On Tuesday, in Sydney, Sam Altman — the CEO of OpenAI — publicly walked back the white-collar jobs apocalypse he had warned about. Quote: "I'm delighted to be wrong about this." Forty-eight hours after our Tuesday episode argued the opposite, the CEO of the most valuable AI lab in the world said the thesis is wrong. Or at least premature.

The story is not Altman versus Suleyman. The deeper story — what does a CEO do when the people building this technology no longer agree about what it is going to do?

And while that disagreement is playing out, two other things happened this week that no one in your executive team is going to brief you on. DeepSeek, the leading Chinese AI lab, made a 75% V4-Pro price cut permanent — locking in margin pressure on OpenAI, Anthropic, and Google. And Microsoft just blocked Databricks  ...