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Google snags OpenAI's head of private equity
OpenAI lost its head of private equity to Google as leading AI labs launch fresh partnerships with PE firms to sell their tools.
Wall Street opens up its partnership playbook for AI
Finance giants are teaming up with OpenAI and Anthropic to help them spin up consulting arms. It's a classic strategy Wall Street has deployed before.
OpenAI Fast-Tracking AI Phone for 2027 Launch, Says Kuo
OpenAI is said to be fast-tracking development of its first "AI agent phone," with the company now aiming to mass produce the device as early as the first half of next year, according to industry analyst Ming-Chi Kuo. Late last month, Kuo revealed OpenAI's work on a smartphone, contradicting earlier reports that the company had no plans to enter the mobile market.
OpenAI Picks MediaTek Over Qualcomm For Its First Smartphone, Customizing The Dimensity 9600 With A Dual-NPU Architecture To Challenge The iPhone
OpenAI's smartphone will use a customized Dimensity 9600 chip, replete with a dual-NPU architecture and enhanced HDR for visual sensing.
OpenAI's head of sales leaves for role at Thrive Capital
Dyett joined OpenAI in 2023, shortly after the company underwent a period of explosive growth with the launch of its ChatGPT chatbot.
Big Tech Targets Drug Discovery with Wave of Life Science Platforms
AWS, OpenAI, and Anthropic have all unveiled specialized AI workflows that promise to accelerate scientific discovery
Musk asked Brockman to settle days before OpenAI trial: court filings
Elon Musk contacted OpenAI's president two nights before his civil trial against the company was due to begin, according to court documents filed on Sunday.
OpenAI adds AI pets to its Codex coding tool
The animated companion tracks your work in the background.
Sam Altman says Elon Musk can come to his ChatGPT 5.5 party
Sam Altman and Elon Musk, OpenAI cofounders turned rivals, are locked in a legal battle over the direction of the company.
OpenAI Introduces AI-Generated Pets For Its Codex App
It’s like Microsoft’s Clippy, but useful.
OpenAI’s Revenue Chief Says Enterprise Business ‘Accelerating’
A recent report raised concerns about OpenAI missing its growth targets.
ChatGPT Became So Obsessed With Goblins That OpenAI Had to Intervene
The company says attempts to make a ‘nerdy’ personality for the bot led to odd word choices.
4 things you missed from Musk v. Altman trial this week
Elon Musk faced another day of cross-examination. Jared Birchall, Musk's wealth manager, was the next witness called in the blockbuster OpenAI trial.
As artificial intelligence show off diagnostic chops, scientists reckon with the way forward
On Thursday, researchers published in Science the results of a study that tested an OpenAI model on diagnostic and clinical reasoning tasks.
OpenAI's New AI Models Ordered To Never Talk About 'Goblins, Gremlins And Ogres'
OpenAI Codex CLI instructs GPT models not to mention goblins gremlins or similar creatures unless relevant
'The Goblins Came Back to Haunt Us': OpenAI Explains How ChatGPT's 'Nerdy' Personality Got Out of Control
OpenAI is ready to talk about ChatGPT’s goblin obsession.
OpenAI blames ‘nerdy personality’ for ChatGPT obsession with goblins
The company said in a blog post that it ended up retiring the “nerdy” personality entirely, but the issue remained, forcing it to create a specific override code instruction.
OpenAI talks about not talking about goblins
References to goblins and gremlins spiked with the release of GPT-5.1’s ‘Nerdy’ personality, and then spread to other models.
Thanks to Musk v. Altman lawsuit, it's now public record that Gabe Newell emailed Elon Musk to get his pal Hideo Kojima a tour of SpaceX and OpenAI
The man really wants to go to space.
OpenAI Codex system prompt includes explicit directive to "never talk about goblins"
Directions also include system instructions to act like "you have a vivid inner life."
OpenAI wants its AI to stop talking about goblins randomly
OpenAI included a line in Codex's instructions restricting references to goblins, gremlins, trolls, and ogres, and even Sam Altman joined the memes.
