2026-02-22
This is 1) the best essay I've read in a while on OpenAI's situation specifically, and 2) the whole question around LLMs as a new flavor of compute. Act accordingly. www.techmeme.com/260221/p5#a2...
Benedict Evans
A look at the fundamental questions facing OpenAI: its models have a very large user base but very narrow engagement, incumbents are matching its tech, and more
“Jakub and Mark set the research direction for the long run. Then after months of work, something incredible emerges …
2026-02-21
This is 1) the best essay I've read in a while on OpenAI's situation specifically, and 2) the whole question around LLMs as a new flavor of compute. Act accordingly. www.techmeme.com/260221/p5#a2...
Benedict Evans
A look at the fundamental questions facing OpenAI: its models have a very large user base but very narrow engagement, incumbents are matching its tech, and more
“Jakub and Mark set the research direction for the long run. Then after months of work, something incredible emerges …
2025-05-22
This is such bad news for Apple. Not cause of Ive, cause I'm not sure he still has his fastball, as it were. But because we've been hearing the real play for AI is to kill the iPhone. And Apple is sooooooo... far behind on AI. www.techmeme.com/250521/p37#a...
Bloomberg
OpenAI acquires io, Jony Ive's secretive AI startup, for nearly $6.5B in stock; Ive and LoveFrom will remain independent but take over design for all of OpenAI
OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal …