to free users, and Claude Code can automatically remember project details and workflows across sessions. The timing suggests Anthropic is focused on turning a surge of new users into long-term retention.

DeepSeek plans to release its new large language model, V4, this week, marking its first major launch since the R1 model in January 2025. The Hangzhou-based company says V4 will be multimodal, able to generate text, images, and video. It has worked with Chinese chipmakers Huawei and Cambricon to optimize the model for domestic hardware, signaling efforts to reduce reliance on Nvidia chips amid U.S. export controls. The launch comes ahead of China’s “Two Sessions” political meetings and could strengthen DeepSeek’s position as a national AI contender against U.S. rivals.

TRENDING TOOLS

  • SitDeck > AI that tracks global events such as conflicts, earthquakes, flights, nuclear risks, cyberattacks, elections, shipping routes, and financial markets

  • Perplexica > A privacy-focused AI answering engine that runs entirely on your own hardware

  • Hermes > A writing tool that helps you think deeper without doing the writing for you

  • Basis > Agents built specifically for accounting

  • Ash > The first AI designed for therapy

  • Pimeyes > Search the internet using a face photo to find matching images across public websites

  • Claude Import Memory > You can now copy-paste anything into Claude, including your preferences, projects, and context from other AI providers

  • SuperSet > Orchestrate swarms of Claude Code, Codex, etc. in parallel

  • BrowserOS > An open-source agentic web browser

SIGNALS

Humanoid robots look impressive, but we are not close to having general-purpose robots at home. The idea sounds similar to self-driving cars, except harder. Cars operate in structured environments with one clear task and benefit from massive real-world driving data. Home robots would face messy, unpredictable spaces and a huge range of tasks, from laundry to cooking to shopping. Hardware is still fragile, and there’s no large-scale data pipeline like Tesla has for driving. While investment is pouring into companies like Figure, 1X, and Tesla’s Optimus, major structural challenges remain. Simpler robots, like vacuums and lawn mowers, are progressing faster because their tasks are limited and realistic.

WHAT I'M CONSUMING

INDUSTRY MOVES

  • Cursor has reportedly surpassed $2B in annualized revenue. It went from $1B to $2B in 3 months

  • MyFitnessPal has acquired Cal AI, the viral calorie app built by teens. It soared to over 15 million downloads and over $30 million in annual revenue in under 2 years

THE VALLEY GEMS

What’s trending on social today:

THAT’S ALL FOR TODAY

Thank you for reading today’s edition. That’s all for today’s issue.

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