Core Insights - OpenAI's CEO Sam Altman emphasizes the company's strong growth momentum despite increasing competition from Anthropic, with ChatGPT's monthly growth rate exceeding 10% again [1][7] - ChatGPT has surpassed 800 million weekly active users, while competitors like Google and Anthropic are rapidly catching up [1][7] - OpenAI's Codex product has seen a significant growth of approximately 50% in just one week, directly competing with Anthropic's Claude Code [1][7] Company Developments - OpenAI is preparing to launch a new version of its chat model this week [1][7] - The company recently released the updated Codex model GPT-5.3-Codex and introduced a standalone application for Mac users [1][7] - Internal communications describe Codex's growth as "extremely crazy," indicating a strong market performance [1][7] Advertising Strategy - OpenAI plans to test advertising features within ChatGPT, which will be clearly labeled and positioned at the bottom of responses, ensuring they do not affect the content of replies [2][9] - Altman has publicly refuted claims made by Anthropic regarding OpenAI's advertising strategy, labeling them as misleading [2][9] - Long-term projections suggest that advertising revenue will account for less than half of OpenAI's total revenue [2][9] Funding and Investor Relations - OpenAI is nearing the completion of a new funding round potentially worth up to $100 billion, with executives actively communicating the company's growth story to investors [5][12] - The funding round may be divided into two parts, with initial investments from Microsoft, Nvidia, and Amazon, followed by contributions from SoftBank and others [6][12] - Previous funding rounds included a $41 billion raise in March 2025, with SoftBank contributing $30 billion [6][12]

Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we'll be diving into. It was a recordbreaking day on Wall Street. The Dow holding above 50,000 as investors gear up for a busy week.We've got the takeaways of the trade today. Plus, the race to go public is heating up between s ...

OpenAI and Anthropic just dropped their new frontier coding models, and they could not be more different. Here's what it's like to give each of them a coding task. Opus 4.6% says, "Cool. Let me go build that for you. I'll only edit the files that make the most sense for exactly the task at hand. I'll be back in a few minutes." GPT 5.3% codeex.Wow. Let me look up the entire encyclopedic knowledge of the entire universe. Then let me touch every single file that you've ever touched in your lifetime as a develo ...

OpenAI started testing ads in ChatGPT on Monday, hours after Anthropic's Super Bowl commercials mocked the idea. The $8 billion loss explains why. https://t.co/8C0X8wVSae ...

Hello and welcome to market domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go now until the closing bound.Stocks are higher here. The Dow holding above that 50,000 level. Our very own Jared Blickley is standing by with all the headlines.Jared, >> get your Dow 51,000 hats. Uh but probably not today just yet. Uh we're looking at some very small gains here.Nevertheless, close to the open. Uh within the first hour, the Dow Dow notched a record intraday high. We'll see w ...

You're upgrading your view on OpenAI and its orbit. In plain English, explain why, Gil, and why public market investors who are listening right Gil, why should they care. >> Well, yes, this really is about open AI.And if you've looked at the stocks for the last six months, what you've seen is that the market has decided that Google is the only winner and then the whole open AI complex orbit is lost. Right. So that's why Google has outperformed Microsoft, Nvidia, Oracle so much over the last six months.What ...

You're upgrading your view on OpenAI and its orbit. In plain English, explain why, Gil, and why public market investors who are listening right Gil, why should they care. >> Well, yes, this really is about open AI.And if you've looked at the stocks for the last six months, what you've seen is that the market has decided that Google is the only winner and then the whole open AI complex orbit is lost. Right. So that's why Google has outperformed Microsoft, Nvidia, Oracle so much over the last six months.What ...

Core Insights - Software stocks experienced a significant sell-off due to heightened fears regarding AI disruption, with Jefferies analysts suggesting that the negative sentiment is overly harsh and premature [1][1][1] Group 1: Market Sentiment and Valuation - The iShares Expanded Tech-Software Sector ETF ([IGV]) fell approximately 8% last week, resulting in a 22% decline since the beginning of the year [1][1] - Over 40% of the software stocks covered by Jefferies are trading near historically low valuations, indicating potential buying opportunities for investors [1][1] - Sentiment among software investors is reported to be nearly as negative as during the 2008 Global Financial Crisis and the Dotcom Crash [1][1] Group 2: AI Impact on Software Industry - Concerns about AI-driven competition and "vibe coding" are seen as threats to existing software demand and industry margins [1][1] - Jefferies estimates that AI contributed no more than 3% of revenue for application software companies in its coverage last year, highlighting the current limited impact of AI on software revenues [1][1] - The transition from AI development to deployment has raised new concerns about the future of the software industry [1][1] Group 3: Long-term Outlook and Opportunities - Jefferies believes that fears surrounding AI will ultimately prove to be exaggerated, with long-term benefits expected for software providers that adapt to AI transformations [1][1] - Companies with superior access to data, established distribution networks, and integration into enterprise workflows are positioned to succeed in the evolving landscape [1][1] - Potential catalysts for a rebound in software stocks include clarity on the intentions of AI model providers and evidence of software companies benefiting from AI [1][1]

As Anthropic expands into India, a local software company has filed a court complaint saying it was already using the name “Anthropic,” spotlighting how the rapid global push of AI firms can collide with local incumbents. The filing comes amid Anthropic deepening its focus on India, announcing an India office last October and more recently appointing former Microsoft India managing director Irina Ghose to lead its operations in the country, underscoring the South Asian market’s growing importance to glob ...

Welcome everyone to this webinar on observing uh agents and how agent observability powers agent webinar on observing uh agents and how agent observability powers agent evaluation. Uh my name is Harrison. I'm the co-founder CEO.Joined with me is VC. Do you want vec. Do you want to do a quick intro.>> Yeah, sounds good. Yeah, super excited to be talking about this. I'm Vivec.I work on a bunch of our deep agents work here at LinkedIn. Awesome. So, it's right at the top of the hour and I see a bunch of people ...