OpenAI complained to EU regulators about Microsoft's anticompetitive conduct—despite Microsoft being its largest investor with $13 billion committed. The move signals OpenAI's shift from AI supplier to platform owner, using regulators as leverage.
Good Morning from San Francisco, Nineteen percent of high schoolers report romantic relationships with AI. Federal orders accelerate school adoption
Washington promotes AI in classrooms. New data shows 19% of high schoolers report romantic AI relationships, 42% use it for mental health support. The more schools deploy AI, the more students feel disconnected from teachers—and from reality.
Good Morning from San Francisco, Nineteen percent of high schoolers report romantic relationships with AI. Federal orders accelerate school adoption
Microsoft licenses Harvard Medical School content for Copilot health queries while training models to replace OpenAI's infrastructure. The healthcare play addresses a billion-download gap and builds switching costs where credibility trumps speed.
Germany blocked Chat Control, killing the Council majority needed for mandatory message scanning. The move preserves Europe's encryption advantage but leaves child safety policy unresolved—and exposes the continent's privacy-versus-sovereignty split.
Good Morning from San Francisco, Sam Altman promised one AI that follows you everywhere. The bill arrived. OpenAI signed $1
OpenAI signed $1 trillion in compute deals with Nvidia, AMD, and Oracle—obligations stretching to 2029 that dwarf its current revenue. The company burns $5B annually while chipmakers now hold equity and expect payment. The tab comes due by 2027.
FurtherAI closed $25M from Andreessen Horowitz six months after seed to automate insurance workflows—from submission intake to claims processing. The velocity signals a shift from AI pilots to production deployment, with early customers reporting measurable ROI.
Good Morning from San Francisco, OpenAI just opened ChatGPT to third-party apps this week. Canva, Spotify, and Zillow all launched
OpenAI opened ChatGPT to third-party apps that render inside conversations, built on an open standard but distributed through algorithms it controls. The trade: reach 800M users, lose funnel ownership. Platform economics arrive at chat.
OpenAI made Codex generally available with Slack integration, a developer SDK, and enterprise admin tools. It also opened ChatGPT to third-party apps and launched AgentKit. The headline is maturity. The strategy is lock-in through workflow embeds.
Good Morning from San Francisco, OpenAI just bought 6 gigawatts worth of AMD chips. They paid with equity warrants—up
OpenAI hands AMD a 10% equity stake in exchange for $60B+ in chips—the latest twist in a trillion-dollar infrastructure spree funded by the very suppliers providing the hardware. The circular financing model is either genius or unsustainable.
OpenAI flipped Sora's copyright policy from opt-out to opt-in within 72 hours of launch. The reversal—plus a new revenue-sharing model—reveals the collision between AI companies' burn rates, Hollywood's legal firepower, and the race to monetize generative video.
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