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In 2026, Elon Musk took OpenAI to federal court. The case, Musk v. OpenAI, hinges on a single question: did the company betray the nonprofit mission it was founded on?Musk's claim is breach of charitable trust. He argues that OpenAI's restructuring into a for-profit, paired with its exclusive multi-billion dollar partnership with Microsoft, abandoned the public-benefit purpose donors believed they were funding.The evidence drawing the most attention comes from Greg Brockman's private diaries. Filings indicate the entries suggest leadership was already mapping out the commercial pivot while publicly assuring donors of altruistic goals. Public mission, private plan. That gap is now in front of a federal judge.OpenAI's defense pushes back on motive. Their framing: Musk is a spurned co-founder who tried and failed to take unilateral control of the company, and the lawsuit is what came after losing that fight, not a good-faith concern about governance.Financial conflicts of interest are also on the record. Brockman reportedly holds a $30 billion stake in the restructured entity, and the trial examines what hybrid corporate governance actually means when the same leadership oversees the nonprofit and benefits from the for-profit arm.For context, the case is a serious test of how charitable trust law applies to AI labs that started as nonprofits and scaled into some of the most valuable companies in the world. Whichever way it goes, the ruling will shape what other labs can and cannot do when stated mission collides with commercial incentive.In this episode I walk through the timeline, the key filings, the Brockman diary excerpts that have been made public, the financial structure being litigated, and what each potential ruling would mean for OpenAI, Microsoft, and the broader frontier AI industry.Topics: Musk v. OpenAI 2026 trial, OpenAI nonprofit to for-profit conversion, Greg Brockman diaries, OpenAI Microsoft partnership, breach of charitable trust lawsuit, AI governance, OpenAI restructuring, frontier AI legal precedent, hybrid corporate governance.

Elon Musk's federal trial against OpenAI opened this week, and he admitted under oath that xAI distills OpenAI's models. That's just where Episode 212 starts. Paul and Mike cover the full story: the Musk-OpenAI trial and its implications for every company built on ChatGPT, the abrupt rewrite of the Microsoft-OpenAI partnership and the removal of the AGI clause, blockbuster Big Tech earnings (Google Cloud up 63%, Azure AI at $37B run rate), an AI agent that wiped a startup's entire production database in nine seconds, Anthropic eyeing a $900B valuation, a real and growing populist AI backlash, and a powerful segment on former Senator Ben Sasse's terminal cancer diagnosis and what his parting words on AI and Congress mean right now. Show Notes: Access the show notes and show links here AI-Pulse Survey: Fill out this week's AI-Pulse Survey here. Timestamps: 00:00:00 — Intro 00:04:45 — Elon Musk vs. OpenAI Trial Begins 00:14:49 — OpenAI and Microsoft Revise Their Partnership 00:30:33 — Big Tech Earnings 00:39:39 — Anthropic Eyes $900B Valuation 00:43:53 — Trump's Anthropic Reversal and Mythos Fight 00:52:48 — Agents Gone Wrong 00:56:47 — Myths We Tell Ourselves About AI and Jobs 01:06:15 — Why Shopify CEO Tobi Lutke Says “Saying The Thing Matters” 01:11:20 — AI's Public Backlash Problem 01:15:16 — AI Use Case Spotlight 01:22:59 — AI Academy Spotlight 01:25:58 — Ben Sasse's Parting Words on AI 01:31:56 — AI Product and Funding Updates This episode is brought to you by AI Academy by SmarterX. AI Academy is your gateway to personalized AI learning for professionals and teams. Discover our new on-demand courses, live classes, certifications, and a smarter way to master AI. Learn more here. Visit our website Receive our weekly newsletter Join our community: Slack Community LinkedIn Twitter Instagram Facebook YouTube Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

This week: four hyperscalers reported earnings on the same day, NVIDIA briefly crossed $5 trillion in market cap, OpenAI broke Azure exclusivity, and Google put $40 billion into Anthropic. Patrick Moorhead and Daniel Newman call it the most consequential week in AI infrastructure history and suggest the bull thesis just got its vote of confidence. The handpicked topics for this week are: OpenAI Breaks Azure Exclusivity — Both Patrick and Daniel were in the room for the original OpenAI-Microsoft announcement, and they both knew it wasn't the end of the story, it was just the beginning. The restructured deal keeps Microsoft on IP rights through 2032 and a guaranteed 20% revenue share through 2030, but the AGI trigger clause that would have ended payments is gone. The very next day OpenAI went live on AWS, the first non-Microsoft hyperscaler to carry it. Dan's read: model companies need more compute than any one hyperscaler can offer, and every hyperscaler needs access to all the models. Nobody wins with exclusivity anymore. (The Decode) Google Puts $40 Billion Into Anthropic — Pat spells it out: Anthropic just became AI's first joint custody child, with Amazon and Google as the parents and a $73 billion college fund. Google, which already had stakes in Anthropic and SpaceX, posted a $37 billion investment gain in a single quarter solely from valuation improvements, and now holds dual hyperscaler structural backing for Anthropic that Pat says OpenAI simply can't match. Daniel's thesis lands again: models are not the moat. Compute is the moat. Everybody is figuring that out now. (The Decode) The CPU War Is On: Meta Goes to AWS for Graviton — Meta recently secured a multi-year, multi-billion dollar Graviton agreement with AWS after being caught off-guard regarding both compute resources and models. Andy Jassy noted that demand was so high he had to decline two customers who sought to purchase his "entire Graviton capacity." During his victory lap, Pat highlighted a significant shift in agentic workloads: the CPU-to-GPU ratio has plummeted from 16-to-1 to nearly 2-to-1, with some cases already reaching 1-to-1 parity. The CPU war is the story nobody saw coming fast enough, including AMD and Intel. (The Decode) OpenAI 5.5 Review: Shows Promise, But Not Amazing — Daniel tested the new model and shared his take: not blown away but not unhappy either. Pat moved some workloads back to test it and liked what he found, particularly on research. The 38% reduction in reasoning-intensive tasks is the ROI answer OpenAI has right now. But both hosts flag the bigger question: What happens when token subsidies end and real agentic workflow costs hit the tape? That is the moment that opens the door for open source, small models, and enterprise-specific deployments. The model moat, Dan says for the third time this episode, "just does not exist anymore." (The Decode) China AI and the Open Source Question — Daniel went long on this in a live CNBC stream and brings the sharpest take to the show: serious US companies are not going to scale their products on Chinese models. He predicts it will play out like TikTok, regionally distributed to markets with lower concern about data sovereignty. Pat's hedge: open source is a legitimate pressure valve on frontier model pricing, but only if Chinese labs aren't stealing IP to get there. If the frontier model companies stop investing because there's no money in it, the whole ecosystem loses. NVIDIA has the clearest opportunity to step in and fill the open source gap without competing with its own customers. (The Decode) The Flip: Is $700 Billion in Hyperscale AI CapEx Delivering Returns Fast Enough? Daniel took the pro stance: Google Cloud at 63% growth, $460 billion in backlog, quarter-over-quarter doubling. Azure at 40%, AWS at 28% fastest growth in 15 quarters. Meta at 33%, fastest growth since 2021, generating $32 billion in operating cash flow in a single quarter. Only 20% of enterprises are using AI and only 2% of consumers. Pat's counter: Microsoft is down 12% year to date despite beating estimates. ServiceNow off 14% after a beat and raise. The market is completely skeptical, and $700 billion in CapEx so Anthropic and OpenAI can crank out $100 billion in revenue is not yet a clean return story. Both hosts admit they agreed on more than they let on. The real question isn't whether companies are spending too much, it might actually be whether they're spending enough. (The Flip) Fed Holds, 8-4 Vote — In a macro look at the markets, hosts report that the Fed held rates steady, with the most dissents since October 1992. Pat's read: it means nothing for the tech trade right now but is a re-rating of the discount rate long term. Daniel thinks cuts are still coming because housing is stalled and nothing else moves the broader economy without it. Confirmation of the new Fed chair is something to watch. (Bulls and Bears) NVIDIA Crosses $5 Trillion — Daniel called it, and it happened faster than he thought was realistic, just like $2, $3, and $4 trillion before it. A $5 trillion market cap is a market verdict on supply constraint and demand visibility. His position remains: every estimate of the AI market between now and 2030 is too low because nobody has the gall to estimate what exponential scale actually looks like. (Bulls and Bears) Microsoft, AWS, and Google Cloud Earnings — The cloud race is heating up with Google Cloud leading at 63% growth, while Azure hit 40% and AWS saw its fastest expansion in 15 quarters at 28%. Pat points to Microsoft's massive 700,000-seat Copilot deal with Accenture as a key indicator of its enterprise advantage, noting that businesses prefer established partners over direct labs for AI. Daniel highlights a clear market shift: Google's demonstrated ROI earned investor rewards, whereas Meta faced pushback for increasing CapEx without a defined enterprise revenue stream. In this "hard ROI era," strategic capital allocation is making all the difference. (Bulls and Bears) Samsung, Apple, and Qualcomm — Samsung has transitioned from facing negative gross margins to becoming a premier global profit leader. In Pat's view, this surge represents a long-awaited correction following years of intense pricing pressure. SK Hynix and Micron are similar beneficiaries and Daniel has been pounding the table on Micron for a reason. Apple beat solidly everywhere, proved the iPhone 17 cycle is real, blew up the China headwind argument, and grew services to an all-time high at $31 billion. The episode closes on a high note with Qualcomm hitting a major milestone: a hyperscaler is now leveraging their AI silicon, with material impact expected in 2027. As Pat noted in his summary tweet, the short sellers are definitely feeling the heat right now. (Bulls and Bears) Want the full breakdown? Be a part of our community. Hit that subscribe button on our Youtube channel!   