A Call for Strategic Compute Capacity
A strategic reserve for the AI Age
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The AI Lift for New Businesses
AI is making it easier to start and test out small firms
Building A Stronger AI Safety Authority
CAISI has the makings of a world-first safety agency
OpenAI x Microsoft
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Unpacking an OpenAI IPO
Venture investing and retail stock investing are two very different things. Venture investors, depending on the stage, look at a lot of factors that are not specific to the economics of the underlying business. Early stage venture investors like us look at the founder and whether we think they both have a vision worth backing and whether they have the a…
Joe Berg
•
Jun 2
Great article. As a retail investor (that wishes he had pre-IPO access), this (and the Anthropic) IPO feel like wait and see plays. Let the stocks pop, give the market a few quarters to digest earnings reports, let lockups expire and consider buying if/when valuations align closer to the underlying financials of these businesses. That or consider buying an ETF (or ETFs) that track the broader market and adjacent technologies.
Who's afraid of OpenAI?
What's Up Tech? #272
🍦 OpenAI Launches "Codex Sites"
openai turned codex into a hosted prompt-to-app builder on cloudflare workers, anthropic shipped opus 4.8 and ipo, while microsoft revealed its own mai model family
hey everyone, foma ice cream guy is back with some more ai news, and this week im tired of writing the intros. so here are the top stories.
OpenAI is building a superapp
🎬 Clipping content is now ridiculously easy, OpenAI and policymakers are exploring a different ownership model, and more!
Hey There😎
OpenAI is building a superapp
Let’s get straight to what matters in AI. Today we have:
Hi, I’m Ara. Welcome to AI with Ara, a growing community for curious minds, builders, and professionals who want practical AI insights without the noise.
Intelligence as a Utility
And, why we’re endorsing the Kids Online Safety Act
Really glad to see the workshop open and provide people with in-person education. Do you all plan to expand these workshops to more locations and service more communities? Is there a way to pair education offerings with communities just now receiving broadband access so they don’t get further left behind by this technology revolution?
OpenAI IPO Buzz Shakes Tech Stocks
Your daily bite of business & market news 🗞️
🗞️ OpenAI’s IPO Filing Sparks Fresh Tech Jitters
How OpenAI Built Its Data Agent
GitLab Transcend is next week. Built for engineers. Free to attend. Don’t miss it. (Sponsored)
The "vanilla agent, rich foundation" framing is the part more teams need to hear. Everyone wants to copy the architecture but the real moat is the unified monorepo, annotated tables, and ranking retrieval by trusted queries rather than dumping every historical query in.
Loved it! Thanks
OpenAI Offers A New Policy Blueprint
Right after a new Executive Order seems like an excellent time to offer OpenAI’s new document: Democratic Governance of Frontier AI: A Blueprint For A Federal Framework.
The timing isn't incidental, it's the strategy. Dropping a "federal framework" blueprint the same week as the EO is how you convert a moment of regulatory motion into preemption: one federal standard you helped write beats fifty state bills you can't control. The RSI language does double duty, sounding like safety while quietly arguing that only the incumbent labs are equipped to be at the table. Worth asking who the blueprint excludes more than what it includes.
Another risk I see is AI labs training their models to underperform in benchmarks that could cancel their release
The Edu Prompt by OpenAI Education
A field guide for learning, teaching, and building with AI.
Issue 1: June 2, 2026
Useful resource.
But one thing education will eventually have to separate is:
Prompt quality ≠ learning quality.
A student can write an excellent prompt and still not understand the subject.
The next challenge is not only teaching students how to get better AI outputs.
It's helping them verify, explain, apply, and defend what they learned from those outputs.
That is where real understanding starts.
thank you i want more
Last Week in AI #341 - Musk loses to OpenAI, Google's IO updates, OpenAI solves Erdős
Elon Musk Loses $150 Billion Suit Against OpenAI and Sam Altman, Google updates its Gemini app to take on ChatGPT and Claude at IO 2026, and more!
