Business

Markets

Business / Markets

OpenAI's New Deal: AI is Coming to Washington

OpenAI’s new industrial-policy initiative is more than a policy paper. With a DC workshop, research grants, and a sharper push into enterprise and government deployment, the company is signaling that AI’s next phase is not just about technology, but about institutions.

Negotiate the Future - April 7, 20264/7/26

Anthropic’s 30 Billion Run-Rate Continues Explosive Revenue Growth

Business / Markets

Anthropic’s 30 Billion Run-Rate Continues Explosive Revenue Growth

Anthropic said April 7 that its revenue run-rate had surpassed 0 billion. The figure underscores the company’s rapid growth, but it also highlights a deeper comparability problem: OpenAI and Anthropic may be presenting annualized revenue on different accounting bases.

Negotiate the Future4/7/26- April 7, 2026

OpenAI Shuts Down Sora as “Spud” Advances and Leadership Shifts to Compute

Business / Markets

OpenAI Shuts Down Sora as “Spud” Advances and Leadership Shifts to Compute

OpenAI is discontinuing Sora months after launch, advancing a new frontier model, and shifting leadership focus toward data centers and capital deployment.

Negotiate the Future3/24/26- March 24, 2026

Nvidia Unveils Vera Rubin Platform at GTC 2026, Projects $1 Trillion in AI Chip Demand

Business / Markets

Nvidia Unveils Vera Rubin Platform at GTC 2026, Projects $1 Trillion in AI Chip Demand

Huang's statement signals Nvidia's confidence in sustained high-demand growth as enterprises and cloud providers scale generative AI applications.

Negotiate the Future3/23/26- March 23, 2026

Dallas Fed: AI Is Simultaneously Aiding and Replacing Workers

Business / Markets

Dallas Fed: AI Is Simultaneously Aiding and Replacing Workers

The Dallas Fed finds industries most exposed to AI are cutting jobs while boosting wages for remaining workers, split along lines of experience.

Negotiate the Future3/12/26- March 12, 2026

OpenAI and Anthropic Move to Secure the AI Agent Pipeline

Business / Markets

OpenAI and Anthropic Move to Secure the AI Agent Pipeline

OpenAI acquires Promptfoo for enterprise red-teaming as Anthropic launches automated code auditing, both responding to a surge in AI agent vulnerabilities.

Negotiate the Future3/11/26- March 11, 2026

Speed as a Vector of Intelligence: GPT-5.3 Spark, GPT-5.4, and Cursor Composer 1.5

Business / Markets

Speed as a Vector of Intelligence: GPT-5.3 Spark, GPT-5.4, and Cursor Composer 1.5

Three product releases in five weeks have reframed tokens per second as the defining competitive axis in AI-assisted software development, with OpenAI and Cursor each making distinct bets on what speed means.

Negotiate the Future3/11/26- March 11, 2026

JPMorgan Chase Airs National Ad Campaign for $1.5 Trillion Technology Infrastructure Initiative

Business / Markets

JPMorgan Chase Airs National Ad Campaign for $1.5 Trillion Technology Infrastructure Initiative

The ad makes no reference to the commercial nature of the initiative or to the returns the bank expects.

Negotiate the Future3/8/26- March 8, 2026