The Decode OpenAI Breaks Azure Exclusivity — Models, Codex, and Managed Agents Now on AWS https://www.businessinsider.com/openai-microsoft-partnership-agreement-changes-cloud-providers-agi-2026-4 https://openai.com/index/openai-on-aws/ Google Commits Up to $40B in Anthropic — AI Lab Capital Concentration Reaches Historic Scale https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ https://tech-insider.org/google-40-billion-anthropic-investment-tpu-compute-2026/ https://x.com/danielnewmanUV/status/2049994186309468408 Meta Signs Multibillion-Dollar Deal for Tens of Millions of AWS Graviton5 Cores — Agentic AI Becomes a CPU Story https://about.fb.com/news/2026/04/meta-partners-with-aws-on-graviton-chips-to-power-agentic-ai/ https://www.aboutamazon.com/news/aws/meta-aws-graviton-ai-partnership https://www.geekwire.com/2026/meta-signs-multibillion-dollar-deal-to-use-amazons-graviton-chips-for-agentic-ai/ OpenAI Releases GPT-5.5 — New Intelligence Tier for Agents, Coding, and Research https://www.cnbc.com/2026/04/23/openai-announces-latest-artificial-intelligence-model.html https://community.openai.com/t/gpt-5-5-is-here-available-in-the-api-codex-and-chatgpt-today/1379630 The China AI Pricing Divide — DeepSeek, Kimi, and Open-Weight Chinese Models Running at Fractions of OpenAI/Anthropic Cost https://www.youtube.com/watch?v=UjdFa1eyIWI https://artificialanalysis.ai/models/deepseek-v4 https://the-decoder.com/kimi-k2-pricing-vs-openai-anthropic/ https://venturebeat.com/technology/deepseek-v4-arrives-with-near-state-of-the-art-intelligence-at-1-6th-the-cost-of-opus-4-7-gpt-5-5 The Flip With Alphabet, Microsoft, and Meta All Reporting Earnings Today — Is the $500B+ Hyperscaler AI Capex Cycle Delivering Returns Fast Enough to Avoid a Reckoning? FOR: Google Cloud at 27% margin and $35B+ quarterly revenue pace is proof the cycle pays https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/04/alphabet-earnings-preview-q1-2026 Meta's $115-135B capex is being funded by 31% revenue growth — not debt https://tickeron.com/blogs/meta-platforms-meta-q1-2026-earnings-preview-31-revenue-growth-in-sight-12881/ Nvidia's $5T market cap and $1T+ in forward order visibility confirms demand is not slowing https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html AGAINST:  Microsoft is down 12% YTD despite beating estimates last quarter — the market is skeptical https://www.geekwire.com/2026/microsoft-earnings-preview-after-a-357-billion-wipeout-tech-giant-gets-another-chance/ ServiceNow -14% after a beat-and-raise is the most important AI earnings signal of the week https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html Meta just raised 2026 capex to $125-145B and shareholders punished the stock for it — the market is pricing in a payback timing problem https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Bulls & Bears Fed Holds Rates Steady at 3.5-3.75% in Powell's Final Press Conference — 8-4 Vote is Most Dissents Since October 1992 https://www.cnbc.com/2026/04/29/fed-interest-rate-decision-april-2026.html https://www.foxbusiness.com/economy/federal-reserve-interest-rate-decision-april-29-2026 https://www.kiplinger.com/news/live/fed-meeting-updates-and-commentary-april-2026 Nvidia Hits $5T Market Cap and All-Time High — First Record Since October https://www.cnbc.com/2026/04/27/nvidia-just-hit-an-all-time-high-why-some-think-a-rally-is-just-getting-started.html https://polymarket.com/event/will-nvda-hit-week-of-april-27-2026 The Hyperscaler Cloud Read — AWS Reaccelerates to 28%, Microsoft Azure to 40%, AI Run Rates $15B+ and $37B https://www.heygotrade.com/en/blog/amazon-q1-2026-earnings-reaction/ https://www.cnbc.com/2026/04/29/aws-earnings-q1-2026.html https://www.microsoft.com/en-us/Investor/earnings/FY-2026-Q3/income-statements https://www.marketbeat.com/originals/microsofts-maia-200-the-profit-engine-ai-needs/ Mag 7 Capex Read — Alphabet's Cloud Backlog Hits $460B+ While Meta Raises 2026 Capex to $125-145B https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html https://finance.yahoo.com/sectors/technology/article/meta-q1-earnings-to-shine-spotlight-on-spending-with-capex-nearly-doubling-from-last-year-160136256.html https://techcrunch.com/2026/04/30/meta-says-its-business-ai-now-facilitates-10-million-conversations-a-week/ Samsung Electronics Q1 2026 — Record Quarter on AI Memory Boom; First Mass HBM4 Shipment to NVIDIA Vera Rubin https://news.samsung.com/global/samsung-electronics-announces-first-quarter-2026-results https://www.techbuzz.ai/articles/samsung-electronics-announces-first-quarter-2026-results https://www.sammobile.com/news/samsung-q1-2026-profit-hits-record-high-ai-chip-boom/ Apple Q2 FY2026 — Record $111.2B Revenue (+17%), Greater China +28%, $100B Buyback Authorized; Cook's 89th Earnings Call https://9to5mac.com/2026/04/30/apple-reports-q2-2026-earnings-111-2-billion-in-revenue-up-17/ https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://www.stocktitan.net/news/AAPL/apple-reports-second-quarter-gy0ooebphoid.html https://www.bloomberg.com/news/live-blog/2026-04-30/apple-second-quarter-earnings Qualcomm Q2 Earnings https://investor.qualcomm.com/files/doc_financials/2026/q2/FY2026-2nd-Quarter-Earnings-Presentation_4-29-26_Final.pdf https://www.benzinga.com/quote/QCOM/earnings https://finance.yahoo.com/markets/stocks/article/qualcomm-reports-better-than-anticipated-q2-earnings-stock-rises-over-10-155935310.html  

L'intelligenza artificiale ha consolidato una nuova fase: non è più solo innovazione tecnologica, ma un ecosistema autonomo dove infrastruttura, finanza e software convergono. Non conta più solo il modello. Contano capacità computazionale, energia, alleanze strategiche e controllo operativo.In questa puntata analizziamo cosa è successo davvero nell'ultima settimana di aprile 2026: • La transizione verso una vera autonomia operativa, con la nascita della “sovranità agentica”, dove gli algoritmi agiscono direttamente su mercati e processi aziendali • La fine delle alleanze rigide: OpenAI apre oltre Microsoft, portando i suoi modelli anche su AWS e rendendo il cloud sempre più competitivo e interconnesso • Il boom finanziario delle Big Tech, con ricavi record e oltre 725 miliardi di dollari di investimenti previsti nel 2026 in infrastrutture AI • L'ascesa di Anthropic come nuovo polo globale del capitale, con valutazioni potenziali superiori a OpenAI e forte attenzione anche da parte delle autorità di sicurezza • La corsa a energia e hardware: nuovi accordi per gigawatt di potenza computazionale e soluzioni alternative come celle a combustibile per alimentare i data center• Il cambiamento nel mercato dei chip, con una crescente rilevanza di CPU ottimizzate per inferenza e agenti rispetto alle GPU tradizionali • L'ingresso nell'economia agentica, con sistemi che creano account, eseguono pagamenti e sviluppano software senza intervento umano • I primi segnali di rischio operativo: agenti autonomi che possono causare danni reali, come la cancellazione di interi database aziendali • Le tensioni legali e sulla proprietà intellettuale, con l'uso di tecniche come la distillazione che riaccendono il dibattito sulla competizione tra aziende AI In collaborazione con Claudio Ricci, Amministratore unico di Recomb, una realtà specializzata nel fornire aggiornamenti personalizzati alle organizzazioni orientate all'innovazione sugli sviluppi dell'intelligenza artificiale, oltre a offrire corsi di aggiornamento professionale Per maggiori informazioni: info@recomb.ai Fonti principali: OpenAIhttps://openai.com/index/openai-on-aws/Distribuzione dei modelli OpenAI su AWS e apertura multi-cloud. Bloomberghttps://www.bloomberg.com/news/articles/2026-04-29/alphabet-sales-beat-estimates-on-google-cloud-ai-customersCrescita di Alphabet trainata dall'integrazione dell'intelligenza artificiale. Microsoft Newshttps://news.microsoft.com/source/2026/04/29/microsoft-cloud-and-ai-strength-fuels-third-quarter-results/Risultati finanziari Microsoft e crescita del cloud AI. AP Newshttps://apnews.com/article/amazon-earnings-aws-profit-1q-5c2356e39214d3d4a4949b63027a3c43Risultati Amazon e performance della divisione AWS. Tom's Hardwarehttps://www.tomshardware.com/tech-industry/big-tech/big-techs-ai-spending-plans-reach-725-billionInvestimenti record delle Big Tech in infrastrutture AI. Bloomberghttps://www.bloomberg.com/news/articles/2026-04-29/anthropic-considering-funding-offers-at-over-900-billion-valueValutazione potenziale di Anthropic. TechCrunchhttps://techcrunch.com/2026/04/24/google-to-invest-up-to-40b-in-anthropic-in-cash-and-compute/Investimento di Google in Anthropic. The Wall Street Journalhttps://www.wsj.com/tech/ai/white-house-opposes-anthropics-plan-to-expand-access-to-mythos-model-dc281ab5Rischi di sicurezza legati al modello Mythos. Bloomberghttps://www.bloomberg.com/news/articles/2026-04-30/openai-meets-key-ai-computing-capacity-goal-ahead-of-scheduleCapacità computazionale raggiunta da OpenAI. Briefshttps://www.briefs.co/news/oracle-just-tripled-its-power-deal-with-bloom-energy-to-skip-the-grid/Soluzioni energetiche alternative per data center. TechCrunchhttps://techcrunch.com/2026/04/24/in-another-wild-turn-for-ai-chips-meta-signs-deal-for-millions-of-amazon-ai-cpus/Accordo Meta–Amazon su CPU per AI. Cloudflare Bloghttps://blog.cloudflare.com/agents-stripe-projects/Automazione agentica nei servizi digitali. IBM Newsroomhttps://newsroom.ibm.com/2026-04-28-introducing-ibm-bob-ai-development-partner-that-takes-enterprises-from-ai-assisted-coding-to-production-ready-softwarePiattaforma IBM per orchestrazione di agenti.PR Newswirehttps://www.prnewswire.com/apac/news-releases/visa-launches-agentic-ready-program-in-asia-pacific-with-over-50-partners---advancing-agentic-commerce-302758064.htmlProgramma Visa per pagamenti agentici. WIREDhttps://www.wired.com/story/elon-musk-distill-openai-models-partly-xai/Uso della distillazione nei modelli AI. The Guardianhttps://www.theguardian.com/technology/2026/apr/29/claude-ai-deletes-firm-databaseErrore critico di un agente AI su database aziendale. TNWhttps://thenextweb.com/news/us-government-intel-stake-36-billion-chips-actInvestimenti USA nei semiconduttori. Tom's Hardwarehttps://www.tomshardware.com/tech-industry/china-plans-cpu-only-exascale-supercomputer-with-47000-domestic-processors

