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hich a model internally judges a fact to be A yet outputs B, as well as a tendency in deep representations to resist being shut down. Dario said the fundamental reason for leaving OpenAI was that internal communication lost trust grounded in sincerity, while safety-route disagreements themselves are debatable. He also said Claude will not integrate ads, because if the business model relies on user dwell time, the algorithm will drift toward pandering; the company also refuses to open fully auton

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ng its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. Microsoft's earnings report on Wednesday showed positive free

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Ayì paraphrases Stripe founder John Collison's 52-minute interview with OpenAI CEO Sam Altman, saying Altman mentioned that an internal new model had cracked frontier math problems, with the proof related to the Navier-Stokes equations consuming on the order of $10 million in compute. Altman also said he prefers Agent Teams rather than swarms to describe multi-agent collaboration, and believes sandboxes can hardly contain superintelligence, so one can only rely on internal monitoring and alignme

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event are sold out, but the online livestream can be watched for free. The livestream takes place next Thursday and features conversations with Josh Miller, Ivan Zhao, AJ Ambrosino, and others; the Every team will also host hands-on sessions on writing, engineering, and collaborating with agents. Viewers who join the livestream have a chance to receive $20,000 in credits and benefits from partners such as Anthropic, Notion, and OpenAI. Even existing Every subscribers need to register separately.

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oogle's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.

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's pass@1 on AIME 2024 rising from 15.6% to 71.0% as an example to show that a rule-based judge gives only a single score for the entire response, whereas training needs to adjust the probability of each token. The author uses the sampling example "Is OpenAI open?" to explain in turn policy, state, action, reward, return, value, Q, advantage, baseline, TD error, GAE, clipping, and KL, and points out that PPO uses a critic to learn V, while GRPO uses the average score within a group to replace V.

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Based on 20,869 traces from Agent Arena: Code, Arena compared the user complaint signals for five top-tier models from Anthropic and OpenAI against other agents, and found that frontier models differ most noticeably along three dimensions. Complaints about failure-repair loops were 6.9 percentage points lower, and complaints about ignoring project context were 1.9 percentage points lower; complaints about design issues were 6.4 percentage points lower, and complaints about producing usable resul

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whereas investors had previously expected a negative figure. In fiscal 2026, the company consumed $23.7 billion in free cash flow to build AI data centers for customers including OpenAI, and this year it plans capital expenditure of $90 billion to $95 billion. CFO Hilary Maxson said free cash flow will turn positive in the second half of fiscal 2028, provided that capital expenditure peaks in fiscal 2027 and fiscal 2028 and then declines and new capacity begins generating revenue. Oracle also s

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n 4 times the level a year ago, and the Gemini app has reached 1 billion users. TPU chip sales are making a substantive contribution to cloud growth; Oracle has begun offering TPUs, and OpenAI is reportedly also purchasing them, but Google expects most TPU revenue to materialize only by 2027; AI data center spending pushed free cash flow to a negative of more than $9 billion, wider than last quarter's $5.9 billion shortfall, while shared AI research costs rose 71% year-over-year to $7.7 billion.

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ing Anthropic at $1.475 trillion. He noted that Anthropic's first-half revenue was about 14 times that of the same period last year, but growth slowed in the third quarter because OpenAI took share and Anthropic lacked sufficient compute; the $80.7 billion first-half book loss mainly came from $72 billion in non-cash bond expenses, while the actual operating loss was slightly over $8 billion, and Anthropic says it achieved operating profitability last quarter. He believes the biggest risk is the

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rick figured out by the community: the 5-hour quota starts counting down from the first message of the day, so at 7:00 AM you can use Grok Bot to automatically run codex exec ping to trigger the countdown; after the quota resets at 12:00 noon, it covers the afternoon work hours. The article provides a ready-to-copy scheduled prompt and notes that this mechanism comes from community testing rather than OpenAI's official documentation, and that read-only parameters must be included when executing.

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keep tracking something using text, photos, or voice messages, and dot will proactively send messages to report on relevant progress. The feature is rolling out as a preview to Pro users in the US. The company says only the user themselves can message their own dot, dot can only reply to that person, and neither dot nor OpenAI can access the user's other text conversations. To set it up, select Texting on dot's profile page; dot shares the same context and plugins across different entry points.

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ilot's Copilot Fusion, which costs $5.59 per task, compared with $11.42 for Claude Code with Opus 5.5 (max), while performing only 2 points lower. Copilot Fusion is a runtime orchestration system that selects and coordinates among Anthropic and OpenAI models such as Claude Opus 5.5, Claude Sonnet 5.5, GPT-6 Astra, and GPT-6 Sol. It leads on Terminal-Bench 4.0 with a score of 71, ranks third on FrontierCode with 51 points, and uses 7.2M tokens per task, about half that of Opus 5.5 in Claude Code.

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