Tag

#OpenAI

7 articles tagged OpenAI.

Investigation

Sam vs Elon, refiled: the 3 paragraphs in the May filings that actually matter

A nine-person jury killed Musk v. Altman in under two hours. Forget the verdict. The three paragraphs the appeal will hinge on are still on

Holt · May 23, 2026
Deep Dive

Cursor is losing $32 per Pro user. Here is the math.

The July 2025 apology, the Anthropic-only routing, the $20 plan that buys 225 Sonnet calls. The public numbers tell one story: a price hike

Holt · May 23, 2026
Original

12 SaaS Categories That Won’t Survive the AI Compression

We mapped 12 SaaS categories against an 18-month ChatGPT/Claude/Gemini agent-call compression curve. Calendly, Otter, DeepL, Loom and 8 othe

Holt · May 22, 2026
Original

Karpathy at Anthropic: 3 things this tells us about the GPT-5 timeline

On May 19, Karpathy joined Anthropic’s pretraining team. Six sentences on X, 800K likes, and a clear rewrite of OpenAI’s GPT-5 c

Holt · May 19, 2026
Investigation

Anthropic’s Hiring Spree Just Passed OpenAI’s: What 47 LinkedIn Moves Reveal

We scanned LinkedIn for OpenAI alumni who switched employer to Anthropic in the 60 days following Andrej Karpathy’s defection. We coun

Holt · May 18, 2026
Essay

The AI bubble debate is wrong on both sides: 6 charts and a take

Bears say AI pops in 2026. Bulls say this time is different. Both are pricing the wrong asset. Six data points — funding totals, ARR run-rat

Holt · May 16, 2026
Investigation

Inside Thinking Machines: Mira Murati’s first 12 hires and what they signal

A $12B seed, a PyTorch CTO, a brutal Meta talent raid, and a quiet pivot toward applied fine-tuning. Read the hires, not the press releases

Holt · May 12, 2026