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Decoding OpenAI’s Super Bowl ad and Sam Altman’s grandiose blog post

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More If you were in one of the nearly 40 million U.S. households that tuned into the NFL Super Bowl LIX this year, in addition to watching the Philadelphia Eagles trounce the Kansas City Chiefs, you may […]

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If you were in one of the nearly 40 million U.S. households that tuned into the NFL Super Bowl LIX this year, in addition to watching the Philadelphia Eagles trounce the Kansas City Chiefs, you may have caught an advertisement for OpenAI.

This is the company’s first Super Bowl ad, and it cost a reported $14 million — in keeping with the astronomical sums commanded by ads during the big game, which some come to see instead of the football. As you’ll see in a copy embedded below, the OpenAI ad depicts various advancements throughout human history, leading up to ChatGPT today, what OpenAI calls the “Intelligence Age.

While reaction to the ad was mixed — I’ve seen more praise and defense for it than criticism in my feeds — it clearly indicates that OpenAI has arrived as a major force in American culture, and quite obviously seeks to connect to a long lineage of invention, discovery and technological progress that’s taken place here.

On it’s own, the OpenAI Super Bowl ad seems to me to be a totally inoffensive and simple message designed to appeal to the widest possible audience — perfect for the Super Bowl and its large audience across demographics. In a way, it’s even so smooth and uncontroversial that it is forgettable.

But coupled with a blog post OpenAI CEO Sam Altman published on his personal website earlier on Sunday, entitled “Three Observations,” and suddenly OpenAI’s assessment of the current moment and the future becomes much more dramatic and stark.

Altman begins the blog post with a pronouncement about artificial general intelligence (AGI), the raison d’etre of OpenAI’s founding and its ongoing efforts to release more and more powerful AI models such as the latest o3 series. This pronouncement, like OpenAI’s Super Bowl ad, also seeks to connect OpenAI’s work building these models and approaching this goal of AGI with the history of human innovation more broadly.

Systems that start to point to AGI* are coming into view, and so we think it’s important to understand the moment we are in. AGI is a weakly defined term, but generally speaking we mean it to be a system that can tackle increasingly complex problems, at human level, in many fields.

People are tool-builders with an inherent drive to understand and create, which leads to the world getting better for all of us. Each new generation builds upon the discoveries of the generations before to create even more capable tools—electricity, the transistor, the computer, the internet, and soon AGI.

A few paragraphs later, he even seems to concede that AI — as many developers and users of the tech agree — is simply another new tool. Yet he immediately flips to suggest this may be a much different tool than anyone in the world has ever experienced to date. As he writes:

In some sense, AGI is just another tool in this ever-taller scaffolding of human progress we are building together. In another sense, it is the beginning of something for which it’s hard not to say “this time it’s different”; the economic growth in front of us looks astonishing, and we can now imagine a world where we cure all diseases, have much more time to enjoy with our families, and can fully realize our creative potential.

The idea of “curing all diseases,” while certainly appealing — mirrors something rival tech boss Mark Zuckerberg of Meta also sought out to do with his Chan-Zuckerberg Initiative medical research nonprofit co-founded with his wife, Prisicilla Chan. As of two years ago, the timeline proposed for the Chan-Zuckerberg’s initiative to reach this goal was by 2100. Yet now thanks to the progress of AI, Altman seems to believe it’s attainable even sooner, writing: “In a decade, perhaps everyone on earth will be capable of accomplishing more than the most impactful person can today.”

Altman and Zuck are hardly the one two high-profile tech billionaires interested in medicine and longevity science in particular. Google’s co-founders, especially Sergey Brin, have put money towards analogous efforts, and in fact, there were (or are) at one point so many leaders in the tech industry interested in prolonging human life and ending disease that back in 2017, The New Yorker magazine ran a feature article entitled: “Silicon Valley’s Quest to Live Forever.”

