- AI Valley
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- SoftBank dumps Nvidia to double down on OpenAI
SoftBank dumps Nvidia to double down on OpenAI
PLUS: ElevenLabs just launched a voice marketplace
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Howdy, it’s Barsee.
Happy Wednesday, AI family, and welcome to another AI Valley edition. This issue takes 4 minutes to read.
Today’s climb through the Valley reveals:
ElevenLabs just launched a voice marketplace
Anthropic is on track to turn a profit much faster than OpenAI
SoftBank dumps Nvidia to double down on OpenAI
OpenAI is preparing Group Chats for ChatGPT
Plus trending AI tools, posts, and resources
Let’s dive into the Valley of AI…
WISPR FLOW
Flow is designed for people who hate interruptions. You can think, build, or plan — and keep going, while your words appear in perfect form.
Developers use it in Cursor. Writers use it in Notion. Managers use it to clear inboxes in minutes.
It's a rare tool that respects your focus. Once you find your rhythm, Flow keeps pace (no friction, no noise, just seamless momentum).
*This is sponsored
THROUGH THE VALLEY
ElevenLabs just launched their Iconic Voice Marketplace, offering officially licensed AI-generated voices of 28 legendary living and historical figures across entertainment, sports, science, and culture (including not only Michael Caine, Liza Minnelli, and Maya Angelou’s estate, but also icons like Alan Turing, Florence Griffith Joyner, and Thomas Edison).
ElevenLabs handles synthesis and licensing, while celebrities or their estates retain control. In one high-profile example, Matthew McConaughey (also an ElevenLabs investor) is using the tech to voice his newsletter in Spanish.
Every license includes full commercial usage rights, allowing businesses and creators to use these voices confidently in media, ads, gaming, and other storytelling forms.
Why does it matter?
AI voice cloning has already flooded the internet with unauthorized imitations, blurring legal and ethical lines. By offering a dynamic, rights-secured platform, ElevenLabs aims to legitimize the booming AI voice industry and enable transparent, collaborative commercialization of iconic IP.
Financial filings obtained by The Wall Street Journal show Anthropic expects to break even by 2028, while OpenAI projects $74 billion in losses that same year (nearly three-fourths of its revenue). Anthropic targets profitability two years later; OpenAI not until 2030.
OpenAI is burning cash at record speed: $4.3B in revenue against $2.5B in losses in early 2025, with a full-year burn forecast of $8B. It’s pouring billions into chips, data centers, and R&D, spending 14× more than Anthropic as it chases compute-driven dominance.
Anthropic, meanwhile, is taking a leaner path. Roughly 80% of its revenue comes from enterprise clients using Claude for coding and automation. By skipping compute-heavy image and video models, it keeps costs tight (a 9% burn rate in 2027 versus OpenAI’s 60%).
By 2028, Anthropic projects $70B in revenue and $17B in cash flow, with $9B annualized by the end of 2025 and $26B forecast for 2026.
SoftBank sold its entire $5.8B Nvidia stake to fund new OpenAI-linked investments (an “all in” bet by CEO Masayoshi Son amid doubts over trillion-dollar AI spending).
It’s Son’s second Nvidia exit: he sold a $4B stake in 2019 that would now be worth over $150B. Before that sale, Sam Altman invited Son to invest $10B in OpenAI (a deal that went to Microsoft instead).
Now, Son’s back with a $33.2B campaign focused on OpenAI’s infrastructure and agent ecosystem, which he calls “the future most valuable company in the world.”
Why does it matter?
Ironically, even as Son reallocates funds from Nvidia to OpenAI, the circular nature of the AI economy means that much of this investment will cycle back into Nvidia chips powering OpenAI's models. Analysts are divided: some cite SoftBank’s huge quarterly profit ($13–16B net income) as evidence of bold, successful repositioning, while others warn of stretched AI valuations and the need for real returns to justify Son's colossal bet.
OpenAI is testing Group Chats for ChatGPT, letting multiple users collaborate with each other and the AI in one shared thread. Similar to Microsoft Copilot’s group mode, it adds deeper control, including:
Custom system prompts for each group discussion
Options for when ChatGPT should respond (auto or only when tagged)
Admin tools for participation and privacy
It’s built for structured collaboration, giving teams, classrooms, or research groups a shared AI workspace that streamlines brainstorming, planning, and live problem-solving.
Internal builds suggest a December rollout during OpenAI’s annual 12 Days of OpenAI update cycle.
Why does it matter?
If done right, Group Chats could turn ChatGPT from a solo assistant into a team hub where people think, plan, and iterate together. Instead of separate chats, ChatGPT becomes a live participant in group workflows, speeding up how teams exchange ideas and reach consensus.
TRENDING TOOLS
Rocket > Command-based AI building. Over 100 commands for layouts, code, integrations, and content. No prompts. Just precision *
Sheet0 > YOLO mode comes to spreadsheets
Scribe v2 Realtime > The most accurate real-time speech-to-text model
Lovable > AI coding startup nears 8 million users in 1 year
AI context flow > Get 10x better results from ChatGPT, Claude, Gemini & more, with improved prompts using your universal AI memory.
Beside > It answers the phone, remembers everything, and acts across your world
Google Nano Banana > A new, more personalized AI-powered image editing capabilities for Google Photos
Replit AI Integrations > Build AI apps using 300+ models directly in Replit (no API keys or setup required)
Primer > AI agents that demo, onboard, and support your product
(*) signifies sponsored tool
THINK PIECES / BRAIN BOOST
AI Diffusion Report: Where AI is most used, developed, and built
Faceless content and AI tools are turning one-hour-a-day side hustles into serious revenue streams
ChatGPT just got two new apps. Peloton, to plan a workout routine and Tripadvisor to make vacation plans
This guide walks you through creating a voice assistant that thinks before it talks
THE VALLEY GEMS
THAT’S ALL FOR TODAY
Thank you for reading today’s edition. That’s all for today’s issue.

💡 Help me get better and suggest new ideas at [email protected] or @heyBarsee
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