Morning Briefing
Morning Briefing · Oct 9, 2026
The day revenue and proofs got marked down: Debt-funded compute sells off, and Bengio rejects safety from inside the labs
The FT reported that OpenAI's annualized revenue was close to $50 billion, not about $70 billion, and stocks of companies building compute with debt fell sharply. On the same day, OpenAI withdrew 3 math manuscripts, and Bengio urged safety researchers to leave the labs. In several separate cases, outsiders marked down numbers that companies and models had reported about themselves.
Morning Briefing · Oct 8, 2026
Capabilities paused, products still shipping: OpenAI posts 722 math manuscripts and rolls GPT-6 out to everyone, as rates, not AI, weigh on markets
Morning Briefing · Oct 7, 2026
OpenAI apologizes to Australian parliament for Medicare intrusion and backs mandatory disclosure; Anthropic follows suit and opens Mythos to vetted outsiders the same day
Morning Briefing · Oct 6, 2026
New York City Council puts frontier labs under oath as Altman says the world should "accept some bad things" — who decides how much AI risk to tolerate?
Morning Briefing · Oct 5, 2026
The administration's new "super intelligence" body puts the investigator and the coordinator in one person
Morning Briefing · Oct 4, 2026
Former OpenAI safety lead reportedly writes that the company's "culture is broken" as OpenAI releases misalignment reports piecemeal during its pause
Morning Briefing · Oct 3, 2026
A bipartisan agent liability bill joins the voluntary White House pact; Nasdaq hits a record on weak jobs data
Morning Briefing · Oct 2, 2026