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News
Anthropic and OpenAI Got the Answer on Antitrust: The Only Tier That Works Is the One That Needed Nobody
18+ hour, 30+ min ago (411+ words) Dario Amodei asked for a narrow antitrust waiver to make collective AI pacing lawful. Over the weekend, the answer was no — and the structural logic of that refusal clarifies exactly what the request was for. Timeline — 12–13 September 2026 12 Sept 2026 — Amodei essay…...
ChatGPT Ads Reaches a $1 Billion Annualized Run Rate in 200 Days??? and OpenAI Now Runs Both Consumer-Internet Business Models at Once
1+ week, 6+ day ago (317+ words) OpenAI stated on August 31 that its ads business — which Sam Altman once called a “last resort” — is running at roughly $1 billion annualized, about 200 days after launch. The consumer-AI business model just bifurcated into the same two engines that built the…...
OpenAI, Anthropic, and the Forward Integration Into the Physical Stack
2+ week, 6+ day ago (341+ words) Based on reporting by The Information. The frontier model labs are reaching down, one layer at a time, into the silicon, power, and data centers their models actually run on — because they no longer trust the open market to supply…...
Anthropic Hires the Founder of Google's TPU Program??? a Model Lab Reaches Down the Stack
3+ week, 2+ day ago (375+ words) Based on reporting by Bloomberg. Amir Salek — the man who built Google’s TPU from scratch and ran it through seven generations — joins Anthropic’s compute team. This is a hire, not a chip. But the direction it points is unambiguous. ANTHROPIC…...
OpenAI Names Its IPO "Another Fundraise"??? and Plans to Go Public After Anthropic
3+ week, 4+ day ago (305+ words) As reported by CNBC, from remarks OpenAI CFO Sarah Friar made to employees. The category-defining name in AI guides to a 2027 listing while Anthropic — now larger by revenue and valuation — briefs investors for fall 2026. The sequence is a readiness choice,…...