wsj.com/tech/ai/openai-anthr… [Translated from EN to English]
→ View original post on X — @kimmonismus, 2026-04-06 17:18 UTC
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wsj.com/tech/ai/openai-anthr… [Translated from EN to English]
→ View original post on X — @kimmonismus, 2026-04-06 17:18 UTC

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WSJ obtained confidential financials from both OpenAI and Anthropic ahead of their expected IPOs later this year. The core tension: revenue is exploding, but training costs are exploding faster. OpenAI projects $121 billion in compute spending by 2028, resulting in $85 billion in losses that year alone, even after nearly doubling revenue. Strip out training costs and both companies are near profitability now; add them back and OpenAI doesn't break even until the 2030s. Anthropic expects to get there sooner. Inference costs still eat over half of revenue at both labs, though that share is declining.
→ View original post on X — @kimmonismus, 2026-04-06 17:18 UTC
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My rough estimate is at least 90% of the recently opened accounts. Can Vardar (@icanvardar) i’m convinced 75% of twitter accounts aren’t even real people — https://nitter.net/icanvardar/status/2041185735038935350#m
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Introducing the OpenAI Safety Fellowship, a new program supporting independent research on AI safety and alignment—and the next generation of talent. openai.com/index/introducing-openai-safety-fellowship/ [Translated from EN to English]

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Chen Goldberg from @CoreWeave dropped by the #NVIDIAGTC Studio to discuss how CoreWeave’s AI cloud ☁️ , built on NVIDIA technology, powers production-scale training, inference, and next-gen AI applications. ▶️ Catch up on the episode: nvda.ws/3Q0FWQH
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IMHO this is a decoy, in order to distract away from the fact that OpenAI’s economics don’t make any sense. Mike Allen (@mikeallen) 🚨🚨@sama tells me he feels such URGENCY about the power of coming AI models that @OpenAI is unveiling a New Deal for superintelligence – ideas to wake up DC He says AI will soon be so mindbending that we need a new social contract 👇Altman's top 6 ideas axios.com/2026/04/06/behind-… — https://nitter.net/mikeallen/status/2041099089031356468#m
→ View original post on X — @garymarcus, 2026-04-06 16:30 UTC

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gpt-5.4 up 8.9% in usage this week after OpenClaw gets banned in Claude subscriptions
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OpenAI projecting $121 billion in compute spending for AI research in 2028, with costs climbing to $125 billion annually by 2030.
— Nina Schick (@NinaDSchick) 6 avril 2026
All signs point to the coming compute crunch.
The AI companies with their own physical infrastructure, who create electricity generation as core… https://t.co/BVeTWb7rVb
OpenAI projecting $121 billion in compute spending for AI research in 2028, with costs climbing to $125 billion annually by 2030. All signs point to the coming compute crunch. The AI companies with their own physical infrastructure, who create electricity generation as core
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Salesforce rolls out new Slackbot AI agent as it battles Microsoft and Google in workplace AI venturebeat.com/technology/s… [Translated from EN to English]
→ View original post on X — @craigbrownphd, 2026-04-06 15:50 UTC

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Sam Altman in a nutshell, @newyorker: [Image] [Translated from EN to English]
→ View original post on X — @garymarcus, 2026-04-06 15:45 UTC