Why top talent is walking away from OpenAI and xAI https://t.co/3oTOUpU6SA ...

(本文来自第一财经) OpenAI已与两家获美国国防部选中的国防科技企业合作，参与竞标，为美军开发语音控制的无人机蜂 群指挥软件。OpenAI的技术仅用于将战场指挥官的语音指令转化为无人机可执行的数字指令，不会用 于无人机蜂群的直接操控、武器集成或目标锁定。该项目是美国国防部今年1月宣布的一项1亿美元悬赏 挑战赛的组成部分，旨在开发技术原型，实现对无人机蜂群的指挥，使其能够在无人干预的情况下自主 决策并执行任务。知情人士表示，这项为期六个月的竞赛将分阶段推进，具体取决于参与者的成果与参 与意愿。 ...

"BLOOMBERG TECH" IS LIVE FROM COAST TO COAST WITH CAROLINE HYDE AND ED LUDLOW ED: COMING UP, THE DEFENSE DEPARTMENT ADDS TO A LIST OF FIRMS IT SAYS IT CONNECTED TO THE CHINESE MILITARY BUT THEN PULLS THE LIST. CAROLINE: WE KEEP BEATING THE EARNINGS DRUM. WE WILL BREAK IT ALL DOWN.ED: ANTHROPIC COMPLETES A DEAL TO RAISE $30 BILLION IN FUNDING, DOUBLING THE VALUATION OF THE COMPANY TO $380 BILLION. CAROLINE: PRIVATE MARKETS, PUBLIC MARKETS, WE DO IT ALL ON THIS SHOW. WE THINK ABOUT THE MACRO DATA.THE CPI PRIN ...

Open AAI is unveiling its first model to run entirely on chips from the startup Cerebras. It's a sign of companies diversifying beyond Nvidia's GPUs. Dear Jabosa has more in today's tech check.Very important story here. Deerra. Yeah.So, Kelly, this look, this is not OpenAI's flagship model. This is GPT 5.3% Codex Spark. It's a stripped down coding model built for speed.But an AI speed and cost that can beat raw power. And if the high volume everyday workloads, if they're moving off of Nvidia hardware, that ...

Open AAI is unveiling its first model to run entirely on chips from the startup Cerebras. It's a sign of companies diversifying beyond Nvidia's GPUs. Dear Jabosa has more in today's tech check.Very important story here. Deerra. Yeah.So, Kelly, this look, this is not OpenAI's flagship model. This is GPT 5.3% Codex Spark. It's a stripped down coding model built for speed.But an AI speed and cost that can beat raw power. And if the high volume everyday workloads, if they're moving off of Nvidia hardware, that ...

RT Katrina Manson (@KatrinaManson)OpenAI has partnered with two defense technology companies that the Pentagon has selected to compete to develop voice-controlled, drone swarming software for the US military, according to multiple people familiar with the matter.https://t.co/ubbkWhvLQJ ...

Core Insights - SpaceX is preparing for an IPO later this year, aiming to raise up to $50 billion while implementing a dual-class share structure to maintain Elon Musk's control and address significant debt from the merger with xAI [1][2] Group 1: Dual-Class Share Structure - The dual-class share structure will grant specific shareholders, including Musk, enhanced voting rights, allowing him to retain control despite holding a minority stake [1][2] - This strategy mirrors Musk's previous proposals for Tesla, where he sought to ensure at least 25% voting control [2] - Dual-class structures are common in U.S. tech companies, providing founders with greater decision-making power while critics argue it reduces accountability [2] Group 2: Debt Restructuring - SpaceX faces the urgent task of managing approximately $18 billion in debt accumulated from Musk's acquisition of Twitter and the establishment of xAI [3][4] - Morgan Stanley is expected to play a leading role in the financing plan to alleviate the debt burden before the IPO [3] - The debt from the Twitter acquisition continues to impact xAI, with significant monthly interest payments [3][4] Group 3: Financial Performance and Risks - SpaceX is projected to generate $15 to $16 billion in revenue by 2025, with an EBITDA of around $8 billion and a profit margin of approximately 50% [5] - In contrast, xAI is struggling financially, with only about $210 million in revenue for the first nine months of 2025 and a cash burn rate of $8 to $9.5 billion [5] - SpaceX has committed to investing $2 billion into xAI, but competition for resources in the AI sector remains intense [5][6] Group 4: IPO Timeline and Market Context - SpaceX aims for a record-setting IPO around mid-June 2026, coinciding with significant astronomical events and Musk's birthday [7][8] - The company is expected to be valued at over $1.5 trillion during the IPO, surpassing the previous record set by Saudi Aramco [7] - The timeline for the IPO is considered tight, with necessary regulatory filings and market conditions posing challenges [7][8]

DANI: HAPPY FRIDAY THE 13TH, CPI DATA. 30 MINUTES UNTIL THE START OF THE CASH EQUITY TRADE. MATT MILLER IS ON A WELL DESERVED VACATION. OPEN INTEREST STARTS NOW. DANI: COMING UP, AN INFLATION REPORT CAP IS A BUSY WEEK OF ECONOMIC DATA. CORE CPI RISING IN JANUARY ON HIGHER SERVICING COSTS. THE AI SCARE TRADE CAME FOR A WIDE RANGE OF STOCKS, EVERYTHING LOGISTICS. THAT IS THE LATEST VICTIM. ANOTHER WAVE OF EARNINGS FROM EV'S TO PHARMA AND FOOD. THE LATEST READ ON CORPORATE AMERICA. ONE OF THOSE READS, RIVIAN D ...

vindicated. That is how I feel. I have been a speed maxi when it comes to AI models for a very long time.But no, no. Everybody said quality is by far the most important. Well, no.It turns out speed is just as important. When you are giving agents the ability to go out and get realworld work done for you, and the output of these models aren't limited by how fast a human can read them, then speed is everything. And it feels so good to realize many other people are coming to the same conclusion now.In fact, An ...

What's interesting is some of the same VCs that back OpenAI are backing Anthropic, but talk to us about the gargantuan valuation here. That's right. So this was even more money than Anthropic, and we were initially expecting.The round went from 10,000,000,000 in initial talks to a 30,000,000,000 total, so we have a big bottom number. And, you know, we are seeing what we, you know, have have kind of colloquially referred to as double dipping, or we're seeing investors that maybe used to only focus on one big ...