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Exclusive

OpenAI Is Developing an Internal Alternative to Microsoft’s GitHub

By Stephanie Palazzolo and Aaron Holmes · Mar 3, 2026 2:41pm PST · 3 comments
OpenAI is developing an alternative to GitHub, Microsoft’s popular code repository that lets software engineers store, share and collaborate on computer code, according to a person with knowledge of the project. The decision to embark on the new product came after OpenAI engineers, like other GitHub customers, experienced an increase in outages... OpenAI is developing an alternative to GitHub, Microsoft’s popular code repository that lets...
Art by Mike Sullivan
Exclusive

Apple Discusses Google Hosting New Siri as Need for Cloud Help Grows

By Aaron Tilley and Wayne Ma · Mar 2, 2026 6:00am PST
In January, when Apple announced an agreement to use Google’s Gemini models in Apple products, it was an admission that the iPhone maker hasn’t been able to compete in AI on its own over the past couple years. But the deal also showed that Apple is again relying on an outside company to help it with another deficiency: in cloud computing. Now... In January, when Apple announced an agreement to use Google’s Gemini models in Apple products, it...
Illustration: Clark Miller
The Weekend

Weekend: AI, Land of Make-Believe

By Abram Brown · Feb 28, 2026 8:38am PST · 1 comment
Welcome, Weekenders! In this newsletter:• The Big Read: What Anthropic’s Pentagon feud means across Silicon Valley• Artificial Intelligence: Otters, Minesweeper and Will Smith’s spaghetti dinner—the at-home tests for judging AI’s abilities• Plus, Recommendations—our weekly pop culture picks: “Murder at the U,” “End of Days” and “How to Get to... Welcome, Weekenders! In this newsletter:• The Big Read: What Anthropic’s Pentagon feud means...
Image from Getty Images.
A Robot Data Startup Raises $60 Million
By Rocket Drew · Feb 26, 2026 7:00am PST
Image from Getty Images.
AI Agenda

A Robot Data Startup Raises $60 Million

By Rocket Drew · Feb 26, 2026 7:00am PST
Companies developing AI models to power humanoid and other robots have been hard at work collecting videos and other data for training their models, even paying people to record themselves completing tasks in homes and workplaces. As these data-collection efforts start to pay off, and robots take on some of those tasks, the robot developers... Companies developing AI models to power humanoid and other robots have been hard at work...
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True Value

Alphabet and Other Big Tech Could Borrow Hundreds of Billions Each

By Anita Ramaswamy · Feb 26, 2026 6:10am PST
Amazon, Alphabet and Meta Platforms in recent months have each turned to the bond markets to raise tens of billions of dollars for their massive investments in AI data centers. And all three are likely to borrow much more in the next couple of years, with their projected capital expenditures now likely to come close to or surpass the cash they... Amazon, Alphabet and Meta Platforms in recent months have each turned to the bond markets to...
Andrew Feldman, Cerebras Systems. Art by Clark Miller; Getty Images.
AI Agenda

Why OpenAI’s Cerebras Chip Deal Matters; What Anthropic Wants to Know About Chinese Rivals

By Stephanie Palazzolo and Rocket Drew · Feb 25, 2026 7:00am PST
OpenAI executives have repeatedly signaled, both publicly and privately, that the only factor limiting the company’s revenue growth is access to computational resources. Chief Financial Officer Sarah Friar wrote an entire blog post on this topic earlier this year, and OpenAI executives highlighted the message again in a presentation to investors... OpenAI executives have repeatedly signaled, both publicly and privately, that the only factor...
Why OpenAI, Anthropic Missed Their Own Gross Margin Forecasts
Dealmaker

Why OpenAI, Anthropic Missed Their Own Gross Margin Forecasts

By Sri Muppidi · Feb 24, 2026 3:43pm PST · 6 comments
OpenAI has become increasingly optimistic about the revenue it expects to generate from both consumers and businesses, pushing up its projections for the next five years. Clouding those forecasts, however, are escalating cloud server costs that have outstripped revenue growth.Those pressures were stark last year, when OpenAI’s gross margins fell... OpenAI has become increasingly optimistic about the revenue it expects to generate from both...
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Why ChatGPT Faces Language Barriers
By Stephanie Palazzolo · Feb 24, 2026 7:00am PST
Art by Getty Images
AI Agenda

Why ChatGPT Faces Language Barriers

By Stephanie Palazzolo · Feb 24, 2026 7:00am PST
Many AI researchers believe AI models that listen and speak to people are trailing text-based models in capabilities and performance. That gap is even bigger when you look at audio models for languages other than English, especially outside the Western hemisphere.That could be a big issue for companies like OpenAI that are aggressively trying to... Many AI researchers believe AI models that listen and speak to people are trailing text-based...
Photo by Kyle Grillot/Getty Images
AI Infrastructure

What OpenAI’s Stargate Issues Could Teach Anthropic

By Anissa Gardizy · Feb 23, 2026 8:00am PST
Over the past year, the running joke in the data center industry—even inside OpenAI—has been that the $500 billion Stargate initiative was less of a master plan than a “vibe.”My reporting this weekend showed how little Stargate resembles the $500 billion effort touted at a White House event just over a year ago. Stargate now has no staff, nor... Over the past year, the running joke in the data center industry—even inside OpenAI—has been that...
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AI Agenda

