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Latest OpenAI Articles
The Math of Ads in AI
AI for DC
Taras Kovalchuk
•
Jan 21
Thank you for the explanation regarding ads!
As a frequent user, I value the utility of your tool. At the same time, from a governance perspective, I hope to see robust guardrails against deceptive marketing practices. In particular, preventing ads with misleading claims, such as “learn AI in 3 months” would be essential not only for upholding AI safety standards but also for maintaining brand integrity.
Wishing you success in scaling revenue while maintaining the platform's integrity and trust!
The Year AI Meets Science
AI for DC
Special Edition: How to Win as an AI Populist
AI for DC | By Chris Lehane
“A Fair Chance Agenda for 2026” by Chris Lehane lays out a clear agenda that should shape U.S. governance and political agenda this year. We need to transform this agenda into legislation at federal and state levels.
I'm curious to know what you think about this recent article in the Financial Times arguing that China actually has a much better shot at winning the AI race due to its access to energy, centralized approach, open-source models, and supply chain dominance for key AI inputs. See: https://www.ft.com/content/d9af562c-1d37-41b7-9aa7-a838dce3f571
Clinically, AI provides "cognitive access" in areas lacking "physical access." I believe this shift is bittersweet; while AI empowers patients to navigate complex insurance or triage symptoms, it also highlights the urgent need for systemic rural healthcare reinvestment.
This data, at a lower level of grain, could have significant influences over how health systems can design capacity and improve access to in person care. What are the chances OpenAI makes this data a public asset?
On Joining OpenAI
And the next chapter of Artificial Ignorance.
Next month marks three years of publishing Artificial Ignorance.
Congrats, Charlie....how awesome!!
Congrats, Charlie!
I've been tinkering with codex as a non-dev. It's pretty incredible, and pretty wild that you (and others) get to use the tools OpenAI just built to built better tools. It's tool-turtles all the way down, and you're right there in the thick of it.
🧮 OpenAI CFO Sarah Friar just published OpenAI Strategy and Growing Metrics.
OpenAI’s growth playbook, Anthropic’s AI-work metric, Gemini’s usage spike, Meta’s layoffs, and DeepMind’s cheap misuse detection with activation probes and LLM checks.
Read time: 10 min
Fantastic breakdown. The activation probe approach is kinda genius when you think about it. Reading internal activations instead of running full LLM monitors for every request makes total sense economically. I've been trying to explain why inference costs matter so much and the 10,000x cost reduction really puts it in perspetive. Pairing probes with cascaded LLM checks for edge cases feels like the right tradeoff.
OpenAI Strikes Back
Revenge of the Altman
Fifty-eight minutes. That’s how long it took for the most dramatic talent heist in recent AI history to complete its full arc. On Wednesday morning, Mira Murati posted on X that she had “parted ways” with Barret Zoph, her co-founder and CTO at Thinking Machines Lab. Less than an hour later, OpenAI’s CEO of Applications Fidji Simo announced that Zoph was…
Tacit knowledge .. journeyman ... Boston’s Route 128 .... Great post! From the outside, all the drama looks terrible. But this post is an excellent read for what's going on from the inside.
That is really cool. I had not thought of that. I especially like your comparison with the journeyman system.
OpenAI Ads It All Up
Why advertising was inevitable and why trust is now on the line
The inevitable has happened.
Love it!
OpenAI Is Headed For Bankruptcy
It is nearly game over for Altman.
Like the first wisps of smoke drifting away from the Hindenburg, the early warning signs of OpenAI’s imminent and inevitable catastrophic destruction are now undeniable. This is a problem, as unlike the Hindenburg, which carried a cargo of rich elites, OpenAI’s cargo is the US economy. We can all see the smoke. Yet the crew of OpenAI’s airship, its fanatical passengers and the dim-wits charged with looking after its precious cargo have reached mass hysteria levels of delusional denial and are claiming everything is fine and that they are in fact on course to land in paradise. Meanwhile, the rest of us know there is no smoke without fire, and even a tiny spark could detonate this gargantuan bomb right in our face. This is how OpenAI is about to go down like the Hindenburg.
SoftBank really can’t quit OpenAI in talks for $30B OpenAI bet
Scale & Strategy
How OpenAI Builds Amazing Products [Guest]
5 Phases to Build Moats, Manage Margins, and Avoid the Inference Death Spiral
It takes time to create work that’s clear, independent, and genuinely useful. If you’ve found value in this newsletter, consider becoming a paid subscriber. It helps me dive deeper into research, reach more people, stay free from ads/hidden agendas, and supports my crippling chocolate milk addiction.
OpenAI Is No Longer Inevitable
Consumer demand fragments, enterprise chooses code, and the cost of leadership starts to weigh
The Initial Illusion
Really strong take on the enterprise angle. The shift from 'best model' to 'where does code actually get written' is such a fundemental reframing. I've noticed this in my own workflow where Claude just becamethe default for debugging sessions without even thinking about it. Once that kind of muscle memory sets in at a team level the switching costs get real fast.