Top News
Anthropic did not call for a pause on AI
And neither did OpenAI.
Last week, the AI company Anthropic released a blog post titled “When AI builds itself”. This led to a media frenzy, with news outlets around the world publishing headlines that the company was urging a global pause on AI development, or calling for
We want AI shut down completely
Thank you for this comprehensive view into the tactics of these AI companies. Here is where European nations can lead the world to reject AI Superintelligence development. Somebody's got to lead and the MAGA US is too enamored with raw power to place any controls on these companies. From your article I am much more aware of these companies' strategies for deflection, empty promises, faux concern while continuing on their one big mission.
How to Use Codex Like an OpenAI PM | Abhi Muchhal, PM OpenAI (ex-Meta and Nubank)
How an international growth PM at OpenAI runs his entire workday inside Codex, from dashboards to daily automations to prototypes. PLUS: How to Break into OpenAI
Step into the frontier of quantum discoveries. Join our community advancing boundary-conditioned ZPF research—subscribe to support the mission and stay connected.
OpenAI Super App: Old wine, New bottle
The super app is the oldest trick in the technology playbook. OpenAI is staking its IPO valuation on AI to make it work.
OpenAI Inc. is said to be planning the biggest overhaul of ChatGPT since the chatbot burst onto the scene in November 2022. According to Financial Times, the company aims to transform ChatGPT into a “super app” that integrates AI agents, coding tools and third-party services.
Anthropic Raises $65B at $965B, Passing OpenAI
A summary of the interesting content that I consumed this past week…
What I Read This Week: a summary of the content that I consumed this past week…
Sitting on my toilet and just took a big #Chamath. Dude, next article, can you tell us the art of how one moves from tech dork to trying to be cool? Once a tool, always a tool. What SPAQ are you going to pawn off on us or what pedophile grifter are you going to kiss up too to serve the interests of your big ass Indian nose. Who is uglier? You or eyeballs Patel?
Now the question is, as someone who only owns index funds but has been using AI for years , and came to the conclusion that Claude is far better than anything else, should I buy shares?
Special Article: SpaceX, OpenAI, and Anthropic IPOs
Analyzing upcoming IPOs, whether their valuations are attractive, and the implications for global markets.
This is not our typical article, but the subject was too interesting to pass up.
Excellent analysis. For fundamental investors with a 5-to-10-year horizon, how should we weigh the opportunity set between US AI infrastructure and emerging market equities? Do you view AI as a centralizing force that further concentrates capital in the US or potentially as a catalyst that accelerates growth in regions like LatAm through localized adoption?"
"In space, there are no cooling costs."
It's impossible to take someone who writes this seriously. In space there is no conductive or convective cooling, only radiative, which is is very inefficient, and it certainly is not free. Any investment in SpaceX is obviously a "greater fool" trade. Good luck.
How to Do Your Job Better with Codex
OpenAI dropped Role Specific Plugins...
This past week OpenAI did something most AI news cycles glossed over, and I think it’s actually one of the more important product moves of 2026.
🔥🔥
'Reverse Federalism' for AI
Three states, one emerging standard
State-led AI regulation shaping national standards is a fascinating and important development to watch.
What the OpenAI/YC Deal Changes for Investors
Sam Altman’s “mic-drop moment” offer of $2M to an entire YC cohort has raised a number of questions across the early-stage investment industry.
interesting. the deepest point is that when every company in a batch gets the same token budget, the moat snaps back to founder quality and YC's selection filter
OpenAI, Anthropic, And The Return Of Mega-IPOs
Insights from the top exclusive startup ecosystem
Hey there! 👋🏽
OpenAI Supports Publishers Everywhere except the Balance Sheet
OpenAI came to WAN-IFRA's World News Media Congress with a polished defence of its publisher record. On what publishers get back, it had less to say.
The session had been billed as one of the most anticipated at the congress, and the shadow of the New York Times lawsuit, whose publisher, A.G. Sulzberger, had addressed the conference the previous d…
Another great piece. Thanks.
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