OpenAI’s GPT-5 Dip; Why Agents Are Hard to Evaluate

By Stephanie Palazzolo and Rocket Drew · Feb 23, 2026 7:00am PST
Before we get into today’s column, Friday’s story from Sri and me confirmed what many had been hypothesizing since OpenAI’s release of GPT-5 in August: ChatGPT’s growth hasn’t been as strong as OpenAI hoped.The story is more nuanced, obviously. The chatbot has hit new highs in terms of weekly active users—910 million, to be exact as of earlier... Before we get into today’s column, Friday’s story from Sri and me confirmed what many had been...
AI Agenda Newsletter
Stay ahead of the innovation and disruption happening in AI. Stephanie Palazzolo covers the tech, startups, companies and people making headlines.
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At AM Batteries' factory in Billerica, Mass. Photo: Courtesy AM Batteries
The Electric

Exclusive From The Electric: This Battery Executive's Advantage is That He Has Sold a Startup to Elon Musk

By Steve LeVine · Feb 23, 2026 4:30am PST
In early 2019, Tesla paid $218 million to acquire a small San Diego battery startup that it believed could transform the economics of carmaking. Last month, Elon Musk’s gamble appeared to pay off when Tesla announced it was using the startup’s money-saving technology in an updated battery that powers the Cybertruck. In early 2019, Tesla paid $218 million to acquire a small San Diego battery startup that it...
Nvidia CEO Jensen Huang. Krisztian Bocsi/Getty Images.
OpenAI’s Magical Thinking; Nvidia on Deck This Week
By Martin Peers · Feb 22, 2026 3:00pm PST · 1 comment
Nvidia CEO Jensen Huang. Krisztian Bocsi/Getty Images.
The Briefing

OpenAI’s Magical Thinking; Nvidia on Deck This Week

By Martin Peers · Feb 22, 2026 3:00pm PST · 1 comment
Before we get to what’s coming this week, let’s take a moment to honor the company that has honed the power of magical thinking. That would be OpenAI, whose latest long term revenue and profit projections we reported on Friday night here. The most important element of the report was that in 2025, the cost of running AI models quadrupled, so the... Before we get to what’s coming this week, let’s take a moment to honor the company that has honed...
Art by Clark Miller
Exclusive

Inside OpenAI’s Scramble to Get Computing Power After Stargate Stalled

By Anissa Gardizy · Feb 22, 2026 11:00am PST · 4 comments
When President Donald Trump announced the $500 billion Stargate AI data center project in January 2025, the three companies charged with developing it promised to move with lightning speed, spending $100 billion almost immediately to start building 10 gigawatts of computing capacity. More than a year later, the Stargate joint venture has not... When President Donald Trump announced the $500 billion Stargate AI data center project in January...
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Sunday Insights

Why Reddit’s Stock Plunged 42% In Past Five Weeks

By Martin Peers · Feb 22, 2026 8:00am PST
Reddit’s explosive revenue growth of the past two years turbocharged the company’s stock after its 2024 initial public offering, lifting it nearly 700% to its highs of around $270 last fall. That rally was markedly different from the tepid performance that similarly sized social media companies such as Snap and Pinterest endured after their... Reddit’s explosive revenue growth of the past two years turbocharged the company’s stock after...
Art by Clark Miller
The Weekend

Google Turns Up in the Music in AI

By Abram Brown · Feb 21, 2026 7:00am PST
Welcome, Weekenders! In this newsletter:• The Big Read: A radical bet on a totally different type of longevity cure • The Top 5: The best home sauna tech• Plus, Recommendations—our weekly pop culture picks: “The Secret World of Roald Dahl,” “Vigil” and “Love Story”Judging strictly by appearances, anyone who is anyone in tech is looking to... Welcome, Weekenders! In this newsletter:• The Big Read: A radical bet on a totally different type...
The Weekend Newsletter
What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.
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Art by Mike Sullivan
OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape
By Stephanie Palazzolo and Qianer Liu · Feb 20, 2026 6:00am PST
Art by Mike Sullivan
Exclusive

OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape

By Stephanie Palazzolo and Qianer Liu · Feb 20, 2026 6:00am PST
OpenAI has more than 200 people working on a family of AI-powered devices that will include a smart speaker and possibly smart glasses and a smart lamp, according to a person with knowledge of the plans. New details are starting to emerge about the group and its development strategy. The smart speaker—the first device OpenAI will... OpenAI has more than 200 people working on a family of AI-powered devices that will include a...
Art by Mike Sullivan
Exclusive

Hungryroot Posts 55% Revenue Growth, Eyes Potential 2026 IPO

By Ann Gehan · Feb 19, 2026 6:00am PST
With software and other sectors melting down at the merest hint of AI disruption, businesses that sell food and other consumer goods are finally getting some love. That’s good news for venture-backed companies like Hungryroot, which could benefit from investors’ desires to AI-proof their portfolios. Hungryroot, which offers an app for ordering... With software and other sectors melting down at the merest hint of AI disruption, businesses that...