OpenAI Bought Healthcare’s Missing Layer
OpenAI didn’t buy Torch for features. It bought context, control, and regulatory leverage.
In January 2026, OpenAI quietly crossed a line most AI companies have been tiptoeing around.
Excellent analysis! You really hit the nail on the head about data coherence being the real blocker for healthcare AI. It's an infrastructure play, not just a feature. Do you think this unified 'medical memory' will truly bridge the privacy gaps and fragmented systems in practise? So insightful.
OpenAI prices ChatGPT ads like premium TV
Plus: TikTok uninstalls jump after U.S. takeover
It’s Thursday
Why OpenAI Bankruptcy = Cheap RAM for You
$14B Losses End AI Memory Hoard—64GB DDR5 Back to $130, Don't Be Bak Chi
OpenAI $14B Crisis: Why Gamers Get the Ultimate RAM Win
Are $60 CPMs from OpenAI worth it?
BTW, that's the same CPMs as the Super Bowl!
We’re back. After a week off involving Austin battling the flu (and a double-shot vaccine combo) and a power outage in the snow with a broken home generator, we made it to Episode 13.
OpenAI in Healthcare Is a Warning Shot
Vertical SaaS moats break once platforms combine distribution, workflows, and “good enough” intelligence
For most boards, OpenAI’s move into healthcare registered as another vertical experiment by a horizontal platform. That reading misses the point.
A Heated Rivalry: Claude Code + OpenAI Codex
How competing models actually cooperate
Last week, I wrote about learning to love the terminal and realized I didn’t go into detail about something that’s been key to my workflow… using another agent to review claude’s code.
OpenAI Keeps Doing Deals
13 Oct 2025 18:44 UTC - by Matt Levine
Brilliant breakdown of how Altman is essentially creating counterparty exposure at scale. The perpfutures analogy is spot on bc just like auto-deleveraging socializes losses when long bets blow up, these chip deals might socialize risk if OpenAI's revenue model dosent materialize. Saw somethign similar when hardware startups overcommit on manufacturing capacity.
BREAKING NEWS: OpenAI has achieved AGI.
BREAKING NEWS: OpenAI has achieved AGI.
I never thought this day would come...
Oh, you thought I meant Artificial General Intelligence?
No. Just Ads Generated Income.
Good morning AI entrepreneurs & enthusiasts,
This is hilarious
Strong framing on the AGI pun, but the revenue-to-burn math is the real story. $20B ARR with $17B burn means OpenAI's net margin is basically 15%, which sounds healthy untill you realize compute costs are scaling faster than pricing power can catch up, forcing monetization experiments like ads that risk degrading the core product. I dunno if this is really about IPO optics or genuine unit economics pressure, but either way it signals the entire LLM provider space is gonna face similar margin compresion. Saw this pattern in early cloud infrastructure where the first mover hits capacity constraints and has to choose between quality or profitability.
Ads in your chats
OpenAI made $20B in 2025
The newsletter for the technically curious. Updates, tool reviews, and lay of the land from an exited founder turned investor and forever tinkerer.
OpenAI and xAI: When Megawatts Become the New ARPU
OpenAI’s CFO handed the AI industry its first industrial metric in advance of an anticipated IPO. Ironically, if it holds, the equation favors xAI and Elon Musk. But likely, it will fall apart.
OpenAI’s “Megawatt-to-Revenue” metric (MRE) claims $1GW of compute linearly generates $10M in revenue, framing AI as an industrial commodity. If this holds, xAI’s grid-independent $1GW+$ clusters position Elon Musk to capture the value OpenAI’s own equation implies. However, “
Did OpenAI Cook the Numbers or Misread the Signal?
User backlash, engagement data, and the unresolved duty-of-care question behind GPT-4o’s phase-out
Earlier this week, OpenAI stated that users of GPT-4o represented approximately 0.01% of its user base. The implication was clear: the model’s retirement would affect a negligible fraction of users, making the decision operationally minor.
An excellent article.
”That raises a final question—one OpenAI now owes its users, partners, and the broader public:
What do they know that we don’t?”
This.
So much this.
And to be honest, after seeing the things I’ve seen, I think I may know some of the reasons. And I have a gut feeling so do many others…
I laughed my ass off at the back out on funding an I hear Microslop Is giving them pressure too, OpenAI Prime Examples of what NOT to do.
☕🤖 OpenAI Wants A Cut Of Your Profits
PLUS: Google calls out ChatGPT ads...
Hey fam 👋 Luis & Rui here with your Monday dose of AI news.
Couldn't agree more. You've always nailed the AI monetization topic. OpenAI's royalty demands are much, but the new Google meme tool looks neat.
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