OpenAI wants its AI to stop talking about goblins randomly
OpenAI included a line in Codex's instructions restricting references to goblins, gremlins, trolls, and ogres, and even Sam Altman joined the memes.
Blackstone Forms New Unit to Oversee AI, High-Growth Tech Bets
Blackstone Inc. is folding its growth business into a new West Coast-based division that will focus solely on the alternative investment giant’s artificial intelligence portfolio, which includes OpenAI and Anthropic PBC.
OpenAI won the AI compute race. The business model is next.
Sam Altman's "compute is destiny" bet looks right, but AI giants face big questions on costs, revenue, and demand for smarter models.
AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: ‘Everything is going to be remade’
In an interview with Fortune, the CEO of Amazon Web Services discussed the company's new push into productivity software as well as its partnership with OpenAI.
AWS CEO Matt Garman sees huge business opportunity for Amazon in AI-powered software: ‘Everything is going to be remade’
In an interview with Fortune, the CEO of Amazon Web Services discussed the company's new push into productivity software as well as its partnership with OpenAI.
OpenAI Really Wants Codex to Shut Up About Goblins
“Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures unless it is absolutely and unambiguously relevant,” reads OpenAI's coding agent instructions.
What smart people are saying after OpenAI reportedly missed targets
A report that OpenAI missed on internal growth targets raised fresh concerns about AI demand. Here's what traders and scientists think.
Are OpenAI's CEO and CFO getting along?
Shepherding OpenAI through a mammoth IPO is the core job for the company's CFO. If she and her CEO aren't aligned, that makes the job way harder.
Stock market today: Tech stocks tank on report OpenAI missed targets
A report that OpenAI missed key 2025 targets is hitting tech stocks at a critical time for the AI trade, with investors gearing up for tech earnings.
Qualcomm stock draws attention after major OpenAI news
QCOM shares reacted to a major development with the AI giant ahead of earnings this week.
Altman makes courtroom appearance as potential jurors slam AI, Musk
OpenAI CEO Sam Altman was spotted at a California courthouse, where some potential jurors shared unfavorable views about AI — and Elon Musk
OpenAI reportedly working on its own smartphone based around AI agents
Many have thrown around the idea that AI will replace the smartphone, but it seems even OpenAI disagrees as the...
OpenAI and Microsoft strike new deal. See what changed.
Under its new agreement with Microsoft, OpenAI has the green light to work with other cloud providers like Amazon — with some strings attached.
OpenAI could be making a phone with AI agents replacing apps
The phone could go in mass production in 2028, an analyst says.
Qualcomm surges on report of OpenAI tie-up for AI smartphone processors
Qualcomm shares jumped 13% in premarket trading on Monday after an analyst said OpenAI was working with the chip designer and Taiwan's MediaTek to develop smartphone processors.
Qualcomm shares jump 9% premarket on report of OpenAI smartphone chip partnership
Investing.com-- Qualcomm shares jumped sharply in premarket Monday trading, extending gains after a strong move in the prior session, as fresh analyst commentary pointed to a potential long-term catalyst tied to OpenAI. The stock rose about 9.2% in premarket trading after TF International Securities analyst Ming-Chi Kuo said industry checks suggest OpenAI is working with Qualcomm and MediaTek to develop smartphone processors. Kuo is a highly prominent, Taiwan-based technology analyst renowned fo
The Musk v Altman trial: Who's who in the tech titan showdown
Elon Musk takes Microsoft and OpenAI's Sam Altman to trial on Monday. Witnesses include Satya Nadella, Shivon Zilis, Mira Murati, and Greg Brockman.
OpenAI just updated its principles with 3 key changes
Sunday's version was a 180-degree shift from the company's 2018 guidelines on collaboration and avoiding competition with rival labs.
OpenAI Building A Custom Smartphone Processor With Qualcomm and MediaTek, Targeting 300-400 Million Annual Smartphone Shipments to Dethrone Apple’s iPhone
OpenAI's strategy upends Apple's business model, which is all about milking revenue from its ecosystem of services built on smartphone apps.
Elon Musk is taking Sam Altman's credibility to court
Elon Musk's lawsuit against Sam Altman asks jurors to dig into grievances that stretch back to OpenAI's founding.
