virtuosarmo

Gift link: https://giftarticle.ft.com/giftarticle/actions/redeem/f77156...

Apparently they overstated revenue in an attempt to try to provide a direct comparison with Anthropic's reported metrics.

From the article: "According to a person with knowledge of the matter, the discrepancy arose from attempts by OpenAI’s own investors to produce a direct comparison with Anthropic’s annualised revenues. The pair calculate the figure in different ways, with Anthropic including the revenue from sales via cloud partners such as AWS and Google Cloud, while OpenAI does not. Efforts to “gross up” OpenAI’s annualised revenue led to reports that the group’s annualised revenue had hit $40bn in August. The company has since told investors its revenues have grown more than 70 per cent, leading to the $70bn figure"

**sorry the gift link can only be viewed 3 times..

This seems like a way for them to surface ads in ChatGPT. They just came out with visual ad format option for advertisers a couple of days ago: https://openai.com/index/new-chatgpt-ads-format-and-measurem...

There has been growing interest in building agents that can interact with digital platforms to execute meaningful enterprise tasks autonomously. Among the approaches explored are tool-augmented agents built on abstractions such as Model Context Protocol (MCP) and web agents that operate through graphical interfaces. Yet, it remains unclear whether such complex agentic systems are necessary given their cost and operational overhead. We argue that a coding agent equipped only with a terminal and a filesystem can solve many enterprise tasks more effectively by interacting directly with platform APIs. We evaluate this hypothesis across diverse real-world systems and show that these low-level terminal agents match or outperform more complex agent architectures. Our findings suggest that simple programmatic interfaces, combined with strong foundation models, are sufficient for practical enterprise automation.

I've had better success finding information using Google Gemini vs. ChatGPT. I.e. someone mentions to me the name of someone or some company, but doesn't give the full details (i.e. Joe @ XYZ Company doing this, or this company with 10,000 people, in ABC industry)...sometimes i don't remember the full name. Gemini has been more effective for me in filling in the gaps and doing fuzzy search. I even asked ChatGPT why this was the case, and it affirmed my experience, saying that Gemini is better for these queries because of Search integration, Knowledge Graph, etc. Especially useful for recent role changes, which haven't been propagated through other channels on a widespread basis.

DENVER, CO – October 22, 2025 – Crusoe, the industry’s first vertically integrated AI infrastructure provider, today announced a groundbreaking partnership with Starcloud, the first company to build AI data centers in space, to become the first public cloud provider to run workloads in outer space. Under this agreement, Crusoe will deploy Crusoe Cloud on a Starcloud satellite scheduled to launch in late 2026. Crusoe plans to offer limited GPU capacity from space by early 2027, pioneering a new paradigm for AI factories.

Replit, the agentic software creation platform, today announced a strategic partnership with Microsoft that will empower organizations to bring software creation capabilities directly to business teams. The collaboration is a significant step in breaking down traditional barriers to application development by enabling employees across all departments - not just engineering - to build and deploy secure, enterprise-grade software using natural language.

As part of this collaboration, Replit is integrating with a wide range of Microsoft infrastructure services including Azure Container Apps, Azure Virtual Machines, and the Azure native integration of Neon Serverless Postgres, which will soon enable customers to:

Develop applications securely on Replit and deploy seamlessly to Microsoft Azure’s reliable infrastructure Purchase Replit directly via the Azure Marketplace, streamlining procurement and accelerating adoption across the organization. Among the first to evaluate Anthropic on Azure Databricks via the Mosaic AI gateway, Replit exemplifies how organizations can rapidly assess and operationalize cutting-edge AI models across Azure’s expansive ecosystem.

Ouch - did not realize it was $2 billion in revenue in 2022. They said earlier this week the business had declined to $300 million annually.

On their conference call tonight, Larry Ellison indicated Oracle will be building a dedicated data center for OpenAI to use for training, with 1 GW of power, and its own power plant and DLC. Stocked with newest NVIDIA chips.

I believe Shopify built their own app / website where you can search for products exclusively from Shopify merchants. https://shop.app/

At least you can argue the second derivative is getting better for tech...(i.e. we're going from layoffs to just salary freezes..)

According to an article in the Financial Times (gated), more than half the cuts would be coming in corporate functions (i.e. back office) and not client-facing roles (i.e. sales, delivery, dev, etc.). https://www.ft.com/content/346357fd-4fb5-4794-9706-807eaf767...

Resharing as Satya referenced this article in today's M365 gen-AI launch.

Perhaps the slowing in their PC and cloud sales is motivating to move faster on these initiatives.

Apparently they will have a livestream @ 4pm EST for developers https://www.youtube.com/watch?v=outcGtbnMuQ

Notable this announcement drops two days ahead of Microsoft's announcement tied to enhancing M365 with gen-AI https://news.microsoft.com/reinventing-productivity/

The war on suffering has not only robbed us of resilience. It has sold us a mirage that is making us miserable.

According to Fortune, the company lost a total of $545 million in 2022. They are projecting to grow revs to $200 million in 2023, and $1 billion in 2024. Some other items of interest as well in the article.

Microsoft recently signed a deal with the London Stock Exchange. They took a 4% stake in LSE (roughly $1.5B) and in exchange LSE signed a $2.8B minimum spend commit on Microsoft Cloud products (Azure, O365 primarily). If the OpenAI deal were structured similarly, could imply a $20B contract for Microsoft...

https://www.lseg.com/en/media-centre/press-releases/2022/lse...