OpenAI still leads enterprise AI, but Anthropic is gaining fast, according to new study
An oligopoly is taking shape in enterprise AI: OpenAI still leads, but Anthropic is catching up fast while Microsoft dominates applications. And the open-source revolution? For large companies, it’s not happening yet. If anything, they’re moving the other way.
Read full article about: OpenAI planning IPO for late 2026, fears Anthropic might go public first
OpenAI is preparing for an IPO in the fourth quarter of 2026, the Wall Street Journal reports. The startup, valued at $500 billion, is holding informal talks with Wall Street banks and building out its finance team. Recent hires include Ajmere Dale as Chief Accounting Officer and Cynthia Gaylor for investor relations.
According to the report, OpenAI executives are worried internally that competitor Anthropic might beat them to the public markets. Anthropic has told financial partners it's open to an IPO by the end of 2026 and is expanding its finance team with experts like Andrew Zloto and former Blackstone investor Kevin Chang.
CEO Sam Altman said in a December podcast that he's not exited about running a public company. Some of those responsibilities will fall to Fidji Simo, the former Instacart CEO who now leads OpenAI Applications.
OpenAI is trying to raise more than $100 billion. The deal would value the startup at $830 billion. SoftBank is considering investing around $30 billion, while Amazon is negotiating a stake of up to $50 billion. Both AI startups are still burning billions of dollars annually. Anthropic expects to break even in 2028, while OpenAI doesn't anticipate reaching that milestone until 2030.
OpenAI develops six-layer context system to help employees navigate 600 petabytes of data
OpenAI has developed an internal AI data agent that lets employees run complex data analyses using natural language. A key technique called “Codex Enrichment” crawls the codebase to understand what tables actually contain.
ChatGPT Agent reportedly lost 75% of its users because nobody knew what it was actually for
OpenAI may shelve ChatGPT Agent just months after launch. Users dropped from four million to under one million, plagued by technical issues and unclear purpose: many didn’t know what to use it for or that it even existed. The branding didn’t help either, suggesting only this mode was agentic when ChatGPT already had agent capabilities.
Read full article about: OpenAI clarifies it won't claim ownership of user discoveries following confusion over monetization plans
OpenAI researcher Kevin Weil pushes back on reports that the company plans to claim a share of discoveries made by individual users, entrepreneurs, or scientists. The clarification follows a blog post by CFO Sarah Friar outlining plans for IP licensing agreements and outcome-based pricing that would let OpenAI share in the value its tools help create.
Licensing, IP-based agreements, and outcome-based pricing will share in the value created.
Sarah Weil, via OpenAI
Weil clarified on X that Friar was referring to interest OpenAI has heard from large organizations in licensing or IP-based partnerships. The company is open to exploring creative ways to partner and align incentives, but "that's not something we're doing today." If it happens in the future, it would be a bespoke agreement with a company, "not something that would impact individual users," Weil says.
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Source: Weil via X
Nearly half of Microsoft's commercial contract backlog is tied to OpenAI
Microsoft posts record cloud revenue but the stock is down double digits. Investors question whether billions in AI spending will pay off, especially with nearly half the cloud backlog coming from one customer: OpenAI.
Read full article about: Nvidia, Amazon, and Microsoft could invest up to $60 billion in OpenAI
OpenAI's latest funding round might hit peak circularity. According to The Information, the AI company is in talks with Nvidia, Microsoft, and Amazon about investments totaling up to $60 billion. Nvidia could put in as much as $30 billion, Amazon more than $10 billion—possibly even north of $20 billion—and Microsoft less than $10 billion. On top of that, existing investor SoftBank could contribute up to $30 billion. If these deals go through, the funding round could reach the previously rumored $100 billion mark at a valuation of around $730 billion.
Critics will likely point out how circular these deals really are. Several potential investors, including Microsoft and Amazon, also sell servers and cloud services to OpenAI. That means a chunk of the investment money flows right back to the investors themselves. These arrangements keep the AI hype machine running without the actual financial benefits of generative AI showing up in what end users pay.
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Source: The Information
Read full article about: OpenAI's Prism combines LaTeX editor, reference manager, and GPT-5.2 in one tool
OpenAI has launched Prism, a free AI workspace for scientific writing. The tool runs on GPT-5.2 and combines a LaTeX editor, reference manager, and AI assistant in a cloud-based environment. Researchers can create unlimited projects and invite collaborators.
The AI has access to the entire document and can help with writing, editing, and structuring. Users can search and incorporate academic literature from sources like arXiv. Whiteboard sketches or handwritten equations can be converted directly to LaTeX via image upload. Real-time collaboration with co-authors is also supported.
Prism is based on Crixet, a LaTeX platform that OpenAI acquired. The tool aims to eliminate the need to switch between different programs like editors, PDFs, and reference managers. Prism is available now for anyone with a ChatGPT account at prism.openai.com. Availability for Business and Enterprise plans will follow later.