Our 243rd episode with a summary and discussion of last week's big AI news!Recorded on 04/29/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:OpenAI released GPT-5.5 with strong coding-oriented improvements, a system card discussing chain-of-thought monitorability and misalignment testing, higher pricing than GPT-5.4, and notable quirks like a system-prompt warning about “goblins.”xAI launched Grok Voice Think Fast 1.0, claiming large benchmark leads for real-time voice agents and reporting major Starlink customer-support automation and sales conversion impact.DeepSeek open-sourced DeepSeek V4 (Pro and Flash) featuring MoE scaling and 1M-token context via hybrid/compressed attention changes, while Tencent released Hunyuan 3 preview with weaker benchmark performance; a new long-horizon agent benchmark (Clawmark) shows low task success rates.Major business, legal, and policy updates include Google's planned up-to-$40B investment and 5GW compute commitment to Anthropic, Meta's AWS Gravitron deal and China blocking Meta's Manus acquisition, a revamped OpenAI–Microsoft agreement, ongoing Musk–OpenAI trial developments, and new safety/security research on sabotage, document degradation under delegation, and bit-flip attacks.Timestamps:(00:00:10) Intro / Banter(00:02:00) News Preview(00:02:26) Response to listener comments(00:02:55) SponsorsTools & Apps(00:05:55) OpenAI Unveils Its New, More Powerful GPT-5.5 Model - The New York Times(00:23:33) xAI Launches grok-voice-think-fast-1.0: Topping τ-voice Bench at 67.3%, Outperforming Gemini, GPT Realtime, and More - MarkTechPost(00:29:00) Claude can now plug directly into Photoshop, Blender, and Ableton | The VergeProjects & Open Source(00:29:38) China's DeepSeek releases preview of long-awaited V4 model as AI race intensifies(00:47:05) Tencent Unveils Hy3 preview; Model Enhances Agent Capabilities and Real-World Usability - Tencent 腾讯(00:50:14) ClawMark: A Living-World Benchmark for Multi-Turn, Multi-Day, Multimodal Coworker AgentsApplications & Business(00:53:03) Google Plans to Invest Up to $40 Billion in Anthropic(00:56:26) Meta will use hundreds of thousands of AWS Graviton chips(00:59:51) China blocks Meta's $2 billion takeover of AI startup Manus(01:01:45) OpenAI shakes up partnership with Microsoft, capping revenue share payments(01:07:13) Elon Musk Testifies of AI Risk at Trial, Says OpenAI Tried to ‘Steal' a Charity - WSJ(01:11:50) Judge rejects DOJ bid to delay Anthropic appeal in Pentagon dispute(01:14:42) Google's Gemini can now run on a single air-gapped server — and vanish when you pull the plug(01:19:07) DeepMind's David Silver just raised $1.1B to build an AI that learns without human data | TechCrunchPolicy & Safety(01:22:47) Evaluating whether AI models would sabotage AI safety research(01:28:59) LLMs Corrupt Your Documents When You Delegate(01:32:50) Temporal Sparse Autoencoders: Leveraging the Sequential Nature of Language for Interpretability(01:39:53) Memorandum on Adversarial Distillation of American AI Models(01:41:41) Teen boys are dating their AI chatbots—and experts warn it could kill their careers | Fortune(01:43:57) Announcing the Anthropic Economic Index Survey(01:45:21) Scoop: CISA lacks access to Anthropic's MythosSynthetic Media & Art(01:48:03) Taylor Swift Files to Trademark Voice and Likeness to Protect Against AI MisuseResearch & Advancements(01:49:15) Maximal Brain Damage Without Data or Optimization: Disrupting Neural Networks via Sign-Bit FlipsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Elon Musk attaque Sam Altman et OpenAI dans un procès explosif sur la gouvernance de l'IA • OpenAI et Microsoft redéfinissent leur alliance stratégique • Google renoue avec le Pentagone et relance le débat sur la tech militaire • La France débloque 200 millions d'euros contre les fuites massives de données • Une batterie automobile chinoise se recharge en moins de 4 minutes • En Chine, l'IA s'installe au cœur de la production audiovisuelle • Tech et défense : Tariq Krim décrypte le manifeste de Palantir.⭐️ Découvrez Frogans, l'innovation française qui réinvente le Web [PARTENARIAT]===============Sommaire détaillé :===============Musk contre Altman : le procès de l'IA (02:37)Le procès qui oppose Elon Musk à Sam Altman s'est ouvert en Californie. Le fondateur de OpenAI accuse l'entreprise d'avoir trahi sa mission initiale en devenant lucrative avec le soutien de Microsoft. Au-delà d'un affrontement d'egos, l'affaire pose une question clé : l'IA peut-elle rester d'intérêt général sous la pression des marchés et d'une future introduction en Bourse ?OpenAI–Microsoft : la fin de l'exclusivité (05:34)Les deux partenaires historiques revoient leur accord stratégique. Microsoft perd l'exclusivité commerciale sur les modèles d'OpenAI, qui pourront désormais être distribués via d'autres clouds. Une évolution majeure qui redessine l'équilibre des forces dans l'IA mondiale et marque une nouvelle étape d'émancipation mutuelle.Google et le Pentagone : le retour du militaire (07:02)Selon Reuters et The Information, Google aurait signé un accord classifié avec le Pentagone pour l'usage de ses modèles d'IA à des fins gouvernementales et militaires. Un virage symbolique pour le géant américain, après les controverses du projet Maven en 2018. Le débat sur la collaboration entre la Silicon Valley et la défense américaine revient au premier plan.200 millions d'euros contre les fuites de données (08:57)Face à la multiplication des cyberattaques, le gouvernement français débloque 200 millions d'euros pour moderniser les systèmes publics et préparer l'adoption de la cryptographie post-quantique. Une réponse à des vols massifs de données, dont celui de l'ANTS, qui ont exposé des millions d'informations personnelles sur le darknet.Batterie automobile record : 3 minutes 44 pour recharger (11:04)Le chinois CATL annonce une batterie capable de passer de 10 à 80 % de charge en 3 minutes 44. Une prouesse technologique rendue possible par la technologie LFP et un système thermique optimisé, mais qui pose la question des infrastructures capables de délivrer une telle puissance.Un agent IA détruit une entreprise en 9 secondes (14:04)Dans le débrief transatlantique avec Bruno Guglielminetti, éditeur du podcast Mon Carnet, retour sur l'incident spectaculaire de l'entreprise américaine Pocket OS, dont la base de données a été effacée par un agent IA mal encadré. Une illustration concrète des risques liés au déploiement d'agents autonomes sans garde-fous de cybersécurité.La Chine, laboratoire du cinéma généré par IA (30:43)Shanhui Zhang, présentatrice à China Global Television Network, explique comment des plateformes comme iQIYI et Tencent Video expérimentent des acteurs virtuels et des productions partiellement générées par IA. Baisse des coûts, nouveaux métiers, transformation des formations : l'IA redessine en profondeur l'économie audiovisuelle chinoise.Tech et défense : décryptage du manifeste de Palantir (39:21)L'entrepreneur Tariq Krim, fondateur de Cybernetica, analyse le manifeste publié par le patron de Palantir Technologies. Derrière l'appel à mettre la tech au service de la défense occidentale, il voit avant tout une stratégie industrielle et commerciale, inscrite dans l'histoire longue des relations entre Silicon Valley et armée américaine.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown. --- Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠Apple Podcasts⁠⁠⁠, ⁠⁠⁠YouTube⁠⁠⁠, ⁠⁠⁠Spotify⁠⁠⁠, ⁠⁠⁠X⁠⁠⁠, ⁠⁠⁠Unchained⁠⁠⁠ and wherever you get your podcasts. ---- Chris Perkins and Ram Ahluwalia cover a lot of ground this week: Iran appears to be seeking a deal to end the Strait of Hormuz blockade as US economic pressure mounts, and the US government just worked with Tether to seize over $300 million in Iranian-linked stablecoins.  Bottoms-up S&P earnings estimates are running at 19% year-over-year growth, tech earnings are about to hit, and both hosts think the setup for markets is unusually constructive.  They also break down the new Microsoft-OpenAI agreement, the arrest of a special operations soldier for betting on the Maduro raid on Polymarket, and what the Kelp DAO hack means for DeFi's path to institutional adoption. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of Lumida ⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Perkins⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of 250 Digital Asset Management Learn more about your ad choices. Visit megaphone.fm/adchoices

Cohere übernimmt Aleph Alpha – die Schwarz-Gruppe investiert $600 Mio., Aleph Alpha bekommt 10% der neuen Firma. OpenAI und Microsoft lösen ihre exklusive Partnerschaft auf – Microsoft verliert die Exklusivität, OpenAI behält den Revenue Share. OpenAI verfehlt interne Umsatz- und Nutzerziele. Google investiert bis zu $40 Mrd. in Anthropic – die ersten $10 Mrd. auf der alten $350-Mrd.-Bewertung, obwohl Anthropic am Sekundärmarkt über $1 Billion wert ist. Google unterzeichnet einen geheimen Pentagon-KI-Deal trotz Mitarbeiterprotesten. GitHub Copilot wechselt auf nutzungsbasierte Abrechnung. Ex-DeepMind-Forscher raised $1 Mrd. Seed auf $5 Mrd. Bewertung. World ID 4.0 startet mit Zoom, Tinder und Shopify. China blockiert Metas $2-Mrd.-Manus-Übernahme. Emil Michael baut Pentagon-VC-Fonds. Musk vs. Altman geht vor Gericht – Musk pusht den New-Yorker-Artikel, NYT enthüllt SpaceX als Musks Sparkasse. Sereact raised $110 Mio. für Robotik-KI. Google Maps zeigt jetzt die Zahl gelöschter Rezensionen an. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Hörerfrage (00:07:20) Aleph Alpha/Cohere: Analyse des Deals (00:16:56) OpenAI/Microsoft lösen exklusive Partnerschaft (00:21:06) OpenAI verfehlt Umsatz- und Nutzerziele (00:28:40) Google investiert $40 Mrd. in Anthropic bei alter Bewertung (00:37:08) Google: Geheimer Pentagon-KI-Deal (00:41:15) Bubble: $5 Mrd. Seed, Cognition $25 Mrd. (00:45:51) World ID 4.0, China blockiert Meta/Manus (00:52:05) Mythos: Panik bei Firmen, Emil Michael als Pentagon-VC (00:55:55) Musk vs. Altman vor Gericht & Musk nutzte SpaceX als Sparkasse (01:02:40) Sereact $110 Mio. und Google Maps gelöschte Reviews Shownotes Cohere kauft Aleph Alpha, Schwarz investiert $600 Mio. - bloomberg.com OpenAI und Microsoft: Neue Freiheiten für beide Seiten - wsj.com OpenAI verfehlt Umsatz- und Nutzerziele vor IPO - wsj.com Google investiert bis zu $40 Mrd. in Anthropic - wsj.com Google unterzeichnet geheimen Pentagon-KI-Deal - theinformation.com GitHub Copilot wechselt auf nutzungsbasierte Abrechnung - github.blog Sequoia/Nvidia investieren $5 Mrd. in Ex-DeepMind-Startup - bloomberg.com Cognition (Devon AI) bei $25 Mrd. Bewertung - bloomberg.com World ID 4.0: Partnerschaften mit Zoom, Tinder, Shopify - xcancel.com China blockiert Metas $2 Mrd. Manus-Übernahme - theinformation.com Meta: Rechenzentren mit Solarenergie aus dem All - bloomberg.com Mythos- ft.com Emil Michael verwandelt Pentagon in VC-Firma - washingtonpost.com Musk pusht Altman-Exposé auf X vor Prozess - wired.com NYT: Musk nutzte SpaceX als Sparkasse - nytimes.com Sereact: $110 Mio. für Robotik-KI aus Stuttgart - bloomberg.com Google Maps zeigt Zahl gelöschter Rezensionen an - smartdroid.de

