CNBC's Deirdre Bosa reports on ChatGPT's three year anniversary.

The release of Open AI's ChatGPT has accelerated the development of artificial intelligence and warnings about its impact on society.

Rise of AI

ChatGPT has reached its third anniversary, marking a period of significant change in the artificial intelligence industry. The sector is transitioning from a phase dominated by rapid model innovation and competition to one where infrastructure, compute resources, and capital are the main drivers of progress.

Key figures from leading AI companies, including former OpenAI and Meta executives, are leaving established platforms to start new labs, raising substantial funding. Meanwhile, major players like Google are reinforcing their positions by bringing influential personnel back, setting the stage for a competitive landscape where breakthroughs may increasingly come from outside traditional incumbents.

AI trade moves into infrastructure era years after ChatGPT release

Chad GPT turns three years old this week and the milestone comes as open AI is trying to shift from disruptor to incumbent. Maybe not trying to. It is shifting. Deirdre Bosa takes a look at what to expect in year four. I love that they gave us the toddler story, Deirdre. You know, we can deeply relate to like we all love year four, year five. You should be even better. I, you know, I always say it's not terrible twos, it's terrible threes. Right. But anyways, Kelly, it's a good note to come back on. Welcome back. I like the top of the show, by the way, where you said, don't blame the A.I. trade. Blame, you know, the 10 year. Yeah, that was I like that. You know, it's like we it's it's fun to talk because this is so disruptive, like we were saying with Nancy or Vivek said earlier in the show, like this is the only part of semis that's working right now and it's it's taking up so much of the oxygen. But yeah, there's a lot more going on. Absolutely. And speaking of that, just yesterday was Chad GPT's third birthday. It's a reminder that this industry does not move in straight lines. Investors treat it the first phase like a land grab, a single model race where whoever pulled ahead would own the future. But three years in the pattern, it looks very different. Advances have been faster, but they've also been easier to copy. Model leadership has changed hands multiple times, sometimes in just a matter of weeks. So it's compute distribution cash. Those are the new kings. And that is why the trade has really flipped the Google ecosystem, outperforming the open A.I. one. But there is a new dynamic, Kelly, emerging as we enter year four. The gravitational pull may shift toward the people who invented the playbook in the first place. Three of the most influential minds in the field. They have chosen to step away from trillion dollar platforms to build new labs from scratch. Ex-open A.I. executives Ilya Sutskever and Mira Murady. They have raised billions of dollars in seed rounds. You've also got Yann LeCun from Meta. This could signal a split in how the frontier is being pursued. Now, on one side, you've got companies scaling existing architectures with massive capex. On the other, people who believe the next breakthrough requires new ideas, not just more GPUs. And even Jeff Bezos choosing to build outside of the incumbents, co-founding a new A.I. startup aimed at reinventing engineering and manufacturing. Perhaps another signal that year four's breakthroughs, they may come from outside the platforms, not within them. But I would note here as well, Kelly, that Google, even in that kind of race, is well positioned because it's brought important people back into the fold. Sergey Brin, he's back sort of at the day to day. Noam Shazir going back as well. So it'll be interesting, a battle of the minds.

Venezuela holds the world’s largest proven oil reserves, more than five times more than the United States.

Caracas

Maduro accuses U.S. of pushing for regime change to get Venezuela’s oil

Australia starts enforcing a landmark ban requiring social media platforms to take down accounts belonging to under-16s

Canberra

Australia under-16s social media accounts to be taken down

European Union lawmakers and member states reached a deal to ban all imports of Russian gas before the end of 2027, as the bloc seeks to choke off key funds feeding Moscow's war chest. Aimed at breaking a reliance the bloc has struggled to end despite the invasion of Ukraine, the accord marks a compromise between EU capitals and the European Parliament, which wanted the ban to hit sooner.

Brussels

EU agrees deal to ban Russian gas by end of 2027

President Trump pardoned Democratic Rep. Henry Cuellar of Texas and his wife on Wednesday. The couple was indicted in 2024 on more than a dozen federal charges. Cuellar has denied any wrongdoing.

Washington

Trump pardons Democratic Rep. Henry Cuellar and his wife

Sources say the Pentagon watchdog found Defense Secretary Pete Hegseth could have endangered American service members when he shared military information in a Signal group chat in March. Alex Plitsas, a former Pentagon official, joins "The Daily Report" to discuss.

Watchdog found Hegseth jeopardized sensitive military information

Democrats on the House Oversight Committee Wednesday released never-before-seen images of the private island owned by convicted sex offender Jeffrey Epstein. CBS News legal reporter Katrina Kaufman has more details.

Never-before-seen images of Jeffrey Epstein's island released

The doctor who pleaded guilty to selling ketamine to Matthew Perry in the weeks before the actor's overdose death has been sentenced to 30 months in prison.

Los Angeles

Doctor who sold Matthew Perry ketamine sentenced to 30 months in prison

Google subsidiary YouTube has criticized an Australian law banning social media accounts for under-16s, arguing the legislation set to start Dec 10 makes young users of Instagram, Facebook, TikTok and YouTube less safe.

YouTube attacks Australia's underage social media ban

U.S. envoys Jared Kushner and Steve Witkoff met Putin in the Kremlin on a revised Ukraine peace plan but left without a deal. Russia insists on territorial gains, army cuts, and blocking NATO membership, while Zelenskyy calls for long-term deterrence against future aggression.

