Today's Briefing for Thursday, February 26, 2026

OpenAI Deleted ‘Safely.’ NVIDIA Reports. Karpathy Is Still Learning

THE NUMBER: 6 — times OpenAI changed its mission in 9 years. The most recent edit deleted one word: safely. TL;DR Andrej Karpathy — the engineer who wrote the curriculum that trained a generation of developers, ran AI at Tesla, and helped found OpenAI — posted in December that he's never felt so behind as a programmer. Fourteen million people saw it. Tonight, NVIDIA reports Q4 fiscal 2026 earnings after market close: analysts expect $65.7 billion in revenue, up 67% year over year. The numbers will almost certainly land. What matters is what Jensen Huang says about the next two quarters to a room full of people who've started wondering if the AI capex boom is built on solid ground. And this week, Sam Altman flew to India and called AI water usage concerns "completely untrue, totally insane," while OpenAI quietly completed a for-profit restructuring that removed the word "safely" from its mission statement for the first...

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Past Briefings

Sep 12, 2025

Microsoft Pivots to Anthropic AI Services in Major Shift Away from OpenAI Partnership

AI Newsletter - Top Stories This Week --- MUST READ Microsoft to Buy AI From Anthropic in Shift From OpenAI Score: 9.3 | Read Full Article Microsoft is reportedly moving to purchase AI services directly from Anthropic, marking a strategic diversification away from its exclusive partnership with OpenAI. This represents one of the most significant shifts in AI industry alliances since Microsoft's initial $10 billion OpenAI investment. Key Points: • Microsoft's diversification strategy suggests concerns about over-reliance on OpenAI or competitive positioning needs • The move could reshape the competitive landscape between major AI providers and cloud platforms • This...

Sep 12, 2025

DAILYBRIEF Summary

AI Industry Intelligence Subject: The Great AI Realignment: Microsoft's Anthropic Pivot Signals New Power Dynamics EXECUTIVE SUMMARY A seismic shift is reshaping AI industry alliances as Microsoft pivots from OpenAI to Anthropic, while Oracle emerges as an unexpected AI infrastructure winner and Anthropic reaches near-OpenAI valuations. These developments signal the end of the early AI consolidation phase and the beginning of a more complex, multipolar competitive landscape where safety-focused positioning commands premium valuations. MUST-READ DEVELOPMENTS Microsoft's Strategic Divorce: The $13 Billion OpenAI Partnership Under Pressure Microsoft's decision to integrate Anthropic's Claude models into its enterprise suite marks the most significant...

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