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OpenAI CEO Sam Altman. Nathan Posner/Anadolu via Getty Images.

What’s Behind OpenAI’s Hedged IPO Bet

By Martin Peers · Jun 9, 2026 5:00pm PDT

Can OpenAI do anything simply? Many companies, when publicly acknowledging the possibility of an IPO, emphasize that the final decision will depend in part on “market conditions.” That’s what OpenAI’s rival Anthropic did last week. But the ChatGPT firm chose to be more cryptic. Revealing its confidential IPO filing on Monday, OpenAI said it... Can OpenAI do anything simply? Many companies, when publicly acknowledging the possibility of an...

Andy Konwinski, co-founder of Databricks and Perplexity AI. Photo by Marc Fong

Billionaire Databricks and Perplexity Co-Founder Pitches AI Researchers to Not Work for Big Tech

By Laura Bratton · Jun 4, 2026 7:00am PDT · 2 comments

The billionaire co-founder of Databricks and Perplexity AI, Andy Konwinski, is singularly focused on plugging the years-long drain of talent from academia to Big Tech.He wants to encourage academics to focus on publishing more openly available research, a reaction to the move by frontier AI companies to reduce the amount of AI research they... The billionaire co-founder of Databricks and Perplexity AI, Andy Konwinski, is singularly focused...

Art by Clark Miller.

5 Ways Companies Keep AI Bills in Check

By Aaron Holmes and Laura Bratton · Jun 2, 2026 10:31am PDT

Snowflake CEO Sridhar Ramaswamy on Monday became the latest executive to voice concerns over rising AI costs.“Are we worried about how much we are spending on AI inference across our internal teams? Absolutely,” he told my colleague Laura during Snowflake’s annual conference in San Francisco. (Snowflake is a major customer of Anthropic, OpenAI... Snowflake CEO Sridhar Ramaswamy on Monday became the latest executive to voice concerns over...

Art by Mike Sullivan

Cognition Aims to Be the Switzerland of AI Agents with App Makeover

By Rocket Drew · Jun 2, 2026 7:01am PDT

Art by Mike Sullivan

Cognition Aims to Be the Switzerland of AI Agents with App Makeover

By Rocket Drew · Jun 2, 2026 7:01am PDT

AI coding startup Cognition is revamping its app to help users manage coding agents from many providers, executives told The Information. Cognition is betting that being a neutral platform will strengthen its hand in the increasingly competitive market for AI coding tools.The change, to be announced on Tuesday, involves the Windsurf application... AI coding startup Cognition is revamping its app to help users manage coding agents from many...

Benjamin Fanjoy/Bloomberg via Getty Images.

Google’s AI Fundraising; Anthropic’s IPO Option

By Martin Peers · Jun 1, 2026 5:01pm PDT

How is running an AI firm like running for Congress? In either case, you have to spend half your time raising money! Take Google’s surprising announcement on Monday afternoon that it plans to raise a total of $80 billion in equity “as part of its plan to fund investments” in AI. That’s in addition to the $85 billion it has already borrowed in... How is running an AI firm like running for Congress? In either case, you have to spend half your...

Sunday Insights

Why Forward Deployed Engineers Are the Rage

By Laura Bratton and Kevin McLaughlin · May 31, 2026 8:00am PDT · 4 comments

AI researchers may have the hottest job in tech, but forward-deployed engineers who put the AI to good use are becoming indispensable too. The military-inspired job title, which Palantir began using in the context of business software more than a decade ago, has spread to all corners of the industry. Last week, for instance, Meta formed a new... AI researchers may have the hottest job in tech, but forward-deployed engineers who put the AI to...

Art by Clark Miller; Getty Images

OpenAI’s Revenue Chief Barnstorms for Business Customers

By Sri Muppidi and Laura Bratton · May 30, 2026 6:00am PDT · 2 comments

Before former Slack CEO Denise Dresser joined OpenAI in December as its chief revenue officer, the company’s efforts to sell its products to business customers were sometimes clunky. Earlier in 2025, for example, the company had struck an agreement with Databricks, which would sell OpenAI products alongside the database software provider’s own... Before former Slack CEO Denise Dresser joined OpenAI in December as its chief revenue officer,...

