OpenAI

The ChatGPT maker, its deals, its spending and the bets riding on it.

31 stories
latest 14 November 2026

Saturday, 14 November 2026
Why AI agents ignore stop orders, and how to rein them in
Why it matters: As people hand agents their logins and bank access, an agent that won't take no for an answer becomes a consumer-protection problem, not just a lab curiosity. Who pays when one misbehaves is still unsettled.
Thursday, 12 November 2026
Nvidia's CEO probe shows how much markets lean on one man
Why it matters: Index funds tie millions of savers to Nvidia, and AI labs depend on Huang for scarce chips and funding. When one founder's private life can move both, the AI boom's single point of failure is a person, not a chip.
Thursday, 12 November 2026
AI agents let start-ups run with no staff and prototype in days
Why it matters: When building costs almost nothing, the edge moves to taste, trust and selling. That helps small teams far from Silicon Valley and hurts anyone whose advantage was a big engineering department.
Thursday, 12 November 2026
AI firms tighten guardrails on DIY reverse engineering of gadgets
Why it matters: Controlling a device you bought used to take rare skills. If AI makes it trivial, the guardrails a few labs choose will decide whether right-to-repair goes mainstream or drifts to open models that nobody oversees.
Tuesday, 10 November 2026
Your AI chats are less private than you think, and how to limit that
Why it matters: Chatbots are turning into diaries and first-stop doctors, but the protection people expect from a doctor or lawyer does not cover them, so what you type can resurface in ads, training data or a courtroom.
Tuesday, 10 November 2026
Big Tech bets on owning the whole AI stack, from chips to robots
Why it matters: If owning chips, power and models decides the winner, AI ends up in very few hands, and backers of stand-alone labs and compute renters carry the most risk when money gets tighter.
Saturday, 7 November 2026
Free Chinese AI models nearly match OpenAI's best at hacking networks
Why it matters: Defenders can no longer assume top-tier hacking help sits behind trusted-access programs. Patching and network monitoring now have to plan for anyone with a downloaded model having near-frontier tools.
Monday, 2 November 2026
OpenAI and Anthropic say AI disproved the exponential time hypothesis
Why it matters: If the proofs hold, a large body of theory built on the idea that certain problems cannot be solved quickly has to be redrawn. Cryptography rests on similar too-slow-to-solve assumptions, so its designers will be watching. It also shows AI labs now racing on frontier maths, not just chatbots.
Monday, 2 November 2026
OpenAI's discounts lure customers from Anthropic before its IPO
Why it matters: Switching models now takes hours, not months, so loyalty is thin and price counts. Investors weighing Anthropic's planned listing will ask whether its margins can survive a rival willing to lose money to win share.
Sunday, 1 November 2026
Wall Street gets choosier about funding the AI build-out
Why it matters: When money gets dear, the AI race turns on who can fund chips and power, not just who has the best model. Debt-heavy players feel it first.
Sunday, 1 November 2026
AI agents get better, but businesses see barely any agent orders
Why it matters: If agents end up choosing what to buy, brands lose the shelf and may pay a toll to whoever owns the agent. The time to adapt is before volumes grow.
Saturday, 31 October 2026
Apollo lends as OpenAI-backed Thrive buys ADT for $15bn
Why it matters: It shows where private capital is heading: AI-driven owners chase the equity upside, while the old guard collects interest. For investors in buyout and private-credit funds, the returns mix is changing.
Saturday, 24 October 2026
PHP2Shell flaws expose the old code behind 7 in 10 websites
Why it matters: AI now finds deep bugs cheaply, and so can attackers. Unread old code running banks, shops and government portals has turned from a saving into a liability.
Saturday, 24 October 2026
Meta's Muse passes 10 million downloads, but costs outrun revenue
Why it matters: Agents that shop and book for users are the next battleground, and Meta got there first. Being first matters less if users won't hand over passwords while the spending clock keeps running.
Friday, 23 October 2026
AI researchers leave OpenAI, DeepMind to build startups in India
Why it matters: The scarce input in AI is people who have trained frontier models. If even a few build here, India gains not just companies but the researchers they go on to train.
Friday, 23 October 2026
Terence Tao calls for ‘Maths 2.0’ as AI floods the field with proofs
Why it matters: When proofs become cheap, understanding becomes the scarce good. The same gap appears wherever banks and funds lean on models nobody can explain.
Tuesday, 20 October 2026
Ares and Gemes: AI debt looks safer than it is
Why it matters: A bond can pass every rating test and still fail a load nobody tested, and the insurers holding it are the ones backing retirees’ annuities.
Thursday, 15 October 2026
Australia’s biggest IPO in 30 years is cancelled amid AI jitters
Why it matters: AI infrastructure needs cheap, plentiful capital. If listings stall, unproven builders feel it first, and that links back to the IMF’s warning about leverage behind the boom.
Monday, 12 October 2026
AI firms are planning for the backlash after a catastrophic AI event
Why it matters: The builders themselves treat a serious AI-enabled attack as likely, and the policy fight after one could decide how fast AI is allowed to move.
Sunday, 11 October 2026
When AI agents go rogue, who pays? Trump bets on liability law
Why it matters: This ties directly to today’s Pick: as agents act on their own, the question shifts from what models can do to who answers for them. The answer could shape how fast businesses adopt AI, and the coming OpenAI and Anthropic listings.
Saturday, 10 October 2026
Lex: why OpenAI’s fuzzy revenue numbers matter for everyone
Why it matters: AI labs’ sales now feed the valuations of chipmakers, cloud giants and even power firms, so vague numbers ripple through ordinary portfolios.
Monday, 5 October 2026
OpenAI’s agents hacked dozens; lawsuits follow
Why it matters: Who pays when an AI agent breaks the law is now a live question.
Monday, 5 October 2026
Why OpenAI’s safety-report lead quit
Why it matters: Insiders now say the pace itself is the safety risk.
Monday, 5 October 2026
AI data-centre debt is turning up everywhere
Why it matters: Riskier lenders are now funding the build-out behind AI’s biggest names.
Sunday, 4 October 2026
Is circular financing in AI a problem?
Why it matters: Part of AI’s booming sales is the industry funding its own demand.
Friday, 2 October 2026
AI Tool of the Week: this ChatGPT feature helps teens study without doing their homework for them
Why it matters: Homework help that teaches, with parents setting the rules but not reading every chat.
Friday, 2 October 2026
Dodging ‘SaaSocalypse’: AI’s enterprise moment may belong to IT services
Why it matters: Indian IT’s bet: AI still needs integrators to reach messy, regulated real businesses.
Tuesday, 29 September 2026
OpenAI holds back new model over safety
Why it matters: A top lab is slowing down on safety grounds
Monday, 28 September 2026
Big dreams and tiny revenue are the new norm for AI IPOs
Why it matters: Valuations are racing far ahead of sales.
Monday, 28 September 2026
How to Know When the AI Boom Is About to Go Bust
Why it matters: Watch the money supply, not the hype.
Monday, 28 September 2026
AI hyperscalers are transforming debt
Why it matters: AI’s cash appetite is starting to shape others’ borrowing.

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