The day of reckoning: OpenAI is putting ads in ChatGPT. Pierce and Rich unpack how it actually works, why the shopping use case might be the wrong starting point, and what happens when sub-agents try to sell things to each other. Also: OpenClaw's Peter Steinberger gets acquihired by OpenAI, Waymo builds a world model for self-driving, Mistral's Voxtral takes on Whisper, and the model release arms race hits a new peak.