Moscow

Ukraine Invasion

U.S. envoys Kushner, Witkoff leave Kremlin without Ukraine deal

U.S. President Donald Trump, in a televised cabinet meeting, said “I don't want them in our country” about Somali immigrants, sparking outrage from politicians and migration experts. His remarks coincided with reports of planned federal raids targeting Minneapolis’ Somali community.

Trump targets Somali immigrants amid reports of Minneapolis raids

A Russian tanker carrying sunflower oil was hit by a drone off the Turkish coast, with no casualties. The attack is part of recent strikes on Russian-flagged vessels targeting Moscow’s oil sector, while Putin warns of possible retaliatory measures.

Russian tanker attacked off Turkey, Putin warns of retaliation

U.S. Defense Secretary Pete Hegseth said he had watched the first U.S. strike in September on an alleged drug-smuggling vessel in real time, but did not see survivors in the water or the second lethal strike that he described as being carried out in the "fog of war."

Hegseth says he didn't see survivors before second strike on boat

Republican comfortably beats Democratic challenger after polls showed candidates in a close race in US state.

Tennessee

Trump’s pick Van Epps wins special election in deep-red Tennessee

U.S. President Donald Trump threatened to expand his crackdown on drug trafficking during a cabinet meeting, suggesting he’d order land strikes on Venezuela and attacks on any country transporting illegal drugs into the U.S.

Trump threatens to expand strikes beyond Venezuela

Ahead of a meeting to discuss the U.S. proposal for peace in Ukraine, Russian President Vladimir Putin dismissed European counter-proposals as 'unacceptable' and said his country was ready for war if Europe wants one.

Putin says Russia is 'ready' if Europe wants war

OpenAI has declared a "code red" as Google threatens to unseat the AI industry's early leader, according to the Wall Street Journal. Technology journalist Jacob Ward joins CBS News to discuss.

California

OpenAI declares 'code red' as Google threatens its AI lead

Russian President Vladimir Putin met U.S. President Donald Trump's special envoy Steve Witkoff and son-in-law Jared Kushner in the Kremlin on Tuesday (December 2) for talks on a possible way to end the deadliest European conflict since World War Two.

Putin meets Trump envoys Witkoff, Kushner for Ukraine peace talks

Secretary of Defense Pete Hegseth said during a Cabinet meeting on Tuesday that the deadly boat strikes in the region near Venezuela and Colombia have "only just begun." This comes as Republicans and Democrats in Congress question the legality of the military action.

Hegseth defends boat strikes near Venezuela during Cabinet meeting

President Vladimir Putin has hailed what his commanders told him was the full Russian capture of the city of Pokrovsk in eastern Ukraine as an important victory after a prolonged campaign, saying it would help Moscow fulfil its wider war aims.

Pokrovsk

Russia claims control of Pokrovsk

Major rescue and recovery efforts are underway across Southeast Asia after a series of severe storms battered the region displacing millions and killing more than 1,100 people.

Nuwara Eliya

Severe storms batter Southeast Asia, displacing millions

Honduras’ presidential race is too close to call, with Nasry Asfura and Salvador Nasralla nearly tied at just under 40% each as technical glitches delay official results.

Tegucigalpa

Asfura, Nasralla in tight battle for Honduras presidency

Airbus must inspect hundreds of its A320 jets for potential quality flaws in the plane's body as a total of 628 aircraft contain panels that may be too thick or too thin due to a manufacturing issue at a supplier.

Blagnac

Airbus to inspect hundreds of A320s for defective panels

U.S. President Trump warns against actions that could ‘interfere with Syria’s evolution’ amid new Israeli incursions and strikes.

Damascus

Syria demands Israel withdraw amid escalating cross-border incursions

The White House confirmed it authorized a second airstrike on an alleged Venezuelan drug boat in September, but denied it ordered everyone on board be killed, which would be considered a war crime.

U.S. authorization of second strike of Venezuelan ship questioned

Monday is World AIDS Day. It has been recognized globally since 1988, but this year, the U.S. government is not commemorating it for the first time.

U.S. not recognizing World AIDS Day this year

Operation "Swamp Sweep," a monthslong immigration crackdown centered in New Orleans, is set to begin Monday. CBS News national reporter Kati Weis has the details.

New Orleans

Immigration enforcement operation set to begin in New Orleans

Luigi Mangione, the man charged with murdering UnitedHealthcare CEO Brian Thompson, was in a New York City courtroom on Monday for a pre-trial hearing focused on what evidence the jury will see. CBS News' Anna Schecter has the details.

New York

Luigi Mangione's lawyers seek to toss evidence in state murder case

West Virginia Gov. Patrick Morrisey said Monday that Andrew Wolfe, the second National Guardsman shot in Washington, D.C., last week, has woken up from an induced coma.

National Guardsman injured in shooting has woken up from coma

Lawmakers are questioning the massive mobilization in the Caribbean as President Trump announced airlines and pilots should consider "the airspace above and surrounding Venezuela to be closed in its entirety." It comes amid new controversy over the strikes on suspected Venezuelan drug boats that has some lawmakers raising questions over whether the Pentagon committed a war crime.

Pentagon 'may have' committed war crime amid questions over drug boats

Steve Witkoff, one of President Trump's key envoys helping negotiate a peace proposal between Russia and Ukraine, is set to meet with President Vladimir Putin in Moscow, the Kremlin says. CBS News' Ramy Inocencio reports.

AI trade moves into infrastructure era years after ChatGPT release

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