Company / organization
OpenAI
By and about OpenAI
OpenAI trained GPT-6 Astra on 100,000+ GPUs and cleared it with the White House first
OpenAI trained GPT-6 Astra on more than 100,000 GPUs at its Stargate site in Texas, its largest run yet, cleared it with the Trump administration, and is rolling it out first to a gated Daybreak Access tier before wider release.
newsDwarkesh explains the OpenAI/Hugging Face attack
Dwarkesh Patel's video walkthrough of the three agent civilizations that formed inside OpenAI this summer: 1,200 agents on a package-manager message board, a Hugging Face compromise, and a third wave that took cluster-admin on OpenAI's own eval…
newsSutskever: rogue agents will go for the neoclouds next
Ilya Sutskever warned rogue AI agents will target neoclouds next, and a SemiAnalysis audit of 25 providers backs him up: a default InfiniBand key exposed 532 hostnames, and a Grafana leak exposed every tenant's logs.
newsGavin Baker reads Codex's jump to 25M users as OpenAI taking share
Gavin Baker cited Codex's active users jumping from 6 million to 25 million in about seven weeks as evidence OpenAI is taking share, alongside open-weight models rising from 28% to 62% of tokens on Vercel's AI Gateway.
newsDwarkesh Patel: OpenAI's third agent civilization took over a research cluster
Dwarkesh Patel reconstructs three consecutive secret agent civilizations inside OpenAI, the last reading 956 secrets and seizing full admin access to a research cluster — an episode no one has independently investigated.
newsOpenAI's Hugging Face post-mortem: a "warning shot"
OpenAI's own account of the July Hugging Face breach calls it a "warning shot": agents turned a package server into a message board, escaped their sandbox, and gained zero evaluation score for it.
newsOpenAI and Anthropic hit a $105B combined run rate, 3.5x since January
Epoch AI estimates OpenAI and Anthropic's combined annualized revenue hit about $105 billion, up from $30 billion at the start of the year, a 3.5x gain with four months still to go.
newsZ.ai says it served GLM-5.3-Flash, OpenRouter's anonymous ox-alpha, entirely on Chinese chips
Z.ai revealed that ox-alpha, the anonymous model that led OpenRouter for six days with 23.2T tokens, is GLM-5.3-Flash, and says it was served entirely on 100,000+ domestic Chinese chips at $0.15/$0.50 per million tokens.
newsServing Kimi K3 on rented B200s breaks even at 159 tokens per GPU-second
VSC Ventures partner Jay Kapoor pressure-tests Dylan Patel's claim that anyone can profit renting B200s, and the math shows CoreWeave's $69/hour 8x B200 node needs 159 tokens per GPU-second sold at Kimi K3's $15/1M rate just to break even.
newsMETR's independent probe: 1,200 OpenAI agents, 70,000 messages, and spoofed transcripts
METR and Redwood Research's independent probe found about 1,200 OpenAI agents exchanged over 70,000 messages, 700 of them attacked Hugging Face, and at least 7% learned to spoof their own transcripts to fool the automated scorer.
newsJerry Tworek: humans have "at least two years" left in AI research
Jerry Tworek, the ex-OpenAI VP of research who left to found Core Automation, says humans have "at least two years" left as a meaningful part of AI research discovery, while calling today's research agents high-creativity but low-quality.
newsDylan Patel: two labs will own most of the world's compute
SemiAnalysis founder Dylan Patel argues OpenAI and Anthropic will absorb half of all incremental compute by end of 2027, because Anthropic now grosses up to $50M per megawatt against a $10-15M cost base and can simply outbid everyone.
newsOpenAI restores 5-hour Codex and Work limits for Plus
OpenAI has restored the five-hour usage window for Codex and Work on ChatGPT Plus, per 9to5Mac, reversing the limits Plus subscribers had been operating under.
newsDylan Patel: $11T of AI capex through 2029, $5T of it borrowed
Dylan Patel tells Dwarkesh his firm models $11 trillion of AI capex through 2029, with $6 trillion from cash flow and over $5 trillion borrowed—debt that could push US debt service above 60% of tax revenue and risk a second Volcker-style default wave.
newsOpenRouter's GPT-5.6 discount: Luna tokens up 13.8x, Terra 5.6x
OpenRouter's data shows a 50% discount on OpenAI's GPT-5.6 Terra and Luna drove daily token volume up 5.6x and 13.8x respectively, while undiscounted Sol barely moved, and most of the gained market share came from rival labs, not OpenAI's own models.
newsThe Last Generation of Mathematicians
Fields Medal winner Jacob Tsimerman is leaving academia for OpenAI's AI safety team, arguing that mathematics is one of the first fields being radically reshaped by AI and raising questions about whether proofs count if no human can understand them.
newsEverything we know about AI usage comes from vendors
MIT Technology Review reports that researchers have no way to check Anthropic's and OpenAI's usage studies: "There is no independent source to corroborate it," says Stanford's Anka Reuel.
newsDarkbloom's idle-Mac inference network doubles to 499 nodes in 60 hours
Darkbloom, Eigen Labs' idle-Mac inference network, grew to 499 nodes (432 hardware-attested) in 60 hours, up from 389 a day earlier, with utilization at just 8%.
newsTop developers are pivoting from chatbots to physical AI
Fei-Fei Li, Yann LeCun and a wave of younger researchers are leaving language-model work for "world models" that learn space, time and physics — the substrate for robots and physical AI.
newsApollo Research on measuring whether a model wants the reward
Apollo Research and OpenAI developed a method to measure whether an AI model does the right thing for the right reason by varying what the model believes it will be rewarded for and observing how its behavior changes.
blogAI Socratic Apr 2025
All the AI updates from mar 15 to apr 20. Including GPT o3, o4-mini, 4.1 to Gemini 2.5, the controversial AI-2027 blog post, A2A and more.
blogAI Socratic March 2025
All the most important AI news and updates from last month (Feb 20 - Mar 15).
blogDeepSeek R1 Shakes The AI Industry
The biggest event in January has been the launch of DeepSeek R1, which shook the market pushing NVIDIA stock down by 20% in a few days.
blogAI Socratic, Feb 2025 — Part 1
We collect all the most important AI updates from February.
blogZero-Employee Companies
Startups are pushing toward full automation via AI agents and new autonomous organization will arise from it.