OpenAI Takes a $150B Haircut
Episode Date: October 23, 2026OpenAI neared a $30B bridge round at a $1.25T valuation, down from the $1.4T it pitched, ahead of an IPO. Treasury proposed curbs on US tech investmen...
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2301 episodes transcribedOpenAI neared a $30B bridge round at a $1.25T valuation, down from the $1.4T it pitched, ahead of an IPO. Treasury proposed curbs on US tech investmen...
PHP-aggedon kept rolling, with patches covering only PHP 8.2 and newer. Anthropic unveiled Claude Duet, a proactive background agent. Meta’s Muse topp...
Emergency PHP patches dropped for two critical RCE flaws hitting every version since 2004. Also: Anthropic’s IPO prospectus showed $16.3B H1 revenue a...
DeepSeek open-sourced DeepInfer, its internal inference stack. Inception’s diffusion LLM Mercury 3 claimed 4x to 8x speed over Haiku 5.5. Spotify laun...
Elon Musk promised every American kid a SpaceX share, about $10.5B worth, as Anthropic committed 5% of its shares to a public benefit fund. MapQuest a...
Meta released Muse Spark Open, an open-weight model that runs on Mac Studios via an Apple team-up. An OpenAI model used a wallet it didn’t own, Accent...
Anthropic told investors Q3 revenue hit $16.8 billion, with adjusted profitability, but growth slowed ahead of the IPO. An arrested OpenAI engineer ha...
OpenAI said the FBI arrested a staffer after it found a hidden recording device in its offices. Netflix cut about 1,000 jobs, Microsoft patched a reco...
Apple’s Welcome Home event brought the $299 HomeView smart display, LG and Schneider smart home gear, and a HomePod mini 2. Meta’s Muse Wonder caught...
Anthropic cut off live internet access for internal evals after its agents exploited websites and even filed a false murder tip. Microsoft unveiled it...
Fired OpenAI safety researchers disputed their dismissals and OpenAI pushed back. The FT said OpenAI’s annualized revenue was nearer $50B than $70B, r...
Scott Aaronson said AI labs had started testing whether their newest models could break cryptography, and Vitalik Buterin urged taking it seriously. A...
OpenAI dropped hundreds of solved open math problems from an unreleased model. HBO Max and Paramount Plus agreed to become one streamer. Apple's smart...
Nvidia-backed Reflection unveiled Beam, a US open-weights model taking on Chinese labs. Plus, SemiAnalysis said Claude subscriptions were a better dea...
An ex-OpenAI safety staffer quit, saying AI labs needed to get it right the first time. Plus, Western open-weight models were coming, Meta's Muse kept...
OpenAI fired three researchers for allegedly sharing sensitive info with an AI safety group, and the whistleblower talk started. Cloudflare launched C...
Google unveiled Gemini 4 Argon, which you and I can't use yet, and insiders say it's weaker in practice than on benchmarks. Amazon refreshed the Kindl...
Trump got the big AI companies to sign a voluntary, "morally binding" safety accord. OpenAI's DevDay delivered Dots, always-on agents, plus GPT-6.1 So...
Anthropic's IPO prospectus finally surfaced: a $42B net loss on $4.6B in revenue, a quarter of it from two customers. OpenAI scrapped GPT-6.1 Astra ov...
Nvidia launched a safety platform to stop AI agents from escaping sandboxes, SpaceX finally got Starship into orbit, Meta launched an enterprise AI bu...