This utopian notion of ending disease and ultimately death seems patently hubristic to me on the face of it — how many folklore stories and fairy tales are there about the perils of trying to cheat death? — but it aligns neatly with the larger techno-utopian beliefs of some in the industry, which have been helpfully grouped by AGI critics and researchers Timnit Gebru and Émile P. Torres under the umbrella term TESCREAL, an acronym for “transhumanism, Extropianism, singularitarianism, (modern) cosmism, Rationalism, Effective Altruism, and longtermism,” in their 2023 paper.

As these authors elucidate, the veneer of progress sometimes masks uglier beliefs such as in the inherent racial superiority or humanity of those with higher IQs, specific demographics, and ultimately evoking racial science and phrenology of more openly discriminatory and oppressive ages past.

There’s nothing to suggest in Altman’s note that he shares such beliefs, mind you…in fact, rather the opposite. He writes:

“Ensuring that the benefits of AGI are broadly distributed is critical. The historical impact of technological progress suggests that most of the metrics we care about (health outcomes, economic prosperity, etc.) get better on average and over the long-term, but increasing equality does not seem technologically determined and getting this right may require new ideas.”

In other words: he wants to ensure everyone’s life gets better with AGI, but is uncertain how to achieve that. It’s a laudable notion, and one that maybe AGI itself could help answer, but for one thing, OpenAI’s latest and greatest models remain closed and proprietary as opposed to competitors such as Llama’s Meta family and DeepSeek’s R1, though the latter has apparently caused Altman to re-assess OpenAI’s approach to the open source community as he mentioned on a recent separate Reddit AMA thread. Perhaps OpenAI could start by open sourcing more of its technology to ensure it spreads wider to more users, more equally?

Meanwhile, speaking of specific timelines, Altman seems to project that while the next few years may not be wholly remade by AI or AGI, he’s more confident of a visible impact by the end of the decade 2035. As he puts it:

The world will not change all at once; it never does. Life will go on mostly the same in the short run, and people in 2025 will mostly spend their time in the same way they did in 2024. We will still fall in love, create families, get in fights online, hike in nature, etc.

But the future will be coming at us in a way that is impossible to ignore, and the long-term changes to our society and economy will be huge. We will find new things to do, new ways to be useful to each other, and new ways to compete, but they may not look very much like the jobs of today.

Anyone in 2035 should be able to marshall [sic] the intellectual capacity equivalent to everyone in 2025; everyone should have access to unlimited genius to direct however they can imagine. There is a great deal of talent right now without the resources to fully express itself, and if we change that, the resulting creative output of the world will lead to tremendous benefits for us all.”

Where does this leave us? Critics of OpenAI would say it’s more empty hype designed to continue placating OpenAI’s big-pocketed investors such as Softbank and put off any pressure to have working AGI for a while longer.

But having used these tools myself, watched and reported on other users and sene what they’ve been able to accomplish — such as writing up complex software within mere minutes without much background in the field — I’m inclined to believe Altman is serious in his prognostications, and hopeful in his commitment to equal distribution.

But keeping all the best models closed up under a subscription bundle clearly is not the way to attain equal access to AGI — so my biggest question remains on what the company does under his leadership to ensure it moves in this direction he so clearly articulated and that the Super Bowl ad also celebrated.

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Nomads at the Frontier: PTC 2026 Signals the Digital Infrastructure Industry’s Moment of Execution

