Knowledge catalogue
Looks like OpenAI’s IPO will be delayed until 2027. • might be a sign that their finances don’t look compelling yet. • gives Anthropic time to go first If they can bump up the valuation by $999.3 bill
New York Times: Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions — The A.I. company's advi
The Information: Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT 5.6 over security concerns, approving “access customer by customer” — For AI companies on t
On behalf of the largest coalition of local newspaper publishers assembled to date, we just sued @OpenAI and @Microsoft for allegedly violating copyright laws by using our clients' content to train an
OpenAI has just revealed a new 'intelligence processor' chip for AI servers made in partnership with Broadcom. The chip, called Jalapeño, is designed to power current and future large language models,
Wow even @MicahLasher thinks the OpenAI-Andreessen-Palantir money spent to oppose @AlexBores backfired -- NY-12 retrospective in the NYT from Teddy Schleifer. Hard to imagine this was the headline tha
Although I supported Musk in his suit against OpenAI, and admire what he did for electric cars, I am afraid my considered overall view is not very different from this: Candidly I have no idea why anyo
Netflix, A24, Focus Features, and Warner Bros.' Clockwork have all reportedly decided to pass on picking up Artificial - director Luca Guadagnino's new biographical drama about OpenAI cofounder / CEO
OpenAI announced the rollout of DevDay apps, with a post suggesting age-related eligibility or access changes for users over 21. The exact details of what these apps entail or how age restrictions app
'Oracle is under financial pressure because of an expensive build-out of AI data centers for customers like OpenAI.' https://www.bloomberg.com/news/articles/2026-06-22/oracle-layoffs-fueled-by-ai-redu
and now the possible of drastic price cuts, a further sign of OpenAI’s desperation, as foreseen by me 2.5 years ago: Called the LLM price wars – which are about to heat up — over two years ago. See es
Anthropic and OpenAI did not call for a pause. Read the wording: 'good for the world to have the option', 'possible' to slow down 'when needed'. This is how they signal safety to one audience, acceler
Masa can hype AI all he likes, but apparently he can’t even get a loan on his OpenAI shares. 🤔 But I actually half agree—and it might surprise some of my critics to hear this, especially those who hav
So far today • Banks to SoftBank: No thanks; OpenAI stock ain’t worth what you say. • Germany to Google: LLMs can be held liable • Senator Warren to SEC and SpaceX: Fix this mess; it’’s foul play to s
Wall Street Journal: Sources: OpenAI is considering drastically lowering its price for tokens in anticipation of similar cuts the company expects at Anthropic — The company might lower prices for toke
Usage share of OpenAI grew vs Anthropic yesterday despite Mythos 5 / Fable 5 launch Multiple power users at SemiAnalysis tried Mythos / Fable Got refusals for nonsensical reasons Got pissed off at Ant
Both Anthropic and OpenAI mention the possibilities of slowing AI development in their latest 'what comes next' in AI posts, but say they need to be an action coordinated across the entire world using
i used to be the only person saying the emperor was wearing no clothes. those days are over. the only people buying SpaceX and OpenAI at list price will be the stragglers who still can’t see it. It de
This is actually a pretty measured bet compared to spending of the U.S companies. OpenAI alone is about twice as much. If things falls apart, the US will be hit harder. 🚨BREAKING: CHINA IS AGI-PILLED
This quote from OpenAI is telling. Translation: We have a rapidly closing window to get this IPO out the door before the bubble bursts, our CFO doesn't want to go through with it because our books are
OpenAI is preparing its biggest ChatGPT overhaul yet, aiming to transform it into a superapp that combines AI agents, coding tools, and third-party services. The change affects all 900 million weekly
OpenAI on Monday checked off a preliminary step in the IPO race that it and rival Anthropic have been competing in for the better part of a year: The company announced it has confidentially submitted
Peter Rudegeair / Wall Street Journal: Sources: former OpenAI researcher Leopold Aschenbrenner's AI-focused hedge fund, Situational Awareness, has $20B+ AUM, after launching less than two years ago —
That's both OpenAI and Anthropic with confidential S-1s filed with the SEC - Anthropic filed theirs on June 1st We recently submitted a confidential S-1. We expect it to leak so we’re just announcing
idea - universal basic ai: 1 share of xai, oai, and ant to each US citizen. cost SpaceXai: 135.00 × 349 million = 47B OpenAI: 733.54 × 349 million = 256B Anthropic: 930.45 × 349 million = 325B total 6
Cristina Criddle / Financial Times: OpenAI plans to overhaul ChatGPT in the coming weeks, turning it into a superapp with coding tools and AI agents to serve as a gateway to higher-margin products — $
OpenAI is planning its biggest ChatGPT overhaul yet, aiming to turn it into a 'superapp' with coding tools and AI agents to boost revenue ahead of a potential stock market listing. The redesigned Chat
SpaceX IPO: Ludicrous Anthropic IPO: Overvalued, but they are doing good work OpenAI: Why on earth would you choose it over Anthropic? Register any disagreements below. The fact that SpaceX is leasing
wild thought: will US invest in Anthropic, the alleged supply chain risk? weird if they do. but if they don’t (but do invest in OpenAI) the US government may immensely and immediately increase Anthrop
Excited to share that I’ve joined OpenAI in London to work on pretraining! I’ve spent the last few years on pretraining and long-context, and I’ll be helping grow the London team. We’re hiring excepti
