OpenAI is losing. And it's not close.
1. Anthropic passed OpenAI in revenue. $30 billion annualized run rate, up from $1 billion fourteen months ago. Anthropic wins 70% of enterprise deals in head-to-head competition. That's not a rounding error.
OpenAI Killed Sora and Its Hardware Plans to Focus on What Actually Makes Money
OpenAI scrapped Sora and scaled back its Jony Ive hardware partnership to concentrate on coding tools and enterprise customers. Consumer AI gets the headlines. Enterprise code writes the checks.
Microsoft is building its own foundation models, and the OpenAI marriage is over
Microsoft lifted its ban on building independent foundation models four years early. Mustafa Suleyman is merging Copilot under a 'Superintelligence' mandate. The OpenAI partnership just became optional.
GPT-5.4 Mini Is 2x Faster and Almost as Good as the Full Model
OpenAI's GPT-5.4 Mini approaches full model performance at a fraction of the cost. The 'good enough' tier keeps improving, and it's reshaping how enterprises spend their AI budgets.
ChatGPT Started Running Ads
ChatGPT is now serving ads integrated into conversational responses. The moment AI assistants stopped being purely tools and became media channels.
GPT-5.4 Shipped Native Computer Use and a Million-Token Window
OpenAI's GPT-5.4 makes computer use a native capability, not a plugin. With three model variants and a million-token context window, the real story is what happens when AI can reliably click buttons for you.
QuitGPT: 2.5 Million People Walked Away From ChatGPT, and OpenAI Blinked
2.5 million people pledged to cancel ChatGPT after OpenAI's Pentagon deal. App uninstalls spiked 295%. Claude hit #1 in the App Store. The largest consumer revolt in AI history is testing whether users have leverage.
OpenAI Bought Its Own Red Team, and Nobody Asked the Obvious Question
OpenAI acquired Promptfoo, the industry's most trusted AI red-teaming tool. When the company building AI also controls the tool that tests it for safety, who watches the watchmen?
$189 billion in one month, and most of it went to three companies
February 2026 broke all records with $189B in startup funding. OpenAI, Anthropic, and Waymo took 80% of it. The AI oligopoly isn't forming. It already formed.
The AI Race Flipped. The Cheapest Model Wins Now.
Google and OpenAI launched lightweight models within two hours of each other. The AI race shifted from biggest to cheapest.