I would like to clarify a few things. First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or…
The timeline is really going hard on the BG2 clip debate over whether a $14B revenue company (OpenAI) can afford to pay $1.4T. Sam Altman explained that the revenue figure is incorrect, and OpenAI will end 2025 at north of $14B. Satya Nadella shared that OpenAI has never missed…
Here's @levelsio talking about air conditioning in Europe sora.chatgpt.com/p/s_68def166e9…
This is the 1996 Winamp logo sound that Steve Jobs actually loved. He wanted Winamp to be the basis of iTunes at an early point.
Wow exceeding Opus performance at the same price as the previous Sonnet 4!
This is epic!
If intelligence is the log of compute… it starts with a lot of compute! And that’s why we’re scaling our GPU fleet faster than anyone else. Just last year, we added over 2 gigawatts of new capacity – roughly the output of 2 nuclear power plants. And today we’re going further,…
The NVIDIA Jetson Thor is here. 🎉 This powerful new robotics computer is designed to power the next generation of general and #HumanoidRobots in manufacturing, logistics, construction, healthcare, and beyond. It’s a massive leap forward for physical AI. Early adopters…
regardless of where the ai cycle ends, it is inevitable that the number of investable assets pre-ipo is going to go from 1000s to dozens pretty quickly most of the market has intuited this, but very few are taking it deadly seriously. my view of what’s going on here;
This is very strategic too maybe Cursor was Anthropic's friend (main model was Claude Sonnet etc) Then Anthropic tried to cannibalize Cursor with Claude Code Meanwhile OpenAI ALLEGEDLY discovered Windsurf didn't actually have many users during due diligence and the acquisiton…
This seems like the right way to go so you can switch between editor and CLI depending on what you want to do
Cursor is now in your terminal! It’s an early beta. Access all models. Move easily between your CLI and editor.
PSA: Anyone who is waiting for GPT-5 on chatgpt.com can just go to the Developer platform playground here and try it. platform.openai.com/chat/edit?mode…
The most diplomatic version of "Come at me bro" ever?
People have been trying for 50 years and that’s the fun of it! Each day you learn something new, and innovate, partner, and compete. Excited for Grok 4 on Azure and looking forward to Grok 5!
OpenAI gpt-oss (open source model) incoming. The GitHub page is up, links to the models are 404 right now, though but here's all the info: – OpenAI’s new GPT OSS family (21 B & 117 B params) debuts in the v4.55.0 release, integrated straight into `transformers`. – Both models…
Cloud Giants Update: AWS (Amazon): $123B run rate growing 17% YoY (last Q grew 17%) Azure (Microsoft): ~$86B run rate (estimate) growing 39% YoY (last Q grew 35%) Google Cloud (includes GSuite): $54B run rate growing 32% YoY (last Q grew 28%, neither are cc)
Azure at a ~$86B run rate growing 39% constant currency Quarterly YoY growth trends below $MSFT
After listening to the Microsoft earnings call it's incredibly clear the massive capex spend isn't speculative "build it and they will come" they literally have 350 billion of contracted revenue waiting on capacity to be able to fulfill...Also Satya talking about Claude Code!
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