Databricks Nears $100B, OpenAI’s GPT-5 Rollback, and Agents Move into the Front Office

Claire and Peter break down a packed day in AI and enterprise tech. Databricks signs a Series K term sheet valuing the company north of $100B, accelerating pressure on data stacks, agent platforms, and cloud incumbents—and raising fresh questions about lock-in and cost curves. OpenAI publicly concedes it mishandled the GPT-5 rollout, reverts the default experience, and signals ambitions that stretch from trillion-dollar datacenter buildouts to major consumer distribution plays—fueling both market hype and buyer caution. The episode also covers Salesforce’s acquisition of Regrello to deepen Agentforce and Slack workflow automation, Zoom’s new AI receptionist for Zoom Phone, renewed scrutiny over WhatsApp and Meta AI privacy boundaries, DeepMind’s open-source Perch 2.0 for bioacoustic biodiversity monitoring, new polling on public concerns about jobs, manipulation, and electricity demand, Nvidia’s China-specific Blackwell-class chips, and Horizon3.ai’s move toward scale with its first CFO.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.