Max Zeff

New: OpenAI saw the AI coding revolution coming years ago, but was beat to market by Anthropic. This is how OpenAI got in this position, and how a small Codex team spent the last year racing to build a billion-dollar competitor to Claude Code. (yes Codex now has >$1B in ARR)

How often do you see an AI demo and wonder if it’s real? I dug into one of tech’s loudest AI marketers, Salesforce, and found a pretty big gap between promotion and current reality. $CRM bloomberg.com/news/articles/…

AI is mentioned more times in SpaceX's S-1 than Jesus is mentioned in the Bible.

whoa

the revenue will keep recurring, right? RIGHT?!

@inafried exactly

New s from from docdocs

more here: wired.com/story/spacex-i…

Well, the SpaceX S-1 is out... Anthropic's previously announced deal to rent compute from SpaceX is worth $1.25B a month, per disclosures. That means Anthropic will pay SpaceX $15B a year until 2029. SpaceX says it has plans to strike similar deals in the future.

👀

Airbnb chief Brian Chesky is onstage at the company’s summer launch event in SF. So far, he’s announced that the Airbnb app will now offer services around grocery delivery, luggage storage, and car rentals.

me: i'd like to search for a friend ig: 𝚝𝚑𝚊𝚗𝚔 𝚢𝚘𝚞 𝚏𝚘𝚛 𝚞𝚜𝚒𝚗𝚐 𝙼𝚎𝚝𝚊 𝙰𝙸, 𝚢𝚘𝚞 𝚑𝚊𝚟𝚎 𝚋𝚎𝚎𝚗 𝚛𝚎𝚐𝚒𝚜𝚝𝚎𝚛𝚎𝚍 𝚊𝚜 𝚊 𝙼𝚎𝚝𝚊 𝙰𝙸 𝚍𝚊𝚒𝚕𝚢 𝚊𝚌𝚝𝚒𝚟𝚎 𝚞𝚜𝚎𝚛 🙃

Here's a link to the letter: spacexai-risks.org and a link to Guidelight's website: guidelight.ai

I spoke to @sjgadler and @michaelhpage about their new nonprofit, Guidelight AI Standards, which was a key author and signatory of this letter. They hope to hold AI labs accountable for safety, and also make AI safety more legible to other industries. wired.com/story/ex-opena…

New: Former OpenAI staffers and a group of nonprofits published a letter Tuesday warning that xAI could become a liability for the SpaceX IPO due to "unpriced risks" around safety. They claim xAI's poor safety record could expose it to unique regulatory and litigation risks.

i think this @polynoamial question got to him

i've asked a lot of AI researchers this question and the two overwhelming responses I get are 1) AI might automate the toil but it won't automate the ideas I come up with anytime soon and 2) when it happens, i'll be fine cause i've already made my nut could be sandbagging bc their on a hot mic but 🤷‍♂️

ironically think it’ll be a sad time for ai researchers this year. they are first in the hotpath of RSI and probably the market for them will shrink or at least their pricing power will be reduced as this generation of models commoditizes the skills that made them rare

Musk responds on the statute of limitations ruling, which he calls a "calendar technicality" x.com/elonmusk/statu…

I'm seeing lots of confusion about why the statute of limitations issue came to a trial at all. Musk and OpenAI disagreed about when Musk could have reasonably become convinced that OpenAI was "stealing a charity," as he alleges. Because this case was filed in 2024, Musk had to argue that the OpenAI charity was stolen after 2021 (within the statute of limitations). Musk claimed it happened in 2023, when MSFT invested $10B in OpenAI's for-profit arm. But OpenAI argued that Musk could have discovered that it was creating a for-profit arm, and that it would raises billions, years earlier. Evidence revealed in the case showed that Altman sent Musk an OpenAI summary term sheet in 2018, revealing their plans to create a for-profit arm next year (in 2019) and raise more than $10B for it in the future. Musk testified that he never read the whole document (which was 4 pages). Dating back to 2017, there were other discussions about the need to raise billions of dollars for OpenAI and converting it into a for-profit—one idea was folding OpenAI into a B-corp within Tesla. But because there was a disagreement on the timeline, a jury was asked to help decide the core facts of the case, including when Musk could have become convinced that a "charity stealing" really happened. The jury never even got to reveal whether they thought the OpenAI charity was stolen, because they unanimously decided that Musk's claim should be thrown out on a timeliness issue.

OpenAI’s lawyers have fallen back into a room. Hearing clapping and cheering

One word statement from Elon Musk’s lawyer Marc Toberoff to reporters walking out of the courtroom: “Appeal.”

Jury unanimously rules that Musk's claims are dismissed on the timeliness issue... He filed his lawsuit too late. Court affirms it will uphold the jury's decision. It's over. Musk loses his lawsuit against OpenAI