S&P Dow Jones Indices decided against changes to S&P 500 eligibility requirements, meaning SpaceX, OpenAI, and Anthropic must wait 12 months and become profitable before inclusion. S&P said it will no
Ex-OpenAI Tech Lead, Justin Lebar joins SemiAnalysis as an Visiting Fellow to Burn $10,000 in 3 hours to find dozens of AMDGPU LLVM, x86 LLVM, NVPTX bugs 00:00 - Intro & Justin’s background 00:59 - Ho
Feels like a good time to resurface this one Mine and @jaswu_'s basic point: cheaper AI complicates the narrative for OpenAI and Anthropic when they eventually try to go public. Could also ripple acro
Gary Marcus discusses investment strategy between potential OpenAI and Anthropic IPOs, likely weighing factors such as the companies' technological capabilities, market positioning, business models, a
Ethan Mollick observes that both OpenAI and Anthropic's official documentation frequently falls behind their actual product releases by several months, resulting in outdated and conflicting informatio
Financial Times: How OpenAI, Anthropic, and AI startups are pursuing “recursive self-improvement”, in a bid to build AI that can improve itself with little to no human input — Industry chiefs say tech
OpenAI ran a hiring challenge, but the top candidate was one they couldn’t hire: our autonomous research agent, Aiden. In Parameter Golf, Aiden ran for 22 days, and out-outperformed all 1,016 other re
The Hacker News: Security firm Calif says it used OpenAI's Codex to discover HTTP/2 Bomb, a remote DoS exploit affecting web servers like Nginx, Apache HTTPD, and Microsoft IIS — Cybersecurity researc
when sam quotes the bible, you know things aren’t going well for OpenAI one of the quotes i find most inspiring on a hard day: 'Whatever your hand finds to do, do it with all your might, for in the re
Michael Nuñez / VentureBeat: Microsoft unveils Microsoft Execution Containers for Windows, an OS-level sandbox for AI agents, with OpenAI, Nvidia, Manus, and Nous Research as partners — For the past t
The Economist: The IPOs of SpaceX, Anthropic, and OpenAI could add up to 4T to US stock market value within months, fueling concerns they could trigger more capital-raising — They promise to be the bi
An OpenAI model solved the 80-year-old unit distance problem, disproving a major conjecture in discrete geometry and marking a milestone in AI-driven mathematics. The proof came from a new general-pur
Mike Isaac / New York Times: Anthropic says it has confidentially filed for an IPO, joining OpenAI and SpaceX in preparing to go public this year — The artificial intelligence company has seen explosi
Elon was right that what OpenAI did in its for profit turn was shameful. But what he is doing with the SpaceX, at the likely expense of many people’s retirement funds, is just as shameful. SpaceX bein
The OpenAI Foundation is doing a lot of wonderful things. Helping society become resilient to AI is going to be incredibly important. Much more to come here! AI is advancing quickly. Society’s ability
I'm really upset about this: OpenAI's Codex Desktop had a 'Copy as Markdown' option for exporting full chat transcripts, but the feature vanished in an update a couple of days ago Genuinely my single
Three companies are about to IPO at a higher combined value than all 2,600 dot-com IPOs from 1995 to 2000 combined. – SpaceX, OpenAI, Anthropic (2026): ~3.75 trillion – Every dot-com IPO from 1995–200
Wall Street Journal: A profile of OpenAI President Greg Brockman, who is overseeing product in his new role and has become an important ambassador for AI to the Trump administration — After years in t
Gary Marcus argues that while Anthropic has better prospects for long-term profitability compared to OpenAI, the overall probability of either company achieving sustained profitability remains modest.
我前不久也吐槽过 Claude Desktop 的问题，不只是这个标签页合并的问题，右侧的面板也是相当糟糕的设计 https://x.com/dotey/status/2055777343222808744 OpenAI 因为 ChatGPT 太成功所以他们没有太在意 Coding Agent； 然后 Anthropic 抓住了机会做出了 Claude Code； Claude Code 在 TU
I honestly think Elon’s best days are behind him: BYD is crushing Tesla in EVs. Waymo is crushing Tesla in AVs. Anthropic, Openai, and Google are crushing Xai on AI. The SpaceX S-1 is so ridiculous th
It does seem like meaningfully better AI releases are accelerating, especially from OpenAI & Anthropic. To illustrate, I caused this timeline to be created. It only lists new models that scored 3 poin
Hot take on what comes next, after the sudden decline of tokenmaxxing: - OpenAI will struggle - with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit - Go
Almost everyone is building agent harness systems the wrong way. The default move: pick LangChain or LangGraph or the OpenAI Agents SDK, accept the loop, the tools, the memory, the orchestration, the
Fascinating results + Anthropic running away with it right now + So many people want to start their own company + Google over OpenAI + Vercel, Linear, Every, PostHog overperforming A great list if you
Important context for latest OpenAI announcement. Especially (5:30): 'The model spit out a long transcript of an answer. Then a team of expert mathematicians poured over this [transcript] and identifi
AI should dramatically increase quality of life and individual freedoms for people around the world. The OpenAI Foundation is making an initial $250M commitment to measurement, transition support, and
Given the recent burst of activity around enterprise pricing and contracts, I think April 2026 was the month when both OpenAI and Anthropic found product-market fit https://simonwillison.net/2026/May/
An OpenAI insider (@thsottiaux) raises concerns about the risks of over-relying on AI agents to handle cognitive tasks, warning against wholesale delegation of thinking to autonomous systems. The warn
when you think about it SpaceX has cumulatively lost a lot less than OpenAI so maybe it’s a bargain? or maybe we just shouldn’t value companies at a trillion dollars until they actually show evidence