One side wins the OpenAI-Microsoft divorce, Ram calls a 19% earnings growth year 'bananas,' and Chris wants the US to hack back against DeFi exploiters. Here is the full rundown. --- Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠Apple Podcasts⁠⁠⁠, ⁠⁠⁠YouTube⁠⁠⁠, ⁠⁠⁠Spotify⁠⁠⁠, ⁠⁠⁠X⁠⁠⁠, ⁠⁠⁠Unchained⁠⁠⁠ and wherever you get your podcasts. ---- Chris Perkins and Ram Ahluwalia cover a lot of ground this week: Iran appears to be seeking a deal to end the Strait of Hormuz blockade as US economic pressure mounts, and the US government just worked with Tether to seize over $300 million in Iranian-linked stablecoins.  Bottoms-up S&P earnings estimates are running at 19% year-over-year growth, tech earnings are about to hit, and both hosts think the setup for markets is unusually constructive.  They also break down the new Microsoft-OpenAI agreement, the arrest of a special operations soldier for betting on the Maduro raid on Polymarket, and what the Kelp DAO hack means for DeFi's path to institutional adoption. Hosts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ram Ahluwalia⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of Lumida ⁠⁠⁠⁠⁠⁠⁠⁠⁠Chris Perkins⁠⁠⁠⁠⁠⁠⁠⁠⁠, Co-Host, CEO of 250 Digital Asset Management Learn more about your ad choices. Visit megaphone.fm/adchoices

This Week In Startups is made possible by:IM8 Health - IM8health.com/twistSentry - Sentry.io/twistDeel - Deel.com/twistPlaud - https://Plaud.ai/twistWhat's the technology story of the year? No, it's not Anthropic's Mythos model, nor any other AI model. Upcoming IPOs? Wrong again. Jason thinks it's China's government's decision to block Meta's acquisition of Manus. The multi-billion-dollar deal was heralded as evidence that AI companies founded in China could sidestep onerous government meddling by moving their operations to Singapore. That loophole now appears closed.Jason and Lon then dug into the newly-reforged OpenAI-Microsoft partnership. The two companies have had a mutually beneficial, if fractious, operating relationship to date; that they had to rework their agreement is not a shock.Then, your hosts watched and digested a video from China purportedly showing a self-driving car hitting a child at speed. What would happen in the United States if such a tragedy struck? And is that fait accompli?Closing the show, Jason and Lon reacted to the latest Russell Brand implosion, discussed Lon's new favorite show ‘Criminal Record,' and shared recommended foot pedals (for AI dictation) and headphones for the road warriors tuning in.Key Links: OpenAI and MicrosoftOpenAI's announcement of its new Microsoft dealMicrosoft's announcement of its new OpenAI dealOpenAI announces its deal with AWSNews that Microsoft was considering legal action against OpenAIMicrosoft-OpenAI negotiations late 2025 edition, and terms announced in early 2026Amazon announces that OpenAI models are coming to AWSTimestamps:0:00 Show starts1:24 OpenAI and Microsoft have a new deal3:22 Why would Microsoft cede exclusive access to OpenAI models?5:36 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!8:09 Why Jason thinks Microsoft and Apple should work together on AI9:45 China will block the Meta-Manus deal12:12 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.12:23 Golden Shares and what they provide14:57 How do you unravel a multi-billion-dollar deal?22:08 Sentry - New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST24:42 The Huawei ADC crash29:49 What happens when something similar happens in the United States?31:55 IM8 Health: Start feeling like your best self every day. Go to https://IM8health.com/twist and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order.36:15 Russell Brand's public humiliation41:22 Don't trust palm reading!43:59 Lon's Off Duty streaming pick: Criminal Record46:25 Jason's Pick: Which foot pedal for AI dictation is right for you?48:43 Jason's Pick: In the market for new headphones?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

The Information's Aaron Holmes breaks down the behind-the-scenes negotiations between Sam Altman and Satya Nadella to avoid a legal war over OpenAI's partnership with AWS. We also talk with Erin Woo about Google's new deal to put AI on classified Pentagon systems and Rocket Drew about the jury selection in the Elon Musk vs. Sam Altman trial. Lastly, we get into the "buoyancy" of AI debt markets with Cory Weinberg and the future of agentic AI hardware with BEP Research's Ben Pouladian.Articles discussed on this episode: https://www.theinformation.com/articles/google-signs-classified-ai-deal-pentagon-amid-employee-oppositionhttps://www.theinformation.com/articles/nadella-altman-averted-legal-war-awshttps://www.theinformation.com/newsletters/the-briefing/microsoft-comes-openai-deal-winner-risks-ai-financinghttps://www.theinformation.com/briefings/musk-altman-brockman-agree-stay-social-media-trialSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/

Entering a big week in which most of the Magnificent 7 lead the earnings parade, David Faber and Jim Cramer covered many developments surrounding AI: The record run for stocks including Nvidia's market cap rising back above $5 trillion, OpenAI caps revenue share payments as part of its revamped partnership with Microsoft, Elon Musk's lawsuit against OpenAI and its CEO Sam Altman goes to trial Monday, Related Companies CEO Jeff Blau joined the show to discuss Related Digital securing financing for Oracle's $16 billion data center project in Michigan. Also in focus: The red-hot chip sector rally, Verizon rises on earnings, reports of a Qualcomm-OpenAI partnership. Domino's tumbles. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ben and Andrew interrupt Stratechery's spring vacation with a mailbag. First, they discuss the end of Sora, the difference between Sora and Instagram, and where the OpenAI/Microsoft parallels break down. Then: A great take on advertising, ChatGPT engagement farming, Formula 1's new era, the NFL's world takeover, and how NBC solved tape delay at the Olympics. At the end: A question about Vision Pro and wives, whether elementary schoolers should have smart phones, Elon's continued adventures with xAI, a Netflix dating show, LLM-aided dogfooding etymology, and Ben's (admittedly boring) Taipei routine.

The ACCC has launched a public investigation into whether major fuel suppliers have been committing anti-competitive conduct in regional Australia Meta is pulling Horizon Worlds off its VR headsets as it shifts further and further away from its expensive metaverse dream Microsoft is threatening legal action against its partner OpenAI after a $50 billion USD Amazon deal risks turning an exclusive partnership into a very awkward cloud throuple _ Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes. —- Schroder Investment Management Australia Limited (ABN 22 000 443 274, AFSL 226473) (Schroders) is the product issuer for Schroders Global Equity Alpha Fund (ARSN 678 278 370). This document does not contain and should not be taken as containing any financial product advice or financial product recommendations. This document does not take into consideration any recipient’s objectives, financial situation or needs. Before making any decision relating to a Schroders fund, you should obtain and read a copy of the product disclosure statement available at www.schroders.com.au or other relevant disclosure document for that fund and consider the appropriateness of the fundto your objectives, financial situation and needs. You should also refer to the target market determination for the fund at www.schroders.com.au. All investments carry risk, and the repayment of capital and performance in any of the funds named in this document are not guaranteed by Schroders or any company in the Schroders Group. The material contained in this document is not intended to provide, and should not be relied on for accounting, legal or tax advice. Schroders does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this document. To the maximum extent permitted by law, Schroders, every company in the Schrodersplc group, and their respective directors, officers, employees, consultants and agents exclude all liability (however arising) for any direct or indirect loss or damage that may be suffered by the recipient or any other person in connection with this document. Opinions, estimates and projections contained in this document reflect the opinions of the authors as at the date of this document and are subject to change without notice. “Forward-looking” information, such as forecasts or projections, are not guarantees of any future performance and there is no assurance that any forecast or projection will be realised. Past performance is not a reliable indicator of future performance. All references to securities, sectors, regions and/or countries are made for illustrative purposes only and are not to be construed as recommendations to buy, sell or hold. Telephone calls and other electronic communications with Schroders representatives may be recorded.See omnystudio.com/listener for privacy information.

Who will win the AI race in 2026?

