TAG

# OpenAI

2026-08-31

GitHub Copilot Proved Autocomplete Was Worth Paying For Five Years Ago. This Week It Dodged the Blow Cursor Just Took

On November 12, OpenAI will cut off Cursor's model access — because SpaceX paid $60 billion to buy it on August 14. Cursor's CEO says OpenAI is only 5% of its traffic, so the cut is more a warning shot than a wound. But in the same story, GitHub Copilot — a product born five years ago running on nothing but OpenAI's models — quietly unhooked itself between April and August this year, ahead of anyone using that dependency as leverage.

2026-07-31

Same Day: Microsoft Added $450 Billion in Market Cap, Meta's Free Cash Flow Fell to $784 Million

On July 30, Microsoft rose 15.63% and added roughly $450 billion in market value in a single day, the largest one-day gain in US market history, past Nvidia's $441 billion on April 9, 2025. Meta fell 9% the same day. Both had reported the night before, both grew revenue, and Meta grew faster. The difference was somewhere else: Microsoft cut its calendar 2026 capex guidance from the roughly $190 billion it gave in April to about $175 billion, while Azure growth accelerated from 40% to 43%. Meta raised its full-year capex guidance to $130–145 billion and reported $784 million in free cash flow. This piece breaks down where that $15 billion came from, which part is efficiency and which part is accounting treatment, and what it means for product managers that Microsoft holds 27% of OpenAI and also put $5 billion into Anthropic.

2026-07-19

The Woman Who Built ChatGPT Just Shipped a Model She Admits Isn't the Strongest — and Investors Are About to Value Her at $50 Billion

Yesterday Kimi K3 was still shouting "topped the charts, number one in the world." Today the woman who built ChatGPT did the exact opposite. On July 16, Mira Murati's Thinking Machines released Inkling — a 975B open-weights model, natively multimodal, with adjustable thinking effort — yet in black and white the announcement says it is "not the strongest overall model available today, open or closed." Meanwhile this company, just a year and a half old, is raising a new round at roughly a $50 billion valuation — four times last July's. Why is someone who shipped a model that isn't the strongest worth $50 billion? The answer hides in the thing she's best at, and the most expensive thing in the AI era: judging what actually makes a good product.

2026-07-10

The 100 Product Managers Who Changed the World · No. 4 | Sam Altman: His Real Product Was Never ChatGPT — It's OpenAI Itself

No. 4 on the list is Sam Altman, OVR 96 — but the lowest of his six dimensions is taste, just 87. That's not a knock on him; it's the key to understanding him. This week he wasn't busy with product: he admitted to CNBC that OpenAI made "a lot of changes" with the White House to ship GPT-5.6, was reported to have offered a U.S. sovereign fund 5% of the company, and published a pitch for an "American-led international AI forum." A consumer product company's CEO, spending a week on the Treasury Secretary — because the product he's actually running was never that chat box. It's where the three letters O-P-E-N-A-I sit in the world. This piece breaks down his six scores, and the bet the numbers are now testing.