Models on the march - Ben's Bites

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Models on the march

50M paying consumers for ChatGPT

Mar 03, 2026

Hey folks,

I’m hosting a free workshop on Thursday (will be recorded) - Become a builder. Aimed at less-technical folks who want to build apps, automations and agents with AI tools. If you’re drowning in content, tool choices and don’t quite know the system to get to the next level, this workshop is made for you. I’ll reveal how I reverse engineer business ideas, build from scratch, set up agent automations and consistently ship new things. Sign up for free here.

Last weekend was not normal. The US government’s Department of War (DoW) labelled Anthropic a supply chain risk (here’s what that means) because they did not agree on Claude’s use for autonomous weapons and mass surveillance. Meanwhile, OpenAI did manage to reach an agreement with the DoW, claiming that it still holds onto the same redlines as Anthropic. It did not, leading to an AMA with the OpenAI team and an update to the said agreement. OpenAI is also publicly asking the DoW to take back the risk label on Anthropic.

This is far from solved, but OpenAI has already taken clear damage to its public image. Anthropic did a cheeky little play of adding an import memory button to Claude for people moving over from ChatGPT. But is that enough? Because if the US administration has its way, Anthropic has much larger concerns. Ben Thompson, as usual, goes into the political details of Anthropic and Alignment.

That doesn’t stop them from shipping, though.

Claude Code has an auto-memory feature now - it learns across sessions and then remembers it when you start a new one. Also, voice mode in Claude Code is rolling out to users. Type /voice and then hold space to use push-to-talk. Your messages get transcribed, and it doesn’t cost you anything, not even your tokens from your subscription.

OpenAI has raised $110B at $730B valuation. This brings Amazon as an investor, and OpenAI will use the Trainium chips to serve some of its products. Some stats from this post: Codex now has 1.6M weekly users, and there are 9M business customers and 50M paying consumers for ChatGPT.

Entire CLI now supports Droid - Share your sessions, chat logs, prompts, and more to keep the context of your work.

Incredible is the fastest way (literally) to work on your computer. Press a key, speak naturally & an always-on AI assistant helps you write + act across all your apps natively. Real voice-controlled 'vibe computing', making you absurdly productive. Invite-only. First 50 readers get access codes.*

🌐What I’m consuming

⚙️ Tools and demos

🥣 Dev Dish

🍦 Afters

That’s it for today. Feel free to comment and share your thoughts. 👋

* sponsors who make this newsletter possible :)

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