I wrote about why Anthropic’s IPO is a defining moment for Wall Street and the AI business model https://www.bloomberg.com/news/articles/2...

We went through the entire 94 pages of Anthropic's risk factors so you don't have to with @rachelmetz gift link: https://www.bloomberg.co...

busy morning! https://www.bloomberg.com/news/articles/2026-10-26/anthropic-ipo-s-1-filing-offers-first-look-at-claude-maker-s-finances

Dario is known to post on long essays/debate threads internally on Slack. This kind response is unusual by normal CEO comms standards (espec...

For my newsletter this week: Wrote about how despite the recent calls for an industry-wide slowdown, so far, the race to build the most pow...

Scoop from @dinabass this AM on the latest leadership shakeup to OpenAI’s compute team https://twitter.com/dinabass/status/2110396767766471...

OpenAI says an employee planted a surreptitious "sophisticated recording device" inside its offices The employee, who has been arrested and...

For those making sense of all the AI math results: Really recommend reading the newsletter this week w/ mathematician @ProfNoahGian about wh...

can't stop reading mathematicians' mixed reactions to OAI solving ~400 open problems yesterday, such as one below "as an early-career mathe...

Jacob Coxon and other former AI employees who have raised alarm on safety testified before NY City Council today. https://www.bloomberg.com...

New details on OpenAI's round: company is in talks w/ UAE funds including MGX to anchor its round. Blackrock also in talks to participate, p...

NEW: Anthropic investor day invites have gone out for October 14th at HQ in San Francisco, putting the company on track for an IPO in Novemb...

Agreement signed by AI companies today after President Trump’s mtg w/ Dario Amodei, Greg Brockman, Mark Zuckerberg, Elon Musk, others. POTUS...

At OpenAI dev day press conf this AM, Sam Altman asked on recent hacks, says company putting more resources twd safety and alignment, would ...

NEW details on OpenAI’s forthcoming financing round: in talks to raise around $30b at a $1.4 trillion pre-money valuation, could serve as a...

NEW details on OpenAI’s forthcoming financing round w/ @nmasc_ @EdLudlow https://www.bloomberg.com/news/articles/2026-09-29/openai-targets...

Reporting from OpenAI Dev Day today in SF. This is a first in my three years covering the event: group of protesters outside, signs reading ...

Full interview w/ @mustafasuleyman is now up. We talked about the recent wave of alarming hacks, why it's a "dangerous path" to teach AI tha...

NEW: I talked to Microsoft's @mustafasuleyman about all the recent AI hacks, why he thinks Anthropic's approach to model welfare is "dangero...

Australian PM Anthony Albanese said an OpenAI agent hacked a government website, and took three months to alert the gov't about the breach....