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OpenAI x Microsoft

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Internal Tech Emails24 LIKES1 RESTACKS


OpenAI Says No Jobs Apocalypse

Anthropic Isn’t So Sure
The Job Debate Is No Longer Outside The Labs
Exploring ChatGPT27 LIKES3 RESTACKS
Harshith Viswanath's avatar
Harshith Viswanath
Hi! Interesting read. We've been seeing this discussion in law as well, with whether entry-level associate jobs will be replaced and how exactly they'll be trained if previous tasks like research, drafting, and contract review are performed by AI tools. How will associates learn to evaluate clauses if an AI tool already produces a first draft? The solution to that would be to adopt a hybrid approach where're they're taught to do such work but also given exposure to negotiation and tasks that require judgment. These are the lines along which BigLaw will revamp its training program, according to me. Would love to know what you think!
I write a blog in substack titled "The LegalTech Thesis" wherein I break down startups, trends, and opportunities in the space. Would love to know your thoughts on my blog!
Rohan Jaiswal's avatar
Rohan Jaiswal
You're right that the narrative shapes preparation, and the gap between OpenAI's calm and Anthropic's alarm is doing real policy work this year.
That 2023 estimate (80% of workers with 10% of tasks touched, 19% with half) reads one way if teams augment those tasks and another if they delete them, and the same number feeds both camps.
Whose incentive do you trust less when a lab forecasts its own technology's labor impact?

🚀 Anthropic just eclipsed OpenAI

From new AI models and funding rounds to smarter Siri and paid AI plans, here are the biggest updates shaping the AI race this week
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Ara47 LIKES

Google Beat OpenAI in a Day

Plus, Anthropic says AI can now identify software flaws at massive scale, How to build a content calendar inside AppFlowy, and more!
Hey There😎
29 LIKES

Anthropic beats OpenAI on business adoption

Ramp AI Index May 2026 Update
Dear Colleagues: Today’s letter includes my monthly update of Ramp AI Index, our flagship research using spend data from Ramp to track how American businesses are using AI. My comments in the Wall Street Journal today.Econ Lab. Something to take the edge off.
Ara Kharazian29 LIKES3 RESTACKS
Kat's avatar
Kat
I grabbed one of those mango ice creams 2 weeks ago in sf, they are making their way through all the speciality grocers! My 5 yo didn't actually love it and rejected after 2 bites, I found the actual ice cream well done but didn't love the outside 'chocolate' coating. Worth a try!
Rohan Jaiswal's avatar
Rohan Jaiswal
The 34.4% to 32.3% flip is real, but the more striking number is 50.6% overall adoption: half of businesses are still running no AI in production. Anthropic's lead might reflect capturing the next adoption wave over OpenAI's first-mover customers. Your point about incentive misalignment lands: a 3x token cost increase for image prompts surfaces in a finance review six months after onboarding. At theaifounder.substack.com I write about how AI tool selection plays out inside companies, and cost surprises at that scale are a churn signal waiting to trigger. How are you modeling whether Anthropic's enterprise adoption lead holds if OpenAI's Codex-based tooling cuts cost-per-task in the workflows where businesses actually burn the most tokens?



Why MistralAI Grows Faster Than OpenAI/Anthropic

Mistral is building sovereign, open-weight AI for enterprises that care less about hype and more about control, cost, and deployment flexibility,
Here’s the thing: while everyone is busy arguing about whether OpenAI or Anthropic hits 30 billion dollars in revenue first, a French upstart quietly 20x’d its ARR in about a year and now expects to …
Bandan Singh50 LIKES9 RESTACKS
Jonas Braadbaart's avatar
Jonas Braadbaart
They're great at reading and playing the room here in Europe, will be interesting to see how quickly they can catch up with frontier lab model performance.
Joël Kai Lenz's avatar
Joël Kai Lenz
What’s also super impressive with Mistral is their continuous effort in supporting open source AI development and research. Great article man!


Anthropic Raises $65B at $965B, Passing OpenAI

A summary of the interesting content that I consumed this past week…
What I Read This Week: a summary of the content that I consumed this past week…
Chamath Palihapitiya104 LIKES4 RESTACKS
Kwei Hormuz Chou MD, PhD, KKK's avatar
Kwei Hormuz Chou MD, PhD, KKK
Sitting on my toilet and just took a big #Chamath. Dude, next article, can you tell us the art of how one moves from tech dork to trying to be cool? Once a tool, always a tool. What SPAQ are you going to pawn off on us or what pedophile grifter are you going to kiss up too to serve the interests of your big ass Indian nose. Who is uglier? You or eyeballs Patel?
Mischa van den Burg's avatar
Mischa van den Burg
Now the question is, as someone who only owns index funds but has been using AI for years , and came to the conclusion that Claude is far better than anything else, should I buy shares?

Google Beat OpenAI in Just 1-Day

From ClickUp’s AI-agent layoffs to DeepMind solving decades-old math problems, this week shows how fast AI is moving from tool to takeover.
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Ara22 LIKES

Navigating a New Sky with OpenAI Codex.

AI Agents with Ray and Tyler at OurSpace & Piʻikū Co
There is a moment before every voyage when the canoe is still on shore. You can feel the wind changing and see the horizon pulling at you, but the map is not finished yet. That is what this moment in AI feels like: the destination is not fully visible, the tools are changing in our hands, and the people willing to learn early are the ones who will help …
Gabriel Yanagihara10 LIKES1 RESTACKS

MTS
May 28

5/27: The OpenAI Nonprofit Spends Money

Plus: Cognition raises $1B at $26B, Baseten raises $1B at $11B, new Huawei scaling law, chips smuggled to China thru Japan, SK Hynix hits $1T, Robinhood agentic trading
It is Wednesday, my dudes. Be sure to catch us on X and YouTube, and join our Discord to chat with our hosts live.
Theo Jaffee7 LIKES1 RESTACKS

Special Article: SpaceX, OpenAI, and Anthropic IPOs

Analyzing upcoming IPOs, whether their valuations are attractive, and the implications for global markets.
This is not our typical article, but the subject was too interesting to pass up.
Aurelion Research33 LIKES5 RESTACKS
Eduardo's avatar
Eduardo
Excellent analysis. For fundamental investors with a 5-to-10-year horizon, how should we weigh the opportunity set between US AI infrastructure and emerging market equities? Do you view AI as a centralizing force that further concentrates capital in the US or potentially as a catalyst that accelerates growth in regions like LatAm through localized adoption?"




Anthropic Is Lapping OpenAI, But At What Cost?

A bonkers Axios report, and new tax proposals from Rep. Greg Casar and Sen. Elizabeth Warren, signal an end to runaway AI spending.
Anthropic is now the world’s most valuable artificial intelligence startup, according to The New York Times. Dario Amodei’s company announced tens of billions in new investments on Thursday, and is allegedly worth $965 billion. That’s significantly more than OpenAI’s $730 billion valuation. Anthropic’s glow-up is owed to the relative popularity of Claud…
Alex Shultz13 LIKES3 RESTACKS

Is OpenAI changing its tune on AI laws?

Transformer Weekly: US-China talks, AI executive order, and Anthropic’s $900b valuation
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Shakeel Hashim and Celia Ford10 LIKES3 RESTACKS
Inside The Black Box's avatar
Inside The Black Box
"We were silent on the provision and some took it as an endorsement" is doing extraordinary work as a sentence. They testified in support of a bill that contained a liability shield and now characterize their silence on the shield as neutrality.