







OpenAI Has New Focus (on the IPO)
The Wall Street Journal recently reported that leadership wants OpenAI, the company, to focus. Seems like a plain old business strategy story. Nope! First, in more prosaic terms, the all-hands and …
Read OpenAI’s latest internal memo about beating the competition — including Anthropic
The memo directly mentioned OpenAI’s intensifying competition with Anthropic.

OpenAI Rewrites Contract, Anthropic Returns to Negotiate—The Chaos Continues
In less than a week, the Pentagon blacklisted an AI company for having ethics, declared it a supply chain risk, watched its preferred replacement face a massive user revolt, and then sat down to am…

OpenAI Just Published an Absolutely Bizarre Blog Post
OpenAI published a blog post emphasizing its commitment to safety and harm mitigation. Its promises read as proactive — but are anything but.

Reflections on OpenAI
I left OpenAI three weeks ago. I had joined the company back in May 2024.
From Attention to Intention - The Open Garden
Exploring business models for atproto and the open social web
OpenAI to release open-source model as AI economics force strategic shift
OpenAI plans to release its first open-weight AI model since 2019 as economic pressures mount from competitors like DeepSeek and Meta, marking a significant strategic reversal for the company behind ChatGPT.

How will OpenAI compete? — Benedict Evans
OpenAI has some big questions. It doesn’t have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution. And a lot of the value and leverage will come from new experie

The Product Picnic
Writing on UX and product management to connect today's discourse with classic insights that the industry forgot.

It’s not just the vibes that are off inside OpenAI.
It’s the numbers, too, according to a new Wall Street Journal report, which echoes The Information’s claim earlier this month that CFO Sarah Friar has expressed concern about its IPO plans and CEO Sam Altman’s datacenter spending. It also says the company “missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year,” and other revenue targets. [Link: The vibes are off at OpenAI | https://www.theverge.com/ai-artificial-intelligence/908513/the-vibes-are-off-at-openai | The Verge]

The Next Frontier: Sam Altman on the Future of A.I. and Society
OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO
The company’s CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth.
OpenAI targets workplace professionals as enterprise AI demand surges
‘These leaders recognize AI as the most consequential shift of their lifetime, and they’re asking us how to reinvent their companies around it’

OpenAI creates new unit with $4 billion investment to aid corporate AI push
OpenAI said on Monday it is setting up a new company with more than $4 billion in initial investment to help organizations build and deploy artificial intelligence systems, and will acquire an AI consulting firm, Tomoro, to quickly scale up the unit. After its early models saw strong resonance with consumers, OpenAI has been working aggressively to sign corporate contracts and establish a large presence in the business world where its AI will see large-scale deployment. The new firm, called OpenAI Deployment Company, will help the ChatGPT maker embed engineers specializing in frontier AI deployment into organizations that will then work closely with various teams to identify where AI can make the biggest impact, OpenAI said.
Playing to Win: How Strategy Really Works
How Strategy Really Works. This approach grew out of the strategy practice at Monitor Company and subsequently became the standard process at P&G.

OpenAI releases its framework for AI child safety policies.
The blueprint — created with the help of NCMEC and the Attorney General Alliance — is aimed at “modernizing laws” to address AI-generated CSAM, improving the reporting process, and building systems that interrupt exploitation attempts. [Link: Introducing the Child Safety Blueprint | https://openai.com/index/introducing-child-safety-blueprint/ | OpenAI]
