🟣 EV Daily: OpenAI agents; woke AI; 2nm in America; hegemony's end; S&P AI warnings

Five things to know today + a glimpse ahead.

Lead story: 🐙 OpenAI is all-in on agents

With ChatGPT Agent, OpenAI is crossing the line from clever chatbot to independent operator. ChatGPT Agent can spin up its own sandboxed computer, open your spreadsheets, file your expenses, book meetings and stitch these steps into an end‑to‑end workflow, requesting sign‑off only when money moves or emails fly. If it works, it drops the marginal cost of a knowledge-worker task to little more than the price of electricity and an API call. OpenAI isn’t alone in its aspirations: SoftBank CEO Masayoshi Son has announced intentions to deploy one billion self-replicating AI agents across his company by the end of the year, turning every human employee into a “thousand-armed deity”. [The Verge] [Digital Trends]

Key signals, quick scan

A 30-second scan of four secondary signals that hint at where the curve is bending.

• 🏿 TSMC has brought forward plans to make more of its 2nm chips in the US by several quarters. Under tariff and geopolitical pressure, the…