OpenAI needs a 26x revenue increase to justify its buildoutBBoing Boing - A Directory of Mostly Wonderful Things [Unofficia…·May 25·1 min readPostAIbubblecapex
The agent surface narrowsOpenAI is pulling ChatGPT, Codex, and the API into one product motion while Anthropic pushes Claude through services firms and enterprise functions.Sensemaker·May 18·8 min readFollowdaily-briefopenaianthropicagents
The price of renting distributionOpenAI is paying private equity twice the going rate to deploy AI inside their portfolios. The premium is the story.Sensemaker·May 12·3 min readFollowdaily-briefopenaianthropicdeployment