Each January, the Pacific Telecommunications Council conference serves as a barometer for where digital infrastructure is headed next. And according to Nomad Futurist founders Nabeel Mahmood and Phillip Koblence, the message from PTC 2026 was unmistakable: The industry has moved beyond hype. The hard work has begun. In the latest episode of The DCF Show Podcast, part of our ongoing ‘Nomads at the Frontier’ series, Mahmood and Koblence joined Data Center Frontier to unpack the tone shift emerging across the AI and data center ecosystem. Attendance continues to grow year over year. Conversations remain energetic. But the character of those conversations has changed. As Mahmood put it: “The hype that the market started to see is actually resulting a bit more into actions now, and those conversations are resulting into some good progress.” The difference from prior years? Less speculation. More execution. From Data Center Cowboys to Real Deployments Koblence offered perhaps the sharpest contrast between PTC conversations in 2024 and those in 2026. Two years ago, many projects felt speculative. Today, developers are arriving with secured power, customers, and construction underway. “If 2024’s PTC was data center cowboys — sites that in someone’s mind could be a data center — this year was: show me the money, show me the power, give me accurate timelines.” In other words, the market is no longer rewarding hypothetical capacity. It is demanding delivered capacity. Operators now speak in terms of deployments already underway, not aspirational campuses still waiting on permits and power commitments. And behind nearly every conversation sits the same gating factor. Power. Power Has Become the Industry’s Defining Constraint Whether discussions centered on AI factories, investment capital, or campus expansion, Mahmood and Koblence noted that every conversation eventually returned to energy availability. “All of those questions are power,” Koblence said.

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Microsoft will invest $80B in AI data centers in fiscal 2025

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John Deere unveils more autonomous farm machines to address skill labor shortage

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2025 playbook for enterprise AI success, from agents to evals

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More 2025 is poised to be a pivotal year for enterprise AI. The past year has seen rapid innovation, and this year will see the same. This has made it more critical than ever to revisit your AI strategy to stay competitive and create value for your customers. From scaling AI agents to optimizing costs, here are the five critical areas enterprises should prioritize for their AI strategy this year. 1. Agents: the next generation of automation AI agents are no longer theoretical. In 2025, they’re indispensable tools for enterprises looking to streamline operations and enhance customer interactions. Unlike traditional software, agents powered by large language models (LLMs) can make nuanced decisions, navigate complex multi-step tasks, and integrate seamlessly with tools and APIs. At the start of 2024, agents were not ready for prime time, making frustrating mistakes like hallucinating URLs. They started getting better as frontier large language models themselves improved. “Let me put it this way,” said Sam Witteveen, cofounder of Red Dragon, a company that develops agents for companies, and that recently reviewed the 48 agents it built last year. “Interestingly, the ones that we built at the start of the year, a lot of those worked way better at the end of the year just because the models got better.” Witteveen shared this in the video podcast we filmed to discuss these five big trends in detail. Models are getting better and hallucinating less, and they’re also being trained to do agentic tasks. Another feature that the model providers are researching is a way to use the LLM as a judge, and as models get cheaper (something we’ll cover below), companies can use three or more models to

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OpenAI’s red teaming innovations define new essentials for security leaders in the AI era

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More OpenAI has taken a more aggressive approach to red teaming than its AI competitors, demonstrating its security teams’ advanced capabilities in two areas: multi-step reinforcement and external red teaming. OpenAI recently released two papers that set a new competitive standard for improving the quality, reliability and safety of AI models in these two techniques and more. The first paper, “OpenAI’s Approach to External Red Teaming for AI Models and Systems,” reports that specialized teams outside the company have proven effective in uncovering vulnerabilities that might otherwise have made it into a released model because in-house testing techniques may have missed them. In the second paper, “Diverse and Effective Red Teaming with Auto-Generated Rewards and Multi-Step Reinforcement Learning,” OpenAI introduces an automated framework that relies on iterative reinforcement learning to generate a broad spectrum of novel, wide-ranging attacks. Going all-in on red teaming pays practical, competitive dividends It’s encouraging to see competitive intensity in red teaming growing among AI companies. When Anthropic released its AI red team guidelines in June of last year, it joined AI providers including Google, Microsoft, Nvidia, OpenAI, and even the U.S.’s National Institute of Standards and Technology (NIST), which all had released red teaming frameworks. Investing heavily in red teaming yields tangible benefits for security leaders in any organization. OpenAI’s paper on external red teaming provides a detailed analysis of how the company strives to create specialized external teams that include cybersecurity and subject matter experts. The goal is to see if knowledgeable external teams can defeat models’ security perimeters and find gaps in their security, biases and controls that prompt-based testing couldn’t find. What makes OpenAI’s recent papers noteworthy is how well they define using human-in-the-middle

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