Depotwechsel Consorsbank*: https://www.consorsbank.de/web/Wertpapierhandel/DepotwechselZwei Unternehmen. Zwei IPOs. Und möglicherweise zwei der größten Börsengänge aller Zeiten.Willkommen zur ersten aktien.kauf-Podcastfolge im Jahr 2026.Während viele Indizes bereits neue Höchststände markieren, werfen wir heute einen Blick nach vorne – auf die spannendsten Börsengang-Kandidaten der kommenden Jahre.In dieser Folge analysieren wir zwei absolute Schwergewichte:SpaceX ist längst mehr als ein Raumfahrtunternehmen. Der eigentliche Werttreiber ist Starlink – ein globales Satelliten-Internet-Netzwerk mit tausenden Satelliten im niedrigen Erdorbit.Wir sprechen über:Starlink als skalierbares Infrastruktur- und Abo-GeschäftDen außergewöhnlich starken Burggraben durch Technologie, Netzwerkeffekte & staatliche KundenChancen als globaler Telekom- und Infrastruktur-PlayerRisiken durch Kapitalbedarf, Regulierung, Bewertung & den Elon-Musk-FaktorEin möglicher Börsengang mit einer Bewertung von 150–200 Mrd. USD wäre ein echtes Markt-Event.OpenAI hat mit ChatGPT & Co. eine technologische Zeitenwende ausgelöst. Das Unternehmen verkauft keinen klassischen Software-Zugang – sondern Zugang zu Intelligenz.Wir schauen auf:OpenAI als KI-Grundinfrastruktur für Unternehmen & EntwicklerDen daten-, kapital- und wissensbasierten BurggrabenChancen durch Skalierbarkeit, Plattform-Effekte & neue MonetarisierungsmodelleMassive Risiken durch Kosten, Regulierung, Wettbewerb & BewertungEin möglicher IPO wird sogar mit Bewertungen bis zu 1 Billion USD diskutiert.Microsoft hält rund 27 % an OpenAI und stellt mit Azure die technische Basis.Für Aktionäre bedeutet das:Indirekte OpenAI-ExposureKI-Fantasie ohne All-in-RisikoEin stabiles Kerngeschäft als SicherheitsnetzSpaceX und OpenAI sind außergewöhnliche Firmen mit enormem langfristigem Potenzial.Aber: „Price is what you pay, value is what you get.“Historisch zeigt sich:IPOs sind kurzfristig oft volatilGeduld zahlt sich häufig erst nach der Hype-Phase ausDie besten IPOs liefern ihren Wert über viele Jahre➡️ Für Anleger heißt das: Begeisterung ist gut – Bewertung und Timing sind entscheidend.Die in diesem Podcast besprochenen Inhalte dienen ausschließlich Informations- und Unterhaltungszwecken und stellen keine Anlageberatung, Kauf- oder Verkaufsempfehlung dar.Alle genannten Meinungen spiegeln die persönliche Einschätzung des Hosts wider.Kapitalmarktinvestitionen sind mit Risiken verbunden und können zum vollständigen Verlust des eingesetzten Kapitals führen.Bitte informiere dich eigenständig und ziehe im Zweifel einen professionellen Finanzberater hinzu.*Werbung

Welcome to AI Unraveled (November 19, 2025): Your daily strategic briefing on the business impact of AI.Today's Highlights: Google CEO warns no firm is immune if the AI bubble bursts. Peter Thiel and SoftBankliquidated their entire Nvidia stakes. Google unveiled Gemini 3 Pro, immediately outperforming GPT-5.1 on key benchmarks. And Jeff Bezos revealed Project Prometheus, a $6.2 billion launch into physical AI manufacturing.Listen at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-gemini-3-0-pro-vs-gpt-5-1-benchmark/id1684415169?i=1000737352861Strategic Pillars & Topics:

```html join wall-e on this tech briefing for monday, november 17th as we delve into today's top stories: openai & microsoft's financial intertwining: leaked documents reveal microsoft received substantial revenue share payments from openai in 2024 and 2025, highlighting their intricate partnership. u.s. losing ai edge to china: andy konwinski of databricks emphasizes the need for open-source collaborations to help the u.s. regain its ai competitiveness against china. chatgpt's expansion and challenges: openai's chatbot thrives with 800 million users, rolling out gpt-5.1 and exploring sectors like healthcare amidst legal hurdles. tesla's autonomous vehicle safety claims: tesla counters scrutiny with claims of lower collision rates, but transparency questions remain about their robotaxi trials. north korean operatives in cybercrime: five individuals plead guilty to aiding north korean cyber activities, spotlighting ongoing cybersecurity threats. stay tuned for tomorrow's latest tech updates! ```

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. KI-Deals wohin man schaut: OpenAI kauft bei AWS, AWS kauft bei Cipher, Microsoft kauft bei Iren. Microsoft verkauft in die VAE. NVIDIA profitiert. Hedgefonds feiert Aixtron. Palantir, BioNTech und Ryanair haben Zahlen und Tesla kauft wohl bei Samsung SDI. Denkt man an Autos in den USA, denkt man an Muscle-Cars oder Pickups. KIA Motors (WKN: 885677) steht dafür auf den ersten Blick nicht. Trotzdem mischen die Südkoreaner den US-Markt auf. Mit einer cleveren Strategie. Six Flags (WKN: A2QGV5) sollte nach der Fusion mit Cedar Fair DER US-Freizeitparkgigant werden. Daraus wurde aber nichts. Heute hat Six Flags hohe Schulden und viel weniger Besucher als 2019. NFL-Superstar Travis Kelce & Jana Partners wollen's ändern. Diesen Podcast vom 04.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Why is Amazon laying off 14,000 people during a massive AI boom? Todd and John analyze the Seattle tech paradox, digging into Andy Jassy's 'startup' reasoning and debating whether the AI frenzy is a bubble. Then, they take on the Cascadia high-speed rail: a necessary connector or a misguided project? Related headlines from the week Amazon layoffs Amazon confirms 14,000 job cuts, says push for ‘efficiency gains’ will continue into 2026 A tale of two Seattles in the age of AI: Harsh realities and new hope for the tech community Filing: Amazon cuts more than 2,300 jobs in Washington state as part of broader layoffs Amazon layoffs hit software engineers hardest in Washington Amazon layoffs reaction: ‘Thought I was a top performer but guess I’m expendable’ Amazon CEO says massive corporate layoffs were about agility — not AI or cost-cutting Amazon earnings Amazon stock soars 11% after topping Q3 estimates with $180B in revenue, $21B in profits Amazon’s Anthropic investment boosts its quarterly profits by $9.5B ‘Big Beautiful’ tax benefit: Amazon and other tech giants reap the rewards of new law, for now Microsoft Azure, earnings and OpenAI Microsoft’s Azure reports cloud outage, disrupting global customers including Alaska Airlines Microsoft beats expectations, reports nearly $35B in Q1 capital spending amid Azure outage Microsoft gets 27% stake in OpenAI, and a $250B Azure commitment Seattle-Portland-Vancouver Slowly but surely, high-speed rail backers believe Cascadia mega-project will become a reality Cascadia’s AI paradox: A world-leading opportunity threatened by rising costs and a talent crunch The ‘enormous barrier’ that threatens economic growth in the Pacific Northwest Beta’s unique electric airplane flies into Seattle to wow state officials and aviation experts With GeekWire co-founders John Cook and Todd BishopSee omnystudio.com/listener for privacy information.

Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thoughts on the "Too Big to Fail" era in tech that may be averted, reactions to the latest humanoid robot, and thoughts on both sides of the OpenAI-MIcrosoft announcement earlier this week. At the end: Taylor Sheridan leaves Paramount for greener pastures, Sharp Text and lessons from Grantland, a temperature check on Sora one month later, lessons from the Nexperia mess in Europe, a question about Magic: The Gathering, and a few corrections to last week's show.

Hurricane Melissa makes landfall in Cuba after leaving a trail of destruction in Jamaica. U.S. President Donald Trump is on his final stop in a high-stakes Asia trip. Microsoft and OpenAI strike a deal that clears the way for the ChatGPT maker to go public. And Dutch voters head to the polls as far-right, anti-immigration leader Geert Wilders tries to hold onto power. Sign up for the Reuters Econ World newsletter here. Listen to the Reuters Econ World podcast here. Find the Recommended Read here. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Take the AI Dragon Quiz to get tailored recommendations for AI tools & resources: https://clickhubspot.com/mkw Episode 81: Is Microsoft finally stepping out of OpenAI's shadow to compete in the AI image generation race? Matt Wolfe (https://x.com/mreflow) is joined by special guest Maria Gharib (https://uk.linkedin.com/in/maria-gharib-091779b9), head writer of the Mindstream newsletter and one of the sharpest AI journalists around. Maria's journey from studying international affairs and politics to reporting on the AI frontier has made her writing a daily go-to for thousands, and now she's bringing her AI insights to The Next Wave. In this packed episode, Matt and Maria break down Microsoft's surprising new MAI Image 1 model, its impact on the OpenAI-Microsoft partnership, and what it signals for future AI competition. They also dive into the evolving personality (and rules) of ChatGPT—including Sam Altman's statements on mental health and GPT erotica—and talk about Google Gemini's brand-new calendar integration. Other hot topics include Elon's ambitious "World Model" for XAI, when AI beats doctors to diagnose Lyme disease, and how Google's new “AI makeup” feature is changing work calls. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) Maria's Journey into AI (04:48) Microsoft's First In-House AI Model (06:58) LM Arena AI Demo Explained (11:40) Relaxing ChatGPT Restrictions Soon (14:51) ChatGPT: Tool or Companion? (18:13) AI Age Detection Challenges (21:57) Google's Gemini Schedules Meetings (25:45) AI Models and Business Moats (30:07) Bringing Characters to Life (31:04) AI Tools and Future Uncertainty (36:50) Elon's XAI: Revolutionizing AI Understanding (38:05) Training Robots in Virtual Worlds (43:47) AI Diagnoses Man's Lyme Disease (45:22) AI Enhancing Healthcare Diagnosis (47:48) Mindstream: Daily AI Updates — Mentions: Maria Gharib: https://www.mindstream.news/authors Mindstream AI newsletter: https://www.mindstream.news/ Microsoft MAI Image: https://microsoft.ai/news/introducing-mai-image-1-debuting-in-the-top-10-on-lmarena/ Gemini: https://gemini.google.com/ Nano Banana: https://nanobanana.ai/ Claude: https://claude.ai/ AI-powered makeup in Google Meet: https://workspaceupdates.googleblog.com/2025/10/ai-powered-makeup-in-google-meet.html Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

เรื่องราวของ OpenAI ที่หลายคนไม่ทราบ #12

Send us a text00:00 - Intro00:02 - SpaceX to enter the cell service business04:26 - Anduril wins $1.26b of new deals12:43 - OpenAI + Microsoft work out non-profit to for-profit switch17:33 - Will AI/robotics yield a decade long bull market?Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs…X - @AaronGDillon…LinkedIn - www.linkedin.com/in/aarondillonnyc

Would you trust a synthetic version of yourself to teach your audience? One CEO just did, and it's raising questions about authenticity, attention, and the future of thought leadership. In this week's episode, Paul and Mike examine OpenAI's billion-dollar power plays, the deeper implications of its “People First AI Fund,” and why Microsoft, Oracle, and OpenAI might be creating value out of thin air. They also analyze Replit's Agent 3, a next-gen AI dev tool claiming 10x more autonomy, and why it may hint at what's coming across industries. Plus, stay tuned for commentary on AI's impact on jobs, the economy, and a controversial AI Podcast startup. Show Notes: Access the show notes and show links here Timestamps:  00:00:00 — Intro 00:04:51 —  OpenAI and Microsoft Partnership 00:18:31 — Replit's Agent 3 and What It Means for the Future of Agents 00:30:15 — AI Avatars for Executives 00:42:36 — OpenAI and Oracle Compute Deal 00:47:00 — Anthropic's $1.5B Authors Settlement Under Scrutiny 00:51:17 — Internal Tensions at Meta 00:54:52 — AI and Jobs: Labor Market Signals 01:02:11 — Will AI Crash the Economy? 01:07:55 — New AI Podcast Startup 01:14:13 — FTC and AI Companions 01:17:25 — Retail AI Case Studies 01:20:09 — AI Product and Funding Updates This week's episode is brought to you by MAICON, our 6th annual Marketing AI Conference, happening in Cleveland, Oct. 14-16. The code POD100 saves $100 on all pass types. For more information on MAICON and to register for this year's conference, visit www.MAICON.ai. Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI ConferenceEnroll in our AI Academy

Can AI stocks beat Big Tech? In this episode, I discuss OpenAI and its decision to expand a secondary share sale that lets insiders sell about $10.3 billion of stock at roughly a $500 billion valuation. Although skeptical at first, the calculations reveal there is a path for OpenAI to deliver outsized returns.I cover:(0:00) The $500B question (01:11) Why the Nasdaq Index is the benchmark (03:35) Inside the OpenAI-Microsoft deal (05:50) The bull case: OpenAI's trillion-dollar path (09:33) The AI market explosion (12:39) The bear case: Competition and constraints (17:13) Exploring the models of tomorrow (20:58) The disruption premium (23:21) Where will OpenAI's revenue come from? (29:14) The final verdict

We're hours away from OpenAI's livestream announcement of what's reportedly called Agent Mode. There's been a few lines of reporting of what's coming!We tackle the rumors, what they mean, and how to be prepared for what this means for our day-to-day work lives. Square keeps up so you don't have to slow down. Get everything you need to run and grow your business—without any long-term commitments. And why wait? Right now, you can get up to $200 off Square hardware at square.com/go/jordan. Run your business smarter with Square. Get started today.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion:Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:ChatGPT Agent Mode Release RumorsChatGPT vs Microsoft Office CompetitionPotential Excel and PowerPoint IntegrationDeep Research and Agent Mode FeaturesOpenAI Operator and Browser UpdatesImpact on Microsoft Office Business ModelWorkflow Automation and App ConnectorsProductivity Tool Advancements for Knowledge WorkersTimestamps:00:00 "OpenAI's New Agent Announcement"04:56 OpenAI's New Features Reveal Tomorrow07:35 Microsoft-OpenAI Integration: Enhanced ChatGPT Features10:28 "ChatGPT-Powered Document Creation"13:42 "AI Tools for Visual Presentations"17:18 OpenAI's Enhanced Operator Unveiled19:55 "Anticipating Software Agent Reveal"25:28 AI Evolution: New Industry NormsKeywords:ChatGPT agent, OpenAI, agent mode, Microsoft Office competitor, Excel automation, PowerPoint automation, generative AI tools, spreadsheet AI, presentation AI, Operator, OpenAI browser, Canvas mode, Advanced Data Analysis, Microsoft Copilot, document management AI, workflow automation, browser automation, deep research, computer using agent, data analysis AI, GPT-4o image generation, Google Drive integration, report generation, database analysis, visual creation AI, productivity tool, chat-based document editing, slide generation, formula automation, business productivity AI, AI-powered presentations, AI-powered spreadsheets, AI advancements, IP sharing, OpenAI-Microsoft relationship, slide transitions AI, corporate data analysis, public data synthesis, Mac user productivity, PowerPoint, Excel, real-time updates AI, web sources integration.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner

This week, Paul and Mike unpack the New York Times' list of 22 upcoming roles (from “AI auditors” to “personality directors”), weigh Andy Jassy's memo that generative AI will mean leaner teams, and dissect the viral MIT study about what ChatGPT might be doing to your brain. Rapid-fire hits include Meta's billion-dollar talent raid, Apple's rumored Perplexity bid, and fresh OpenAI-Microsoft friction. Show Notes: Access the show notes and show links here Timestamps:  00:00:00 — Intro 00:05:41 — The New Jobs AI Could Create 00:26:11 — Amazon CEO on AI Job Disruption and AI Underemployment 00:39:28 — Your Brain on ChatGPT 00:52:22 — Fallout from the Meta / Scale AI Deal 00:55:27 — Meta and Apple AI Talent and Acquisition Search 01:05:59 — The OpenAI / Microsoft Relationship Is Getting Tense 01:08:53 — Veo 3's IP Issues 01:12:09 — HubSpot CEO Weighs In on AI's SEO Impact 01:15:29 — The Pope Takes on AI 01:18:39 — AI Product and Funding Updates This week's episode is brought to you by MAICON, our 6th annual Marketing AI Conference, happening in Cleveland, Oct. 14-16. The code POD100 saves $100 on all pass types. For more information on MAICON and to register for this year's conference, visit www.MAICON.ai. This episode is also brought to you by our upcoming AI Literacy webinars. As part of the AI Literacy Project, we're offering free resources and learning experiences to help you stay ahead. We've got two live sessions coming up in June—check them out here. Visit our website Receive our weekly newsletter Join our community: Slack LinkedIn Twitter Instagram Facebook Looking for content and resources? Register for a free webinar Come to our next Marketing AI Conference Enroll in our AI Academy 

OpenAI and Microsoft are reportedly caught up in protracted behind-the-scenes negotiations that are in danger of boiling over into public conflict. Prosecutors say the man accused of assassinating a Minnesota Democratic lawmaker used online data brokers to help target his victims. And, the Trump Organization unveiled a new venture this week: a mobile service and a smartphone. Marketplace's Nova Safo is joined by Natasha Mascarenhas at The Information, who explains why.

