OpenAI raises $122 billion to build a compute moat
OpenAI’s $122 billion round is a bid to lock in compute, push ChatGPT deeper into work, and make Codex the enterprise wedge of one big AI superapp.
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OpenAI’s $122 billion round is a bid to lock in compute, push ChatGPT deeper into work, and make Codex the enterprise wedge of one big AI superapp.
OpenAI didn't just add another Codex feature. It shipped a first-party Claude Code plugin, chasing developers in the terminal workflow they already use.
OpenAI's new Safety Bug Bounty matters because it pays for prompt injection, data exfiltration, and MCP-era agent abuse that classic bug bounties miss.
OpenAI’s latest ChatGPT shopping update looks like a feature expansion, but the real move is a retreat from native checkout toward comparison, discovery, and merchant-owned conversion.
OpenAI did not just shut down Sora. The move appears to have killed Disney's planned partnership too, turning a product exit into a much bigger strategy story.
OpenAI says goodbye to the Sora app, but its own FAQ, release notes, and video docs still show Sora 2 alive. Here is what is actually shutting down.
I think Google, OpenAI, and Meta are all moving past chatbot answers toward AI systems with context, tools, and permissioned actions that actually do work.
I read OpenAI's Astral deal as a workflow move, not a trophy move. Codex gets closer to the Python checkpoints developers already trust every day.
I read OpenAI's agent stack as a workflow-capture move: agents, evals, tracing, and managed tools pull developers into one increasingly sticky loop.