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fourweekmba.com > ai-anthropic-openai-antitrust-waiver-pacing-tiers

Anthropic and OpenAI Got the Answer on Antitrust: The Only Tier That Works Is the One That Needed Nobody

19+ hour, 18+ min ago   (411+ words) Dario Amodei asked for a narrow antitrust waiver to make collective AI pacing lawful. Over the weekend, the answer was no — and the structural logic of that refusal clarifies exactly what the request was for. Timeline — 12–13 September 2026 12 Sept 2026 — Amodei essay…...

FourWeekMBA
fourweekmba.com > ai-openai-pachocki-alien-mind-monitoring-wall-safety

OpenAI's Chief Scientist Says Monitoring Is Losing the Race to Capability

1+ week, 3+ hour ago   (399+ words) In an official essay published September 6, OpenAI Chief Scientist Jakub Pachocki made the most specific internal admission yet: the field’s ability to watch what its models are doing is degrading faster than its ability to govern what they might do....

FourWeekMBA
fourweekmba.com > ai-chatgpt-epic-openai-clinician-integration-read-only

ChatGPT and Epic: OpenAI's Read-Only Move Into the Health System of Record

1+ week, 5+ day ago   (348+ words) OpenAI wired ChatGPT directly into Epic on September 1, 2026 — clinician-facing, read-only, BAA-gated — and the constraint is the strategy. OpenAI × Epic — September 1, 2026 Patients in Epic’s network (widely-cited industry figure; not OpenAI’s claim) Official public-data sources in the Healthcare connector (incl. PubMed, CMS,…...

FourWeekMBA
fourweekmba.com > ai-chatgpt-ads-1-billion-run-rate-openai-subscription-advertisi

ChatGPT Ads Reaches a $1 Billion Annualized Run Rate in 200 Days??? and OpenAI Now Runs Both Consumer-Internet Business Models at Once

1+ week, 6+ day ago   (317+ words) OpenAI stated on August 31 that its ads business — which Sam Altman once called a “last resort” — is running at roughly $1 billion annualized, about 200 days after launch. The consumer-AI business model just bifurcated into the same two engines that built the…...

FourWeekMBA
fourweekmba.com > ai-openai-anthropic-infrastructure-vertical-integration-physica

OpenAI, Anthropic, and the Forward Integration Into the Physical Stack

2+ week, 6+ day ago   (341+ words) Based on reporting by The Information. The frontier model labs are reaching down, one layer at a time, into the silicon, power, and data centers their models actually run on — because they no longer trust the open market to supply…...

FourWeekMBA
fourweekmba.com > ai-anthropic-amir-salek-tpu-chip-compute-strategy

Anthropic Hires the Founder of Google's TPU Program??? a Model Lab Reaches Down the Stack

3+ week, 2+ day ago   (375+ words) Based on reporting by Bloomberg. Amir Salek — the man who built Google’s TPU from scratch and ran it through seven generations — joins Anthropic’s compute team. This is a hire, not a chip. But the direction it points is unambiguous. ANTHROPIC…...

FourWeekMBA
fourweekmba.com > ai-openai-ipo-2027-anthropic-revenue-gap-fundraise

OpenAI Names Its IPO "Another Fundraise"??? and Plans to Go Public After Anthropic

3+ week, 4+ day ago   (305+ words) As reported by CNBC, from remarks OpenAI CFO Sarah Friar made to employees. The category-defining name in AI guides to a 2027 listing while Anthropic — now larger by revenue and valuation — briefs investors for fall 2026. The sequence is a readiness choice,…...