Analysis
Opinion, explainers and guides from people worth reading.
OpenAI’s revenue is reportedly $20 billion less than previously projected
It had previously been reported that the AI lab's annualized revenue was some $70 billion, but a new report claims it's a whole lot less than that.
What's up with google scholar citations ? [D]
These papers have been there for months, but Google Scholar still has not updated its citations, and it has occurred before, but I ignored it and thought it was a one-time error.
Atlassian and OpenAI expand partnership to turn enterprise knowledge into action
Atlassian and OpenAI are expanding their partnership to connect frontier models with enterprise knowledge and help teams plan, build, and deliver work.
AMD Reportedly Raises GDDR6 Prices for Board Partners
Is an AMD price incoming as well?
OpenAI revenue falls short, models play hopscotch and Trump cracks down on tech green cards
OpenAI told investors this week that it actually had $18 billion less revenue than the $68 [...]
[AINews] TypeSafe/Jev at >$100M ARR, $7.5B valuation 3 weeks after launch
As you can see in the AINews X recap section below, everyone on earth has cloned the Jev API, but only one company can ever create the category.
Building AI builders: Playbook for closing the AI knowledge-capability gap
The biggest barrier to AI adoption isn’t awareness.
🔮 AI & Math 2.0, Pakistan’s solar hedge & who controls computing++
“I’ve worked in the tech industry for the last 10 years, and Exponential View has guided me and helped me think much larger than I otherwise would have.” — Nicky B., a paying member
6 Guidelines for Governing AI
Today I lead enterprise AI transformation at Lowe’s, the Fortune 100 home improvement retailer.
We're going to need default hard budget caps on pretty much everything
Here's a product feature which the world is going to need a whole lot more of over the coming months and years: default hard budget caps.
Show HN: OpenChart – OSS TradingView alternative with your own AI agent
Hi HN, I'm Weilun, cofounder of OpenChart.
VideoOpenAI Security: Controlling Models is Now ‘Hell’
A cracked cipher, an OpenAI security warning, Gemini 4 Argon, RSI paper (co-authored by a who’s who of AI), Lab White House commitments, new hacks emerging, ‘deep personas’, biology Kasparov competitions, and so much more, ending with an epic Opus outro.
What do you want from AI?
We’re launching a new study using Anthropic Interviewer to learn from your experiences with AI, and we’d like you to participate.
Amazon’s $1B plan to combat data center backlash draws more backlash
On Friday, Amazon committed to donating more than $1 billion over the next five years to communities neighboring data centers.
AI is getting cheaper faster than any other transformative technology
Because that’s how fast AI is getting cheaper.
ChinAI #376: Around the Horn (27th episode)
...As always, the searchable archive of all past issues is here.
The Agent Said It Was Done. The Database Disagreed.
Figure 1: ThinkingBox runs an agent against isolated MCP tool sessions, then grades the terminal backend state and side effects it leaves behind.
Refs
Give Claude better references for your videos
One year in: How Microsoft Research Asia – Singapore is advancing research, partnership and talent for real-world impact
On July 24, 2025, Microsoft Research Asia – Singapore (MSRA – Singapore) opened its doors as Microsoft’s first research lab in Southeast Asia.
The Era of Personal Super-Intelligent Agents
Meta Muse is now the SOTA in Personal AI agents.
Inside Elon Musk’s Midterm Spending Spree
This week on “Uncanny Valley,” we discuss where Elon Musk’s PAC is spending millions, the latest ideology Trump claims is dangerous, and the backlash against the designer behind Muse’s logo.
Google Beam expands with new regions, partners, and customers
We’re expanding Google Beam to five new countries, and partnering with Industrious for an extended network.
Pay Per Use: when AI uses your work, you should get paid
AI answer engines read a publisher’s page and hand the reader a summary, so the visit, and the revenue that would come with it, never happens.
How Jump Trading is scaling quant research with ChatGPT
Jump Trading uses OpenAI to expand quantitative research.
SLM community telenovela: what do you guys think about this arguement?
If there is something I like about the indie SLM community is there is always some drama every week about something.
Inside-Out AI: Rebuilding Airbnb Behind the Scenes and Across the Guest Experience
Prior to joining Airbnb as CTO in January, Ahmad Al-Dahle was head of generative AI at Meta and led the launch of its open source Llama models over 2023-2025.
[Subscriber Exclusive] NYC Subscriber Meetups!
If you’re seeing this you’re part of our very very light subscription/paid tier, and we genuinely appreciate you: your donations have funded our production process indefinitely and it is my sincere i...
48 hours to TechCrunch Disrupt 2026 — hear directly from the people building what’s next
Less than 48 hours, TechCrunch Disrupt 2026 starts in San Francisco’s Moscone West.
How Albertsons Companies is reimagining retail from the inside out
Albertsons Cos. is using ChatGPT Enterprise and the OpenAI API to help teams work faster and make grocery shopping easier for millions of customers.
🚨 The first existential IPO
Anthropic seems set to go public first, and yesterday Reuters got hold of a copy of its IPO prospectus, the S-1.
3 days to TechCrunch Disrupt 2026: Meet the startups before they hit mainstream
TechCrunch Disrupt 2026 takes place October 13-15 in San Francisco.
Be careful fam - New RTX 4090 fakes hit the market, with GPUs and memory almost indistinguishable from real chips
Be careful out there of deals now.
Helping small businesses put AI to work
OpenAI is partnering with America’s SBDC to expand hands-on AI training and local support for small businesses, alongside a new report on how small teams are using AI.
Pretend you’re sitting at Elizabeth Holmes’ desk on this weirdly detailed website
Elizabeth Holmes trial, Extend engineer Bo Lau created a website that simulates what it might have been like to rifle through the Theranos founder's desk.
Tristan Harris’ Tech Nonprofit Is Laying Off Most Staff and Going ‘Founder-Led’
The Center for Humane Technology helped spark a movement against excessive screen time, but internal tensions over its direction and strategy have simmered for years, sources tell WIRED.
McKinsey connects enterprise data through a knowledge graph for AI
The knowledge graph can give enterprise AI applications context by connecting data with the business relationships needed to support decisions.
Show HN: Strata – an expressive semantic layer that can say no to your LLM
Hello HN, I'm Ajo and I built Strata.
Co-creating the future of fashion with Google
Google worked side-by-side with designers Jane Wade and Sergio Hudson to custom-design Google Flow tools to prep for NYFW.
Watch astronaut Christina Koch and Google’s James Manyika discuss space, technology, and discovery.
Christina Koch sits down with James Manyika, Google’s Senior Vice President of Research, Labs, Technology & Society.