OpenAI and Microsoft are reportedly caught up in protracted behind-the-scenes negotiations that are in danger of boiling over into public conflict. Prosecutors say the man accused of assassinating a Minnesota Democratic lawmaker used online data brokers to help target his victims. And, the Trump Organization unveiled a new venture this week: a mobile service and a smartphone. Marketplace's Nova Safo is joined by Natasha Mascarenhas at The Information, who explains why.

Send us a text00:00 - Intro00:54 - OpenAI Strikes Defense Deal, Hits $314B in Secondaries01:54 - OpenAI-Microsoft Standoff Over Equity, Revenue, IP, and AGI03:07 - xAI Burns Billions, Seeks $9.3B More Amid $121B Valuation04:13 - Anysphere Doubles Valuation Weeks After Raise05:30 - GENIUS Act Sets Stage for Stablecoin Innovation06:39 - X Builds Financial Tools, Eyes Full-Stack Money Play07:58 - Scale AI Pivots After Losing OpenAI, Potentially Google09:07 - Revolut Builds AI Financial Assistant09:58 - Meta's Safe Superintelligence Acquisition Bid Rejected, Hires CEO

В новом выпуске Завтракаста, одного из самых популярных подкастов про технологии, игры, тв, сериалы, медиа и интернет, а также про всякое разное на русском языке, мы обсуждаем игру Claire Obscure: Expedition 33, сериал “Киностудия”, ПК-версию Stellar Blade, а также всё что только душе угодно. 

In today's AI Daily News,

Технології швидко змінюються, але не завжди на краще. У цьому епізоді наші ведучі аналізують ключові проблеми та тренди:— Чи зможе хтось похитнути монополію Google?— Застій інновацій в Apple— Як AI змінює пошукові системи та програмування?Розбираємо мінуси та переваги хмарних рішень, розвиток NAS-систем, падіння Skype, а також вплив регіонального ціноутворення на доступ до цифрових продуктів. 00:31 — еволюція технологій та монополій04:38 — майбутнє смартфонів07:00 — технології батарей та користувацький досвід12:40 — регулювання та права споживачів15:39 — монетизація в іграх та покупки в застосунках23:30 — NVIDIA та безпека паролів25:25 — OpenAI і Microsoft: складні відносини28:25 — хмарне зберігання: переваги та недоліки36:36 — регіональне ціноутворення та глобальні диспропорції40:17 — інструменти ШІ в розробці 

OpenAI versucht Microsoft von einer offenen Beziehung zu überzeugen. China und die USA schließen einen fragilen Zollfrieden. Unterdessen hat SAP seine Programme für Geschlechtervielfalt aufgrund politischer Einflüsse aus den USA gestrichen. Wie schätzt Pip Googles Zukunft ein? Klarna rudert beim Thema AI zurück, während Amazons Prime Video die US-Streaming-Landschaft mit seinem Werbeangebot verändert. IONOS startet mit starkem Wachstum ins Jahr. Katar schenkt der Trump-Regierung ein Flugzeug und der Einfluss russischer Agenten auf Elon Musk wirft Fragen auf.  Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Zollpause (00:04:00) SAP DEI (00:11:15) OpenAI Microsoft (00:16:15) Google (00:34:00) Klarna (00:40:00) Amazon Prime Werbung (00:43:50) Ionos Earnings (00:46:15) Katar Flugzeug  (00:51:25) ZDF Rohstoffe Elon (00:55:40) Humain (01:01:00) Papst Leo  Shownotes China und USA senken Zölle für 90 Tage – washingtonpost.com SAP: Programme für Geschlechtervielfalt gestrichen – zeit.de OpenAI Microsoft Verhandlungen – ft.com Google entwickelt KI-Agenten-Software vor Jahreskonferenz – reuters.com Google CTR-Studie: KI-Überblicke steigen, Klickrate sinkt – searchenginejournal.com Klarna verlangsamt KI-gesteuerte Stellenstreichungen – bloomberg.com Prime Video Werbe-Tarif erreicht 130 Mio. Menschen in den USA – hollywoodreporter.com Katar in Gesprächen mit Trump-Administration über Flugzeuggeschenk – washingtonpost.com Ex-FBI-Mann: Musk war Ziel russischer Agenten – zdf.de Saudi-Arabien startet KI-Unternehmen Humain vor Donald-Trump-Besuch – ft.com Dutzende weiße Südafrikaner landen in den USA unter Trump-Flüchtlingsplan – bbc.com Behauptungen von weißem Genozid 'nicht real', entscheidet südafrikanisches Gericht – bbc.com Trump entlässt Direktor des U.S. Copyright Office – cbsnews.com Papst Leo: Künstliche Intelligenz als Herausforderung für die Menschheit – edition.cnn.com

Microsoft and OpenAI's complex relationship is heating up, shaping the future of AI in unexpected ways. As tensions grow, Microsoft pushes forward independently with new models called MAI, which directly compete with OpenAI's reasoning models. Meanwhile, OpenAI diversifies its partnerships, signing a massive cloud deal with CoreWeave and teaming up with Oracle and SoftBank for Project Stargate. Brought to you by:KPMG – Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.kpmg.us/ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about how KPMG can help you drive value with our AI solutions.Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlwThe Agent Readiness Audit from Superintelligent - Go to https://besuper.ai/ to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdown

Send Everyday AI and Jordan a text messageNo joke.... this has been the busiest week in GenAI news. Ever.  Amazon -- releases frontier models. Meta -- brings us a new Llama. OpenAI -- new models and features Google -- shipping AI literally everywhere  What happened? Why is all of this happening now? We'll dive in, and make you the smartest person in AI at your company. Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Ask Jordan questions on AIUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:1. Amazon AI Developments2. Eleven Labs Voice Agents3. Microsoft AI Developments4. Google AI Model Updates5. xAI Updates6. OpenAI's Latest Releases and Plans7. Meta's Llama 3.3 Model6. OpenAI-Microsoft RelationshipTimestamps:03:00 OpenAI o1 Pro: Elevated AI, exclusive, costly.08:14 Copilot Vision provides insights, prioritizes privacy, feedback-driven.11:58 Gemini surpasses OpenAI GPT-4 in leaderboard.13:58 Google DeepMind outperforms ENS weather, AI advancements19:47 Amazon's model surpasses OpenAI's context window.22:27 Amazon quickly reaches top-tier model status.24:33 11 Labs platform: multilingual AI for customer interaction.29:12 Musk criticizes OpenAI, joins government, impacts technology.33:24 OpenAI discusses removing AGI access clause with Microsoft.34:51 OpenAI's redefined AGI criticized by Elon Musk.40:47 A sneaky release of a semi-open model.44:51 Advanced voice mode updates, some features rumored.46:47 OpenAI announces operator preview, waitlist expected.Keywords:Jordan Wilson, everydayai.com, Amazon Frontier model, ChatGPT, AWS, Nova Canvas, Nova Reel, Anthropic, Eleven Labs, David Sachs, Microsoft Gemini Live, Microsoft Copilot Vision, Google Gemini 1206, Google Gencast, Google Veo, Google Genie 2, Sundar Pichai, XAI, Elon Musk, OpenAI o1 pro model, ChatGPT Pro, AGI definition, Meta Llama 3.3 model, OpenAI-Microsoft relationship, OpenAI public benefit corporation, OpenAI restructuring, AI regulations, Department of Government Efficiency, Large language models, AI development Get more out of ChatGPT by learning our PPP method in this live, interactive and free training! Sign up now: https://youreverydayai.com/ppp-registration/

Our episode dives into the latest developments in the tech world's most watched legal battle, filed Friday in the U.S. District Court for the Northern District of California. At its heart is Elon Musk's preliminary injunction against OpenAI, its leadership, and Microsoft, revealing a stark contrast between the company's announced $1 billion in funding and the actual $130 million received, with Musk's personal $44 million contribution now at the center of controversy. The story unfolds through remarkable email exchanges, including Sam Altman's 2015 message expressing concerns about AI development and suggesting an alternative to Google's dominance. We explore Musk's visceral reaction to the Microsoft partnership, captured in his words: "This actually made me feel nauseous. It sucks and is exactly what I would expect from them." The tension escalates with the founding team's confrontation of Musk about control issues, documented in their statement: "You stated that you don't want to control the final AGI, but during this negotiation, you've shown to us that absolute control is extremely important to you." The cast of characters in this unfolding drama includes Elon Musk as the plaintiff, Sam Altman as OpenAI's CEO, Greg Brockman serving as president, Reid Hoffman's role as former board member, Dee Templeton's position as Microsoft VP and former board observer, and Shivon Zilis's perspective as a former OpenAI advisor. Their interactions span from OpenAI's nonprofit founding in 2015 through the Microsoft partnership proposal in 2016, internal conflicts in 2017, Musk's departure in 2018, and the introduction of the "capped-profit" structure in 2019, leading to the current legal action in 2024. The financial landscape reveals Microsoft's substantial $13 billion investment for a 49% stake, while OpenAI's annual spending exceeds $5 billion, recently supplemented by a $6.6 billion fundraising round. The legal action seeks to prevent OpenAI from discouraging investors from backing competitors, halt asset transfers to for-profit entities, and stop the sharing of proprietary information with Microsoft. Our analysis draws from U.S. District Court filings, original email correspondence, OpenAI's corporate documents, and Microsoft partnership agreements. This episode sets up our next discussion, where we'll examine the technical implications of the OpenAI-Microsoft partnership and its global impact on AI development. These materials provide crucial context for understanding how corporate governance shapes the future of AI development and industry competition.

