OpenAI Is Building An AI Device That Knows What You Need Before You Ask | Markets Today #260

📌 In this episode of Markets Today, we decode 3 big stories — India-UK CETA going live and which sectors gain most, OpenAI’s screenless AI home device designed by Jony Ive, and why Indian telecom companies spent ₹1.45 lakh crore on 5G but still can’t monetise it.

#1 🇬🇧 India UK Trade Deal Is Live CETA implemented. $100B trade target by 2030. Engineering goods huge opportunity. Textiles, leather and footwear get immediate duty-free access. UK’s £90B procurement market now open. MSMEs are the biggest winners.

#2 🤖 OpenAI’s Screenless AI Device Proactive AI companion for the home. Reads emails to anticipate needs. Camera, sensors, mechanical parts. Jony Ive designed it. Apple filed lawsuit to block it — while building its own competing robot.

#3 📡 5G’s Monetisation Problem ₹1.45 lakh crore spent. Zero incremental revenue. 5G bundled free with existing plans. Enterprise adoption slower than expected. Analysts expect 12-20% tariff hikes by late 2026 as the only fix.