Databricks’ $100B leap, OpenAI’s GPT-5 rollback, and the new AI infrastructure arms race

In today’s episode of AI in Flow, Claire and Peter break down Databricks’ reported Series K term sheet valuing the company north of $100B—and what that means for enterprise lock-in, pricing power, and the next wave of agent platforms. They also unpack Sam Altman’s rare admission that OpenAI mishandled the GPT-5 launch (and why GPT-4o is back as default), alongside OpenAI’s ambitions for trillion-dollar-scale datacentre buildouts and the market’s “1996” level of exuberance.Plus: Salesforce’s acquisition of Regrello to deepen Agentforce and Slack workflow automation, Zoom Phone’s AI virtual receptionist, WhatsApp’s Meta AI privacy clarifications, DeepMind’s open-source Perch 2.0 for bioacoustic monitoring and compliance, new polling on public fears around jobs, political manipulation, and electricity demand, Nvidia’s China-specific Blackwell accelerator plans, and Horizon3.ai’s first CFO as autonomous pen testing goes mainstream.About Six & FlowSix & Flow is a digital transformation consultancy helping businesses adapt, grow, and thrive in a fast-changing world. We specialise in AI, CRM, and revenue operations, blending strategy, technology, and creativity to deliver measurable impact. From scaling startups to global enterprises, we partner with ambitious teams to unlock growth through smart automation, customer-centric marketing, and forward-thinking sales enablement. Learn more at sixandflow.com. Hosted on Acast. See acast.com/privacy for more information.