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Jon Keegan
Posts
Microsoft: We have spent over $100 billion on OpenAI deal
A Microsoft executive revealed in testimony that the company had spent over $100 billion on its partnership with OpenAI.
Anthropic in talks for funding at a valuation as high as $950 billion, which would make it bigger than OpenAI
An improbable, parabolic rise in valuation has rocketed Anthropic past the presumed leader, OpenAI.
OpenAI employees are cashing out their shares, dozens making $30 million each
The company allowed employees to sell up to $30 million of their shares in a pre-IPO tender offer.
Emails show Microsoft wasn’t impressed by OpenAI’s early work, but wanted to keep it from Amazon
OpenAI wanted further Azure computing discounts, but Microsoft didn’t think it was on the verge of a breakthrough.
OpenAI’s President Greg Brockman wanted a billion dollars, now his stake is worth $30 billion
A dispatch from the Musk v. Altman trial, as unflattering details from Brockman’s personal journal emerge.
Tim Cook: Popular Mac mini and Mac Studio will be constrained for “several months”
Apple’s steady effort to optimize its hardware for AI is making the Mac mini and Mac Studio popular with OpenClaw users.
White House said to oppose Anthropic’s plan to expand Mythos access to more companies
Reports of the closely held model say it has powerful offensive and defensive cyber capabilities. Currently about 50 organizations are previewing and testing the model.
Microsoft’s capex outlay this year would be enough to buy every outstanding share of Disney
CFO Amy Hood said on last night’s earnings call that the company will spend $190 billion on capex in 2026.
Microsoft beats on revenue and earnings in Q3, but only meets expectations for cloud growth
Microsoft released its third-quarter earnings on Wednesday.
What to look for in Microsoft’s Q3 earnings report today
Like its peers, the company’s cloud business and capital expenditure will be scrutinized.