🚀 Welcome to AI Unraveled (January 20th, 2026): Your strategic briefing on the business, technology, and policy reshaping artificial intelligence.

Today, we analyze OpenAI's stunning financial disclosure of $20 billion in revenue, the market panic sending software stocks plummeting, and a breakthrough in voice AI that creates "ensemble" models. Plus, Elon Musk's 1-gigawatt supercluster goes live, and OpenAI officially brings ads to ChatGPT.

Key Topics:

💸 Markets & The "Selfware" Crisis

• The SaaS Crash: Software stocks (Intuit, Adobe, Salesforce) are down 15% YTD as investors fear "Claude Code" and "Cowork" will usher in a "selfware" era where companies build their own tools instead of buying SaaS.
• OpenAI's $20B ARR: OpenA ...