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The Latest Breaking News from OpenAI

The short seller’s argument nobody on the coming mega IPO roadshow wants you to make

OpenAI, Anthropic, and SpaceX are pricing in a global AI economy that doesn't exist yet — and their durable money is in São Paulo and Addis Ababa.

Fortune

‘We crossed that about 3 months ago': A16z's Marc Andreessen drops huge bombshell about AGI on Joe Rogan's podcast

Marc Andreessen says the latest frontier models have realized AGI – tech leaders believe the boundaries are shifting.

TechRadar

SpaceX and other mega IPOs may wait years to join the S&P 500

SpaceX and other mega IPO candidates may have to wait years before joining the S&P 500 after S&P Dow Jones Indices retained its profitability requirement for index inclusion. Despite their massive valuations, companies such as SpaceX, OpenAI and Anthropic must demonstrate sustained profits before becoming eligible for the benchmark.

The Economic Times

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When good money goes bad: the question SpaceX and OpenAI investors aren’t asking

As OpenAI and Anthropic race to go public at $1 trillion valuations, a foundational business theory warns that money impatient for growth is dangerous.

Fortune

Donald Trump, Bernie Sanders and Sam Altman are all talking about public ownership in AI

OpenAI CEO Sam Altman has met with Sen. Bernie Sanders to discuss public ownership in AI companies — a meeting that highlighted the tension between AI powerhouses and policymakers

AAP

Apollo wraps up $35 billion debt to buy AI chips for Anthropic

The package, one of the biggest private credit transactions in history, highlights the race by top-tier financiers to fund data center construction and the chips they use. Tech companies are tapping every corner of the credit markets to meet AI’s unprecedented capital demands, forcing Wall Street to engineer novel debt…

The Economic Times

Florida sues OpenAI and CEO Sam Altman over ChatGPT

It's part a string of lawsuits the state has filed against Big Tech companies.

Axios

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MAGA hates AI, but Trump agrees with Bernie it might be time for partial government ownership

"You make them a partnership in this revolution," Trump told reporters Friday. "It would be a beautiful thing."

Fortune

Quote of the day by former Apple design chief Jony Ive: "When something exceeds your ability to understand how it works it sort of becomes magical" — wisdom on the power of simplicity

The man responsible for designing some of the most elegant devices in the world believed in how amazing technology needn't be complex

TechRadar

Trump Admin Reportedly Discussing Government Stake In OpenAI

The Trump administration is discussing a government stake in OpenAI, according to a new report.

International Business Times

Anthropic urges AI pause, sees risk of losing control

Anthropic says artificial intelligence could soon improve without human intervention and wants to co-ordinate a way to pause development of advanced AI systems.

AAP

Anthropic urges industry coordination to allow for a 'pause' in AI development if risks grow

Anthropic is proposing that top AI companies coordinate a way to pause the development of advanced AI systems if they become too dangerous

AAP

NSA using Claude Mythos for 'offensive cyber operations,' report claims — says 'half-a-dozen' Anthropic engineers embedded inside the agency

US National Security Agency reportedly using Mythos for conducting cyber-attacks — report reveals Anthropic engineers inside the NSA

Tom’s Hardware

Founders Fund launches Mafia, a game show starring Silicon Valley Dons

The debut episode features 13 players well-known in the tech space, such as OpenAI CEO Sam Altman, fitness personality Bryan Johnson, messaging service Signal’s founder Moxie Marlinespike, and virtual reality headset Oculus Rift creator Palmer Luckey, among others.

The Economic Times

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TechRadar

Anthropic's bizarre call for everyone to slow down on AI is a pipe dream — here's why that will never happen

Anthropic's fears about recursive development are well-founded, but its idea for how to control it is laughable.

Barchart

Broadcom’s AI Backlog Is Becoming Too Big to Ignore. Here’s Why AVGO Is a Buy Now.

If Broadcom's earnings were so strong, why did the stock crash?

Fortune

'At some point you've got to make money': Goldman's top AI skeptic warns the clock is running out ahead of OpenAI and Anthropic IPOs

Jim Covello has been Wall Street's most consistent voice of AI doubt. Two years on, he asks:"when does the short term become the long term?"

Fortune

Anthropic warns AI could soon build itself without human involvement—and urges a global pause on development

The AI lab valued at $965 billion is urging a pause on AI development, just as it heads toward an IPO.

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The Economic Times

SpaceX denied fast track to S&P 500 after IPO

SpaceX will not get a quick entry into the S&P 500 index. S&P Dow Jones Indices will maintain its eligibility rules. This decision affects the planned initial public offerings of AI companies Anthropic and OpenAI. Companies must now wait 12 months after going public. SpaceX also needs to become profitable…

The Economic Times

AI fever spreads, but are markets masking economic cracks?

Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. Companies like Google are expanding AI infrastructure. Chipmakers are seeing huge demand. However, some signs suggest market expectations may be too high. Analysts are watching closely to see if this AI…

International Business Times

SoftBank CEO Says OpenAI's Newest Model Is a Sign That AI Is Reaching 'Super Intelligence'

SoftBank CEO Masayoshi Son said OpenAI's newest model is showing signs of "super intelligence."

Fortune

OpenAI CFO: Not knowing AI tools like Codex is now a dealbreaker for finance hires

AI fluency is becoming the new baseline for finance talent.

International Business Times UK

Bill Ackman Warns Investors Are Repeating Costly 2000s Mistake: Chasing the 'New New Thing'

Bill Ackman's insights on market trends, comparing today's AI stock surge to the dot-com bubble. Discover his investment strategies and views on undervalued tech giants like Microsoft and Amazon.

TechRadar

Why 95% of enterprise GPUs sit idle while AI startups can't get compute

Enterprise GPU hoarding leaves startups starved for affordable AI compute despite massive idle capacity.

Fortune

AI CEOs from OpenAI, Anthropic, and Microsoft set aside their rivalry to warn Congress AI is making it too easy to design and create bioweapons

The signatories want Congress to mandate screening for synthetic DNA sales as AI makes creating a bioweapon easier.

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