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.
Discover the latest AI insights on Implicator.AI! Explore articles on AI's influence, tech giants' AI investments & more. Read now!
ASML fills an 18-month CTO vacancy as the chip monopoly races to expand Eindhoven capacity, deploy AI tools, and navigate China export bans—while every AI model depends on machines only it can make. Succession meets systemic risk.
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.
Sam Altman laid out OpenAI's plan: one AI assistant that follows users everywhere, backed by a trillion-dollar compute buildout. The vision is coherent. The execution surface is vast, spanning chips, power, and partner risk across simultaneous bets.
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.
Google launches three security tools to automate defense against AI-accelerated attacks: an agent that patches code, a unified bug bounty, and guardrails for autonomous systems. The bet is that automation can flip the security balance. Execution will tell.
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.
Anthropic's 470,000-employee Deloitte deal isn't a software contract—it's a distribution machine. By embedding Claude inside a Big Four consultancy, Anthropic gains reach into 90% of Fortune 500 boardrooms while Deloitte builds billable AI expertise.
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.
Mercor's new benchmark tested AI on real work from Goldman Sachs, McKinsey, and top law firms. GPT-5 scored 64%—impressive on paper, but not enough for autonomous operation. The gap between 'helpful sometimes' and 'production-ready' remains wide.
OpenAI employees sold $6.6 billion at a $500 billion valuation—but left $3.4 billion authorized shares unsold. The company calls it confidence. It could be caution about a restructuring still awaiting regulatory approval while burning $2.5B per half.
OpenAI's new Sora 2 app hit #1 in 24 hours—flooded with copyrighted characters and deepfakes. The company's inverting copyright norms: rightsholders must opt out, not opt in. Disney did. Most didn't. Now the legal questions multiply.
Get the 5-minute Silicon Valley AI briefing, every weekday morning — free.
