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OpenAI CEO Sam Altman. Nathan Laine/Bloomberg via Getty Images
The Briefing

Mixed OpenAI Investor Signals

By Cory Weinberg · Apr 1, 2026 5:00pm PDT
Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad Gerstner, in a podcast soundbyte heard round the world. “Brad, if you want to sell your shares, I’ll find you a buyer,” Altman said.Indeed, he seems to have found plenty of buyers. Four months ago, Sam Altman got testy with one of his own investors, Altimeter Capital’s Brad...
OpenAI CEO Sam Altman. Anna Moneymaker/Getty Images.
The Briefing

OpenAI’s Fundraising; The (Dismal) IPO Class of 2021

By Martin Peers · Mar 31, 2026 5:00pm PDT
Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran war. Don’t get too comfortable—things are likely to change quickly. In fact, the Iranians are threatening to attack U.S. tech facilities in the Middle East. Meanwhile, we got news today on a variety of fronts concerning Microsoft, Nvidia and Anthropic... Happy days are here again! Stocks have rallied, thanks to upbeat headlines concerning the Iran...
Dario Amodei, CEO of Anthropic. Photo by Chance Yeh/Getty Images
AI Agenda

Anthropic’s Success Sparks Server Crunch

By Stephanie Palazzolo · Mar 30, 2026 7:00am PDT · 2 comments
Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of Defense Emil Michael). Thanks to the strength of its automated coding tools, Anthropic more than doubled its annualized sales to $19 billion during the first two months this year. And it’s closing the revenue gap with larger rival OpenAI.But as the... Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of...