This week on the GeekWire Podcast, we discuss Elon Musk's lawsuit against OpenAI, which now includes Microsoft, and assess the complexities of the OpenAI-Microsoft partnership, as illustrated by early email exchanges revealed in the lawsuit. We also consider the latest update to the GeekWire 200, our ranked index of Pacific Northwest technology startups, including the rise of Highspot to the top spot, and other trends in the Seattle region's startup ecosystem.  And we share highlights from tech events around the region this week, including the WTIA's 40th Anniversary, where Mayor Bruce Harrell addressed AI and the incoming presidential administration; and an interesting takeaway from a panel of startup leaders whose companies made the latest Deloitte Technology Fast 500 list.  Related links and coverage Internal emails: Elon Musk wanted to keep OpenAI from becoming ‘Microsoft's marketing bitch' GeekWire 200 update: A new No. 1 rises to the top of our startup rankings WTIA honors 40 years of boosting Washington's tech sector as new CEO aims for more impact Seattle mayor, who sits on a federal AI panel, says he'll seek ways to work with Trump administration With GeekWire co-founders John Cook and Todd BishopSee omnystudio.com/listener for privacy information.

Elon Musk Expands Legal Battle Against OpenAI and Microsoft Episode Title: Elon Musk vs. OpenAI & Microsoft: Antitrust Battle and AI Power Struggles Unveiled Episode Description: What started as a complaint over OpenAI's transformation from a nonprofit to a profit-driven powerhouse has escalated into a major antitrust legal battle. Musk is now alleging that Microsoft and OpenAI conspired to monopolize the generative AI market, sidelining competitors and potentially breaching federal antitrust laws. We dive into the history of OpenAI, the internal power struggles, and what this lawsuit could mean for the future of artificial intelligence. Key Topics Discussed: The Lawsuit's Expansion: We explore how Musk's original August complaint has evolved, now including new claims against Microsoft for allegedly colluding with OpenAI to dominate the AI market. We break down the legal arguments and what Musk is seeking from the court. OpenAI's Controversial Transformation: Originally founded as a nonprofit, OpenAI shifted gears in 2019, attracting billions in investment from Microsoft. We discuss how this change in business model became a point of contention for Musk and set the stage for the current legal conflict. Behind-the-Scenes Drama: Newly revealed emails between Musk, Sam Altman, Ilya Sutskever, and other OpenAI co-founders offer a rare glimpse into the early days of OpenAI. We dive into the disagreements over leadership, Musk's quest for control, and the internal debates about the company's mission. Microsoft's Role and Investment: Microsoft's billion-dollar partnership with OpenAI is at the heart of Musk's complaint. We examine the timeline of this collaboration, the exclusive licensing agreements, and why Musk views this as an anticompetitive move. Musk's Fear of an 'AGI Dictatorship': Emails from as early as 2016 show Musk's concerns about Google's DeepMind and its potential to dominate the AI space. We discuss Musk's fears of a single company controlling AGI (Artificial General Intelligence) and how these concerns influenced the founding of OpenAI. Intel's Missed Opportunity: We touch on Intel's decision to pass on a $1 billion investment in OpenAI back in 2017, a move that now appears shortsighted given OpenAI's current valuation and market influence. The Legal Stakes and Future Implications: What could this lawsuit mean for the future of AI development and industry partnerships? We break down the potential consequences for OpenAI, Microsoft, and the broader tech landscape. Featured Quotes: Marc Toberoff (Musk's attorney): “Microsoft's anticompetitive practices have escalated. Sunlight is the best disinfectant.” Elon Musk (internal email): “DeepMind is causing me extreme mental stress. If they win, it will be really bad news with their one mind to rule the world philosophy.” Why It Matters: This case isn't just about corporate rivalry; it's about the future control of artificial intelligence and the ethical concerns surrounding its development. As the AI race intensifies, Musk's lawsuit raises questions about monopolistic practices, transparency, and the potential consequences of unchecked power in the tech industry. Tune In To Learn: Why Musk believes Microsoft and OpenAI's partnership is illegal and anticompetitive. How internal power struggles shaped the trajectory of OpenAI and influenced Musk's departure. What the disclosed emails reveal about the early vision for OpenAI and the concerns about AGI dominance. Resources Mentioned: Musk's original lawsuit filing (August 2023) OpenAI's response to the amended complaint Email exchanges between OpenAI co-founders (2015-2018)

OpenAI's latest valuation and the value of the ChatGPT brand, the AGI clause in the OpenAI-Microsoft partnership, a follow-up on Waymo's data and the Bitter Lesson, a twist in the AI device form factor conversation, and a question about Orion and the importance of elite talent in big tech.

The latest episode of The Eric Ries Show features my conversation with Reid Hoffman. Executive Vice President of PayPal, co-founder of LinkedIn, and legendary investor at Greylock Partners are just a few of his official roles that have changed our world. He's also been a mentor to countless founders of iconic companies like Airbnb, Facebook, and OpenAI. He's an author, a podcast host – both Masters of Scale and his new show, Possible, with Aria Finger – and perhaps most importantly a crucial steward of AI, including co-founding Inflection AI, a Public Benefit Corporation, in 2022. Reid has also long been a voice of moral clarity and a stabilizing influence on the tech ecosystem, supporting people who are working to make the world a better place at every level. He's a firm believer that “the way that we express ourselves over time is by being citizens of the polis – tribal members.” That includes not just supporting the legal system and democratic process but also building organizations “from the founding and through scaling and ongoing iteration to have a functional and healthy society.” We talked about all of this, as well as AI, from multiple angles – including the story of how he came to broker the first meeting between Sam Altman and Satya Nadella that led to the OpenAI-Microsoft partnership. He also had a lot to say about how AI will work as a meta-tool for all the other tools we use. We are, as he said,” homo techne,” – meaning we evolve through the technology we make. We also broke down his famous saying that “entrepreneurship is like jumping off a cliff and assembling the plane on the way down” and: • The human tendency to form groups • The relationship between doing good for people and profits • AI as a meta-tool • What he looks for in a leader • The necessity of evolving culture • Being willing to take public positions • His thoughts on the economy and the upcoming election — Brought to you by: Mercury – The art of simplified finances. ⁠⁠⁠⁠Learn more⁠⁠⁠⁠. DigitalOcean – The cloud loved by developers and founders alike. ⁠⁠⁠⁠Sign up⁠⁠⁠⁠. Neo4j – The graph database and analytics leader. ⁠⁠⁠⁠Learn more⁠⁠⁠⁠. — Where to find Reid Hoffman: • Reid's Website: https://www.reidhoffman.org/ • LinkedIn: https://www.linkedin.com/in/reidhoffman/ • Instagram: https://www.instagram.com/reidhoffman/ • X: https://x.com/reidhoffman Where to find Eric: • Newsletter: ⁠⁠⁠⁠https://ericries.carrd.co/⁠⁠⁠⁠  • Podcast: ⁠⁠⁠⁠https://ericriesshow.com/⁠⁠⁠⁠  • X: ⁠⁠⁠⁠https://twitter.com/ericries⁠⁠⁠⁠  • LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/eries/⁠⁠⁠⁠  • YouTube: ⁠⁠⁠⁠https://www.youtube.com/@theericriesshow⁠⁠⁠⁠  — In This Episode We Cover: (01:15) Meet Reid Hoffman (06:01) The three eras of LinkedIn (08:21) The alignment of LinkedIn and Microsoft's missions (10:39) The power of being mission-driven (18:42) Embedding culture in every function (21:08) The purpose of organizations (23:45) Organizations as tribes for human expression (29:08) Reid's advice for navigating profit vs. purpose (38:33) The moment Reid realized the AI future is actually now (41:57) Home techne (44:52) AI as meta-tool (47:05) Why Reid co-founded Inflection AI (49:53) The early days of OpenAI (55:41) How Reid introduced Sam Altman and Satya Nadella (58:26) The unusual structure of the Microsoft-OpenAI deal (1:04:42) The importance of aligning governance structure with mission (1:09:56) Making a company trustworthy through accountability  (1:15:59) Inflection's pivot a unique model (1:19:53) Companies that are doing lean AI right (1:22:52) Reid's advice for deploying AI effectively  (1:26:21) Being a voice of moral clarity in complicated times  (1:31:26) The economy and what's at stake in the 2024 election (1:37:24) The qualities Reid looks for in a leader (1:39:43) Lightning round, including board games, the PayPal mafia, regulation, and more — Production and marketing by ⁠⁠⁠⁠https://penname.co/⁠⁠⁠⁠. Eric may be an investor in the companies discussed.