Sam Altman had a millennial moment with Gen Alpha internet slang
The OpenAI CEO, 41, tried his hand at Gen Alpha internet slang and it didn't really go well.
Sam Altman apologizes to Canadian community after mass shooting
OpenAI CEO Sam Altman has apologized to a community in Canada after a mass shooting by a banned ChatGPT user.
Now we know who paid $100,000 to unlock a Sam Altman podcast interview
A rare podcast featuring OpenAI's top executives was behind a paywall. Someone spent $100,000 to make it free to the public.
OpenAI's Denise Dresser: Enterprise customers will be 50% of business by year-end
Denise Dresser, OpenAI chief revenue officer, joins 'Power Lunch' to discuss the company's latest model, GPT 5.5, the enterprise part of the business and much more.
Ranked: AI Models U.S. Businesses Pay For
OpenAI has long been the leader for paid usage by U.S. businesses, but Anthropic has closed the gap with tools like Claude Code and Cowork.
AMA calls for regulatory crackdown on chatbots, wellness AI
In this edition of STAT Health Tech: OpenAI's targets clinicians, AMA's call for regulatory crackdown, and bargain-basement telehealth visits.
SpaceX and Cursor: What smart people are saying about the $60B deal
Partnering with Cursor could be a crucial step for Elon Musk to get ahead of AI rivals like OpenAI and Anthropic.
Elon Musk explores Mistral partnership to take on AI rivals
Musk is eyeing a collaboration with French startup Mistral to help xAI catch Anthropic and OpenAI.
Sam Altman: Anthropic is using 'fear' to tout Claude Mythos
OpenAI CEO Sam Altman said in contrast to Anthropic's recent moves, OpenAI would err on the side of giving more people access to AI models.
The birthplace of OpenAI is on the market for $1.5 million
Greg Brockman's former residence in the Mission, where OpenAI's founders worked before they had an office, is now for sale at around $1.5 million.
Florida launches criminal probe into whether chatbot aided suspect in deadly campus shooting
Florida AG launches criminal investigation into OpenAI, alleging ChatGPT advised the suspect in the deadly Florida State University mass shooting.
OpenAI Beefs Up ChatGPT's Image Generation Model
The ChatGPT Images 2.0 model is here. Our testing shows it's better at creating more detailed images and rendering text, but it still struggles with languages other than English.
OpenAI’s updated image generator can now pull information from the web
ChatGPT Images 2.0 can create more “sophisticated” images, according to OpenAI.
ChatGPT's new Images 2.0 model is surprisingly good at generating text
ChatGPT Images 2.0, the newest image generation model from OpenAI, shows just how much AI capabilities have evolved over the last few years.
OpenAI teases next AI announcement coming today, here's what to expect
OpenAI has teased its next AI software product announcement happening later today. The teaser gives us a good idea of...
Why OpenAI is ‘running at lightning speed’ to build an ad business
The AI ad wars have officially begun, and OpenAI is staffing up and dropping rates to lure brands away from the likes of Meta and Google.
OpenAI Takes Aim at Google with New Image Model
If you’ve been on X or Reddit in recent weeks, you’ve likely seen images created by an upcoming model from OpenAI floating around. Sharp-eyed people have pointed out that the new model is potentially being tested with some ChatGPT users and on leaderboards under code names.The images generated ...
3 executive departures shake up OpenAI's leadership team
OpenAI loses three executives as it sharpens its business focus and faces rising pressure from Anthropic.
Months-old start-up Recursive Superintelligence raises $500mn for self-teaching AI
Group founded by former engineers at DeepMind and OpenAI secures $4bn valuation in deal with Google’s venture arm and Nvidia
OpenAI Has a New AI Model Built for Biology and Science
GPT-Rosalind is intended to help scientists streamline their research and drug discovery.
Walmart partners with OpenAI: The dawn of agentic commerce
WebFX reports Walmart and OpenAI are launching AI-first shopping, enabling users to buy directly via ChatGPT with personalized recommendations.