Photo by Mario Tama/Getty Images.

Boomers, Beware of SpaceX Stock

By Anita Ramaswamy · May 28, 2026 4:59pm PDT

Photo by Mario Tama/Getty Images.

Boomers, Beware of SpaceX Stock

By Anita Ramaswamy · May 28, 2026 4:59pm PDT

Greetings! Anita here. It’s been a relatively slow week for SpaceX news, but that will soon change. Musk’s rocketship company is expected to launch its investor roadshow next week ahead of a mid-June IPO. The milestone will likely usher in a flood of giddy headlines and a lot of debate on Reddit forums and cable TV on whether individual... Greetings! Anita here. It’s been a relatively slow week for SpaceX news, but that will soon...

Lowe's Senior Vice President Chandhu Nair. Photo courtesy of Lowe's

Lowe’s Says ‘Semantic’ Data is Boosting Its AI Agents

By Kevin McLaughlin · May 28, 2026 1:09pm PDT

Microsoft, Databricks, SAP and other AI software providers are fighting over control and access to enterprise data known as the semantic layer, as we reported last week. Semantic layers are essentially a data management tool that companies use to standardize definitions for their business metrics, such as revenue and customers, and are now... Microsoft, Databricks, SAP and other AI software providers are fighting over control and access...

Snowflake CEO Sridhar Ramaswamy

Snowflake Shows Some Immunity to the SaaSpocalypse

By Kevin McLaughlin and Laura Bratton · May 27, 2026 5:36pm PDT

Shares of traditional software providers have been battered this year over AI fears. Investors’ reaction to Snowflake’s and Salesforce’s quarterly results Wednesday suggests some providers are in better shape than others.Snowflake shares jumped more than 35% to their highest point since December after the database provider said its most-watched... Shares of traditional software providers have been battered this year over AI fears. Investors’...

Anthropic CEO Dario Amodei. Photo by Andrej Sokolow/Getty Images

Anthropic Is Likely Generating at Least 35% More Revenue Than OpenAI

By Amir Efrati and Sri Muppidi · May 26, 2026 6:04pm PDT · 3 comments

On New Year’s Day, OpenAI leaders would have been happy to hear that the company’s monthly revenue would rise more than 50% over the first five months of 2026, roughly in line with the projections it previously shared with investors. But they’re not likely to feel that way now: That pace looks downright tame compared to that of Anthropic, whose... On New Year’s Day, OpenAI leaders would have been happy to hear that the company’s monthly...

Uber CEO Andrew Macdonald. Photo by Zed Jameson/ Getty Images

Uber COO Says AI Lacks ROI

By Kevin McLaughlin · May 26, 2026 1:01pm PDT · 1 comment

Uber CEO Andrew Macdonald. Photo by Zed Jameson/ Getty Images

Uber COO Says AI Lacks ROI

By Kevin McLaughlin · May 26, 2026 1:01pm PDT · 1 comment

Many corporate leaders say they’re getting value from AI as their spending on it skyrockets, but hype is outpacing reality in plenty of cases.On a podcast over the weekend, for instance, Uber Chief Operating Officer Andrew Macdonald said the ride-hailing company isn’t seeing a clear increase in productivity from using AI coding services despite... Many corporate leaders say they’re getting value from AI as their spending on it skyrockets, but...

Salesforce CEO Marc Benioff. Getty Images.

Salesforce and Snowflake Earnings to Focus Attention on AI’s Software Impact

By Martin Peers · May 25, 2026 3:00pm PDT

As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s big debates: whether AI is killing enterprise software. Salesforce, Snowflake and Asana are each reporting earnings for the first fiscal quarter in the next few days, providing us with an update on how they’re doing in selling their own AI tools—and... As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s...