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Exclusive

Amazon Weighs ‘Hybrid Mode’ AI Searches on Retail Site

By Catherine Perloff · May 5, 2026 6:00am PDT
Amazon has so far kept its Rufus AI shopping assistant largely separate from its main commerce search bar. But the retail giant is leaving the door open to adding AI commentary to search results, bringing browsing and researching more seamlessly into the buying process. That includes hybrid modes, such as Amazon showing a conversational blurb... Amazon has so far kept its Rufus AI shopping assistant largely separate from its main commerce...
OpenAI CFO Sarah Friar. Lauren Justice/Bloomberg/Getty Images.
The Briefing

OpenAI's Wall Street Disconnect

By Martin Peers · Apr 28, 2026 5:00pm PDT
Talk about out of touch with reality. Investors slammed the tech sector on Tuesday, spurred in part by a Wall Street Journal report that OpenAI had missed some internal revenue projections. Among the biggest to take a hit were two cloud firms that depend heavily on OpenAI for business: Oracle and CoreWeave, whose stocks fell 4% and 5.8%,... Talk about out of touch with reality. Investors slammed the tech sector on Tuesday, spurred in...
OpenAI CEO Sam Altman. Photo by Getty.
Exclusive

OpenAI Sees $8 ChatGPT Driving Consumer Subscribers to 122 Million This Year

By Sri Muppidi · Apr 28, 2026 2:56pm PDT · 6 comments
For three years, OpenAI has generated most of its revenue from people paying $20 a month for subscriptions to ChatGPT. This year, it is forecasting a massive shift, expecting a cheaper, ad-supported tier will both draw new users and cause tens of millions of its paying subscribers to downgrade, according to previously undisclosed projections. ... For three years, OpenAI has generated most of its revenue from people paying $20 a month for...