ChatGPT maker OpenAI shifts its focus to business users amid Anthropic pressure
The same ChatGPT chatbot that gave OpenAI’s Chief Financial Officer Sarah Friar a tilapia recipe for a recent Sunday night dinner at home is also...
OpenAI starts offering a biology-tuned LLM
GPT-Rosalind is an LLM trained on biology workflows, available in closed access.
OpenAI takes aim at Anthropic with beefed-up Codex that gives it more power over your desktop
OpenAI's agentic coding tool has gotten a major makeover, with a variety of new powers and abilities.
OpenAI launches AI model GPT-Rosalind for life sciences research
OpenAI on Thursday introduced an artificial intelligence model touting increased biology knowledge and scientific research capabilities, as the startup deepens its push into the life sciences field.
OpenAI launches new AI model for life sciences research
Researchers are drowning in data. AI could help.
OpenAI’s Codex Mac app adds three key features that go beyond agentic coding
OpenAI is releasing a new version of its Codex desktop app today. The latest Codex update adds three key features...
OpenAI's latest Codex update builds the groundwork for its upcoming super app
OpenAI is pushing out a major update to Codex that significantly expands what that software can do, and offers a glimpse of what OpenAI hopes to build with its upcoming super app.
OpenAI’s big Codex update is a direct shot at Anthropic’s Claude Code
Codex can now use your macOS apps on its own.
OpenAI focuses on business users amid competition with rival Anthropic
OpenAI executives say they will introduce a new artificial intelligence model for “high-value professional work” as the company faces heightened competition with rival Anthropic in attracting corporate customers to adopt AI assistants in their workplaces.
ChatGPT’s new ‘Thinking’ mode just hit a 94% reasoning score — 7 prompts it can solve that standard AI can’t
OpenAI's latest flagship model, GPT-5.4, introduces an "Extended Thinking" toggle — here is how to use its 94% reasoning power to solve "impossible" tasks
ChatGPT maker OpenAI shifts its focus to business users amid Anthropic pressure
OpenAI executives say they will introduce a new artificial intelligence model for “high-value professional work” as the company faces heightened competition with rival Anthropic in attracting corporate customers to adopt AI assistants in their workplaces.
ChatGPT maker OpenAI shifts its focus to business users amid Anthropic pressure
The same ChatGPT chatbot that gave OpenAI’s chief financial officer Sarah Friar a tilapia recipe for a recent Sunday night dinner at home is also now doing her most mundane tasks at work like summarizing her emails and Slack messages.
Exclusive: OpenAI lobbies for expanded AI role in life sciences
Progress in life sciences has slowed dramatically — even as the toughest diseases remain unsolved.
Who is Sam Altman Molotov cocktail suspect Daniel Moreno-Gama?
Before his arrest at OpenAI's headquarters, Daniel Moreno-Gama lived in a quiet Houston suburb, worked at a pizzeria, and went to community college.
Attorney says suspect in attack on OpenAI CEO's home was in midst of 'mental health crisis'
The man accused of trying to kill OpenAI CEO Sam Altman by throwing a Molotov cocktail at his San Francisco home was experiencing a mental health crisis and has been overcharged by prosecutors, his public defender said Tuesday.
Suspect Was in Apparent Mental Health Crisis During Attack on Sam Altman’s House
The San Francisco Public Defender’s office said 20-year-old Daniel Moreno-Gama was in the midst of acute mental illness when he attacked the OpenAI CEO’s home and offices, and was “overcharged” by local and national authorities.
DA wants Sam Altman arson suspect Daniel Moreno-Gama held without bail
Daniel Moreno-Gama allegedly threw a lit Molotov cocktail at OpenAI CEO Sam Altman's home and threatened to burn down OpenAI's headquarters.
Novo Nordisk CEO: This is where science meets speed and scale
Maziar Mike Doustdar, CEO of Novo Nordisk, says AI partnership with OpenAI will speed drug discovery and delivery, boost accuracy and strengthen confidence in Wegovy despite rising competition.
Internal OpenAI memo touts Amazon partnership as key driver of enterprise business
CNBC's Kate Rooney reports on an internal OpenAI memo that touts its Amazon partnership as a key driver of its enterprise business.
