Daybreak

OpenAI's next product is a companion. Its own research says that's the problem

July 22, 2026·16 min
Episode Description from the Publisher

OpenAI's own research found that its heaviest users were also its loneliest and most emotionally dependent. The top 10% kept triggering classifiers built to detect unhealthy attachment.The response was to build a screenless AI companion designed to live in your home, learn your habits, access your emails, and get harder to let go of over time.Meta, meanwhile, is selling AI glasses with Kylie Jenner's voice for an extra hundred dollars — and they sold out before the launch event ended.Both companies have documented the risks of AI dependency internally. Both are shipping anyway.Tune in.Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.

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