# openai

OpenAI wedged a $100/month plan between its $20 Plus and $200 Pro tiers, promising higher Codex limits and explicitly targeting Anthropic’s Claude. But its honeymoon limits expire May 31, so the plan may feel less generous afterward.

Anthropic’s annualized revenue has topped $30B, passing OpenAI’s $24B, while its model-training spend is about one-quarter as large. SaaStr breaks down six angles showing how the AI arms race’s business logic is shifting.

Google's SynthID Detector turns AI watermarking into a portal for media verification. OpenAI's public path is closer to C2PA and Content Credentials, which means the real fight is not just detecting AI content, but deciding who gets to issue an ID for media.

OpenAI's GPT-5.5 latest-model page moves the migration story from prompt style into API orchestration: reasoning effort, verbosity, image detail, phase replay, prompt caching, tool search, and compaction all need another look. GP-189 covered prompting; this short CP covers the engineering checklist.

OpenAI quietly open-sourced Euphony — a browser-based viewer for Harmony chats and Codex session logs (Apache 2.0). Four telling details buried in the source: a 2-line AGENTS.md, gpt-tokenizer as a runtime dep, translation needing the user's own API key, and a self-written SSRF warning.

OpenAI launched GPT-5.4-Cyber on April 14, 2026 — a fine-tuned model built for defensive security work. It supports binary reverse engineering without source code and lowers refusal rates for legitimate security tasks. Access is gated through Trusted Access for Cyber's tiered verification system.

Ahead of its IPO, OpenAI killed Sora while Disney exited a licensing deal. A reported model codenamed Spud is ready, and the company appears to be narrowing from 'do everything' toward one super app.

Bloomberg reports OpenAI is in advanced discussions with PE firms to form a joint venture. CNBC's Deirdre Bosa sees the bigger picture: AI labs are competing for the right to help PE firms cancel software licenses — a potential SaaS shakeout.

OpenAI announced that GPT-5.4 Thinking and GPT-5.4 Pro are rolling out on ChatGPT, with GPT-5.4 also available via the API and Codex. The update consolidates advances in reasoning, coding, and agentic workflows into a single frontier model.

OpenAI added CoT controllability to GPT-5.4 Thinking's system card: can a model deliberately hide its reasoning? It scored just 0.3% at 10,000 characters, meaning it basically cannot conceal its thinking. For safety, that is useful news.

Epoch AI: Anthropic's revenue growth (~10x/year) outpaces OpenAI's (~3.4x/year) since crossing $B. Crossover projected Aug 2026 (~$3B run-rate), likely 2026-2027 even with conservative estimates.

SWE-bench: Claude Opus 4.5 (76.8%) unexpectedly beat 4.6 (75.6%) for #1. MiniMax M2.5 tied for #2 at 1/20th Opus's price, with 4 Chinese models in top 10. GPT-5.3-Codex missed due to no API. Bonus: Claude for Chrome to add chart labels.

GPT-5.2 derived a new physics formula that textbooks said was zero for decades. It simplified superexponentially complex gluon equations, spotted a pattern, and proposed a general formula — then proved it in a 12-hour reasoning session. Co-authored with Harvard, Cambridge, and IAS.

Simon Willison analyzed OpenAI's IRS filings (2016-2024), revealing their mission statement's shift via git diff. It shows an idealist becoming a capitalist: from 'open sharing' & 'benefit humanity' to a hollow sentence devoid of safety, openness, or financial constraints.

OpenAI's Responses API now uses 'Skills' via the shell tool: reusable instruction bundles loaded by models as needed. Simon Willison found inline base64 skills in JSON requests neatest. Skills fill the 'missing middle layer' between system prompts and tools, preventing bloat.

OpenAI is testing personalized ads in ChatGPT for Free/Go users, using chat history. This move is ironic given Anthropic's Super Bowl ad mocking AI chatbot ads, which Sam Altman called 'elitist.' The "enshittification playbook" is now impacting private AI conversations.

OpenAI released GPT-5.3-Codex-Spark, its first model on Cerebras chips. It's incredibly fast (>1000 tokens/sec, 80% lower latency), but smaller, no auto-tests, Pro-only. This marks OpenAI's first production deployment on non-Nvidia hardware, redrawing the AI compute landscape.

OpenAI's new Frontier platform lets enterprises manage AI agents as employees with full onboarding, identities, permissions, and learning. Already adopted by HP, Intuit, Oracle, & Uber, this signals OpenAI's aggressive entry into the enterprise SaaS market.

OpenAI & Ginkgo Bioworks used GPT-5 with an automated lab. AI designed, ran, and analyzed experiments over 6 cycles/36k reactions. Protein production cost cut 40% ($698 to $422/gram). Real science, not a demo.

Just weeks after OpenAI started testing ads in ChatGPT, Anthropic announced 'Claude will never have ads' — and bought a Super Bowl ad to make the point