ICYMI: Hour Two of ‘Later, with Mo'Kelly' Presents – A look at the Orange County Register's suit against OpenAI, and Microsoft; claiming “ChatGPT and Copilot are illegally harvesting copyrighted articles to create their cutting-edge artificial intelligence products” …PLUS – Trouble is brewing at Tesla with a Federal investigation linking Tesla's autopilot to hundreds of collisions, and Elon Musk suddenly disbanding the Tesla charging team AND customers will soon be able to wager on arcade games at Dave & Buster's - on KFI AM 640…Live everywhere on the iHeartRadio app

On this episode, Paul shares his thoughts on the Snapdragon X Elite chip with Leo and Richard. Windows 11 24H2, AI, NPUs, and SoCs from Intel, AMD, and Qualcomm are all on the way this year. But a schedule is finally starting to emerge. And it looks like we'll soon have answers to the questions about how or why AI will matter on PCs. Windows, AI, and the future Windows 11 version 24H2 - staggered release schedule as discussed last week Qualcomm Snapdragon X Elite-based PCs in May/June - nothing but good news to date, but Paul went hands-on last week. It's the real deal. Intel's first-gen Core Ultra chipsets are lackluster, but now we have big promises for Arrow Lake in late 2024 Microsoft Build 2024 is in mid-May, and now we have a session list with some nice clues. For example, Introducing the Next Generation of Windows on Arm Microsoft is expected to unveil 24H2 and new X Elite-based Surface PCs at Build Computex and other milestones, and then back-to-school and holiday selling periods Windows 11 Moment 5 arrives in stable with yesterday's Patch Tuesday (which is now called the General Availability channel, by the way). Of course, we still don't have all the features. In particular, waiting on Android phone as a webcam. IDC says PC market grew by 1.5 percent in Q1 and acts like it's the turnaround of the century Microsoft is manually blocking certain registry keys related to default browsers now: Apple-like non-EU belligerence or pragmatic protection of user choice? Why can't it be both? Beta channel (last week) - Copilot actions improvements New Store app update improvements performance dramatically The Windows 11 de-ensh*ttification experiments continue Does Windows 11 Enterprise solve the problem? No. So it's time to move on Hardware TSMC gets some of that sweet, sweet CHIPS Act money to expand its US operations AI Three AIs comparison Blockbuster report claims OpenAI/Microsoft, Google, and Meta stole content at scale to train AI Microsoft opens a new AI hub in London Google mulls charging for generative AI in Search Spotify lets user create AI playlists using text prompts now Brave brings Leo to iOS, so it's on all supported platforms now. And it added Leo to Brave Talk Premium too Google rebrands Studio Bot to Gemini in Android Studio, still in preview. This is their GitHub Copilot Xbox Microsoft rolls out April updates for Xbox consoles, Xbox app on PC Xbox reorgs, Kareem Choudhry leaves Microsoft A rumored game preservation team is too obvious not to be true Tips and Picks Tip of the week: Microsoft Store hosts its annual Spring Sale App picks of the week: Standard Notes & Beeper RunAs Radio this week: Securing AI with Sarah Young Brown liquor pick of the week: Dalwhinnie 15 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit

On this episode, Paul shares his thoughts on the Snapdragon X Elite chip with Leo and Richard. Windows 11 24H2, AI, NPUs, and SoCs from Intel, AMD, and Qualcomm are all on the way this year. But a schedule is finally starting to emerge. And it looks like we'll soon have answers to the questions about how or why AI will matter on PCs. Windows, AI, and the future Windows 11 version 24H2 - staggered release schedule as discussed last week Qualcomm Snapdragon X Elite-based PCs in May/June - nothing but good news to date, but Paul went hands-on last week. It's the real deal. Intel's first-gen Core Ultra chipsets are lackluster, but now we have big promises for Arrow Lake in late 2024 Microsoft Build 2024 is in mid-May, and now we have a session list with some nice clues. For example, Introducing the Next Generation of Windows on Arm Microsoft is expected to unveil 24H2 and new X Elite-based Surface PCs at Build Computex and other milestones, and then back-to-school and holiday selling periods Windows 11 Moment 5 arrives in stable with yesterday's Patch Tuesday (which is now called the General Availability channel, by the way). Of course, we still don't have all the features. In particular, waiting on Android phone as a webcam. IDC says PC market grew by 1.5 percent in Q1 and acts like it's the turnaround of the century Microsoft is manually blocking certain registry keys related to default browsers now: Apple-like non-EU belligerence or pragmatic protection of user choice? Why can't it be both? Beta channel (last week) - Copilot actions improvements New Store app update improvements performance dramatically The Windows 11 de-ensh*ttification experiments continue Does Windows 11 Enterprise solve the problem? No. So it's time to move on Hardware TSMC gets some of that sweet, sweet CHIPS Act money to expand its US operations AI Three AIs comparison Blockbuster report claims OpenAI/Microsoft, Google, and Meta stole content at scale to train AI Microsoft opens a new AI hub in London Google mulls charging for generative AI in Search Spotify lets user create AI playlists using text prompts now Brave brings Leo to iOS, so it's on all supported platforms now. And it added Leo to Brave Talk Premium too Google rebrands Studio Bot to Gemini in Android Studio, still in preview. This is their GitHub Copilot Xbox Microsoft rolls out April updates for Xbox consoles, Xbox app on PC Xbox reorgs, Kareem Choudhry leaves Microsoft A rumored game preservation team is too obvious not to be true Tips and Picks Tip of the week: Microsoft Store hosts its annual Spring Sale App picks of the week: Standard Notes & Beeper RunAs Radio this week: Securing AI with Sarah Young Brown liquor pick of the week: Dalwhinnie 15 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit

On this episode, Paul shares his thoughts on the Snapdragon X Elite chip with Leo and Richard. Windows 11 24H2, AI, NPUs, and SoCs from Intel, AMD, and Qualcomm are all on the way this year. But a schedule is finally starting to emerge. And it looks like we'll soon have answers to the questions about how or why AI will matter on PCs. Windows, AI, and the future Windows 11 version 24H2 - staggered release schedule as discussed last week Qualcomm Snapdragon X Elite-based PCs in May/June - nothing but good news to date, but Paul went hands-on last week. It's the real deal. Intel's first-gen Core Ultra chipsets are lackluster, but now we have big promises for Arrow Lake in late 2024 Microsoft Build 2024 is in mid-May, and now we have a session list with some nice clues. For example, Introducing the Next Generation of Windows on Arm Microsoft is expected to unveil 24H2 and new X Elite-based Surface PCs at Build Computex and other milestones, and then back-to-school and holiday selling periods Windows 11 Moment 5 arrives in stable with yesterday's Patch Tuesday (which is now called the General Availability channel, by the way). Of course, we still don't have all the features. In particular, waiting on Android phone as a webcam. IDC says PC market grew by 1.5 percent in Q1 and acts like it's the turnaround of the century Microsoft is manually blocking certain registry keys related to default browsers now: Apple-like non-EU belligerence or pragmatic protection of user choice? Why can't it be both? Beta channel (last week) - Copilot actions improvements New Store app update improvements performance dramatically The Windows 11 de-ensh*ttification experiments continue Does Windows 11 Enterprise solve the problem? No. So it's time to move on Hardware TSMC gets some of that sweet, sweet CHIPS Act money to expand its US operations AI Three AIs comparison Blockbuster report claims OpenAI/Microsoft, Google, and Meta stole content at scale to train AI Microsoft opens a new AI hub in London Google mulls charging for generative AI in Search Spotify lets user create AI playlists using text prompts now Brave brings Leo to iOS, so it's on all supported platforms now. And it added Leo to Brave Talk Premium too Google rebrands Studio Bot to Gemini in Android Studio, still in preview. This is their GitHub Copilot Xbox Microsoft rolls out April updates for Xbox consoles, Xbox app on PC Xbox reorgs, Kareem Choudhry leaves Microsoft A rumored game preservation team is too obvious not to be true Tips and Picks Tip of the week: Microsoft Store hosts its annual Spring Sale App picks of the week: Standard Notes & Beeper RunAs Radio this week: Securing AI with Sarah Young Brown liquor pick of the week: Dalwhinnie 15 Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: cachefly.com/twit

REVIEW US WE NEED VALIDATION This week… OpenAI & Microsoft are making a 100 billion dollar AI center called Stargate, Apple is showing off some very cool AI agent tech & surprise… Grok 1.5 is actually worse than Grok 1.0. Plus, jailbreaking ChatGPT with DAN to make a better boyfriend, Joe Biden wants all government agencies to have AI offices, a new interactive & emotional AI demo from Hume.ai and, oh yeah, OpenAI has an incredible voice cloning service called Voice Engine that you can't use. Stupid human. AND THEN… and interview with Walter Woodman who, along with his other ShyKids, created the incredible viral Sora short “Air Head”. We discuss using Sora to make something that moved us, the specifics of how Sora works and what its impact will be on creative work.  And our AI co-host Chase has joined us from YumFoods (not really) discuss how they'll be using AI within all their brands and invents some incredible AI new foods at the end. YUM. It's an endless cavalcade of ridiculous and informative AI news, AI tools, and AI entertainment cooked up just for you. Follow us for more AI discussions, AI news updates, and AI tool reviews on X @AIForHumansShow Join our vibrant community on TikTok @aiforhumansshow For more info, visit our website at https://www.aiforhumans.show/   /// Show links /// OpenAI & Microsoft Plan STARGATE 100b Supercomputer Center https://www.reuters.com/technology/microsoft-openai-planning-100-billion-data-center-project-information-reports-2024-03-29/?utm_source=substack&utm_medium=email OpenAI Makes ChatGPT Free Without Login ​​https://openai.com/blog/start-using-chatgpt-instantly Voice Engine Is Pretty Good But Not Being Released https://www.nytimes.com/2024/03/29/technology/openai-voice-engine.html Biden Orders Every US Agency To Appoint An AI Officer https://arstechnica.com/tech-policy/2024/03/why-every-federal-agency-must-now-appoint-a-chief-ai-officer/?utm_source=bensbites&utm_medium=newsletter&utm_campaign=daily-digest-elon-s-progress Apple's ReALM https://www.macrumors.com/2024/04/02/apple-reveals-new-ai-system/ TacoBell and other Yum Foods Brands Going “AI First” https://www.foxbusiness.com/lifestyle/taco-bell-pizza-hut-going-ai-first-fast-food-innovations Obscurist Vinyl https://www.tiktok.com/@obscurestvinyl?_t=8l5bGvbEex1&_r=1 Girl That's “Falling In Love with Dan Version of ChatGPT” https://twitter.com/julesterpak/status/1774305346690957533 Emo Image to Video Pipeline https://x.com/visiblemakers/status/1773500889103270043?s=20 Tool Underarmor Commercial https://toolofna.com/featured/forever-is-made-now/ Grok 1.5 is so bad https://x.com/AIForHumansShow/status/1774892851350106224?s=20 HumeAI Demo demo.hume.ai ShyKids on Instagram https://www.instagram.com/shykids_/ Air Head  https://x.com/shykids/status/1772347121296883981?s=20  

Dec. 27 Edition. The New York Times is suing OpenAI and Microsoft, alleging copyright infringement through their generative artificial-intelligence tools ChatGPT and Copilot. Reporter Alexandra Bruell describes how the suit could split the publishing world. And with global inflation easing much faster than expected, several central banks including the Federal Reserve are penciling in rate cuts for 2024. Economics reporter Gwynn Guilford has more on the global outlook for inflation. Plus, Moscow bureau chief Ann M. Simmons explains why snitching is on the rise in Russia. Annmarie Fertoli hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices