ChatGPT Exposes Chats, Microsoft Edge Threatens Perplexity, Google's Deep Think, Indonesia's Inference Opportunity, & ChatGPT's Study Mode
ChatGPT's sharing indexed chats on Google, Google's Deep Think on Gemini, Microsoft Edge's Copilot threatens Perplexity, Indonesia's AI inference opportunity, and ChatGPT's study mode released
ChatGPT Conversations Showing in Google Search, Raising Privacy Concerns
Users discovered that their shared ChatGPT conversations were appearing in Google search results, with some chats containing sensitive or private information.
The issue stemmed from a "Make this chat discoverable" toggle that many users apparently misunderstood. When sharing a conversation, users who selected this option likely intended it for a specific recipient, not for public web indexing.
OpenAI quickly disabled the public sharing feature and is now working with search engines to de-index the exposed conversations.
This incident shows the immense scale and responsibility that comes with OpenAI’s size. ChatGPT has 700 million weekly users, and even the slightest interface misunderstanding can affect millions of people.
ChatGPT is no longer a scrappy startup, and every growth decision affects the massive user base they’ve built.
Microsoft Edge Adds Copilot Mode, Threatening Perplexity’s AI Browser Comet
Microsoft launched Copilot Mode for their Edge browser, transforming it into a full-blown AI assistant. The smart sidebar adapts to user activity, summarizing articles or helping with tasks like finding a recipe.
This AI upgrade directly competes with AI-native browsers like Perplexity's Comet browser. While Perplexity Comet is designed from the ground up for AI-powered search and research with strong citation capabilities, Edge's Copilot Mode leverages its massive existing user base.
With 292 million users and 13% desktop market share, Microsoft Edge is 2nd only to Google Chrome. This significantly dwarfs Perplexity AI's 22 million active users.
By integrating AI directly into a widely used browser, Microsoft could significantly slow down Perplexity's browser adoption by offering a familiar environment with compelling AI features, making it less necessary for users to switch to a dedicated AI browser.
Google Releases Deep Think & Enhances AI Search
Google rolled out Deep Think for Gemini Ultra subscribers, giving the AI more thinking time to brainstorm and refine responses, resulting in smarter, more reasoned answers.
This image highlights the difference in quality, after all three Gemini 2.5 models were given the same image prompt.
Google also announced that their Search AI Overviews now support uploading PDFs and images for direct questioning, making it more of an AI assistant instead of just a results page.
With over 5 billion active users, Google Search is directly challenging OpenAI's market position. Users are already comfortable with search, and if those users find what they need, OpenAI’s user growth could slow.
Indonesia’s AI Strategy & Inference Opportunity
Indonesia plans on releasing their first comprehensive national AI strategy in August 2025, which will clarify the country's AI market potential and guide investment, infrastructure, and regulation. With over 280 million people, Indonesia represents a massive, largely untapped market for AI adoption and development.
Crucially, Indonesia ranks third in coal production. This translates into a significant advantage in energy costs for compute-intensive AI operations like inference.
Indonesia's business electricity price is approximately $0.071 per kWh, which is far cheaper than China’s $0.094 per kWh. Indonesia's consistently low and stable electricity prices, coupled with their vast energy resources, could make it an attractive hub for AI inference farms, providing a competitive edge in running AI models at scale compared to regions with higher or more volatile energy costs.
This proactive national strategy, coupled with its energy advantage, positions Indonesia as a compelling destination for AI infrastructure and development. They have already received big pledges from Microsoft ($1.7 billion) and Nvidia ($200 million) for local AI centers.
ChatGPT Introduces Study Mode for Personalized Learning
OpenAI launched Study Mode for ChatGPT, turning the chatbot into a personalized tutor for students. This free feature allows users to choose a subject, set their learning level, and select preferred learning methods, including flashcards, concept breakdowns, practice problems, or Q&A.
This move directly targets education technology companies like Chegg, whose core business model revolves around providing homework help and study aids.
Chegg’s stock price has fallen 95% since ChatGPT’s release in November 2022, erasing nearly $4 billion in valuation.
Revenue has also declined significantly, from $767 million in November 2022 to $565 million today.
ChatGPT was already commoditizing Chegg, and Study Mode could be the final nail in the coffin.