OpenAI is pivoting to…socialism?
The AI company just released a set of oddly left-wing — and wildly hypocritical — policy ideas.
Anthropic may soon pass OpenAI on this measure of AI business spending
Anthropic has seen a surge in business spending in recent months, according to Ramp's AI index.
How AI used Adobe Lightroom like a human, only faster
OpenAI's Codex AI coding service worked out how to use Adobe Lightroom like a human, denoising 50 photos without an API or plugin.
Health chatbots could pave the way for 'AI privilege' in court
Tech companies like OpenAI have many reasons to keep your discussions with health-focused AI locked up.
Anthropic closes in on OpenAI as US business use surges
Divergence reflects company’s recent rapid growth owing to strong interest in its Claude Code products
How OpenAI's reported ad plans could change the AI business model
OpenAI (OPAI.PVT) is reportedly projecting $100 billion in advertising revenue by 2030. Yahoo Finance Technology Editor Dan Howley explains how this could shift the artificial intelligence (AI) business model.
Molotov cocktail thrown at Sam Altman's $27 million home
The San Francisco Police Department said a 20-year-old suspect is in custody and charges are pending. OpenAI praised the police's quick response.
Andrej Karpathy says there's a 'growing gap' among AI users
Ex-Tesla AI director and OpenAI founding member Andrej Karpathy wrote that AI power users and skeptics are "speaking past each other."
OpenAI has quietly launched its ads manager as it races to build out its ads business
The AI platform launched the ads manager within its ChatGPT ads pilot advertisers last week, and also lowered the barrier to joining the test.
View: AI is testing the oldest debate in business: Who’s the customer?
The oldest question in business — who is your customer — turns out to be the one OpenAI still can’t answer.
Google Adds Mental Health Tools to Gemini Chatbot After Lawsuit
Alphabet Inc.’s Google plans to introduce new mental health support features for its Gemini chatbot as the company and rivals, like OpenAI, have faced several lawsuits accusing their artificial intelligence tools of leading to harm.
Google Adds Mental Health Tools to Gemini Chatbot After Lawsuit
Alphabet Inc.’s Google plans to introduce new mental health support features for its Gemini chatbot as the company and rivals, like OpenAI, have faced several lawsuits accusing their artificial intelligence tools of leading to harm.
New Yorker profile of OpenAI CEO Sam Altman raises character questions
Sam Altman is one of the most powerful people in the world. Are we OK with that?
What OpenAI’s TBPN deal reveals about branded entertainment’s limits
Brands like OpenAI are building in-house entertainment studios on the promise that great content earns the audiences advertising can’t buy.
Microsoft takes on Google and OpenAI with its own AI models
From transcribing boardroom chatter to cloning voices in seconds, Microsoft's MAI model trio is here, and it is priced to make rivals sweat.
What is POTS, the disorder behind Fidji Simo's leave from OpenAI
POTS is a disorder that can cause heart palpitations, lightheadedness, and fainting. It is more common in women than in men.
OpenAI isn’t just buying a podcast
OpenAI’s out-of-the-blue acquisition of TBPN, the buzzy online talk show, stunned the worlds of media and technology. But it’s a continuation of a pattern that dates back a hundred years, to 1926, when RCA created NBC in part to sell radios.
Gemma 4 and what makes an open model succeed
Having written a lot of model release blog posts, there’s something much harder about reviewing open models when they drop relative to closed models, especially in 2026. In recent years, there were so few open models, so when Llama 3 was released most people were still doing research on Llama 2 and super happy to get an update. When Qwen 3 was released, the Llama 4 fiasco had just gone down, and a whole research community was emerging to study RL on Qwen 2.5 — it was a no brainer to upgrade. Today, when an open model releases, it’s competing with Qwen 3.5, Kimi K2.5, GLM 5, MiniMax M2.5, GPT-OSS, Arcee Large, Nemotron 3, Olmo 3, and others. The space is populated, but still feels full of hidden opportunity. The potential of open models feels like a dark matter, a potential we know is huge, but few clear recipes and examples for how to unlock it are out there. Agentic AI, OpenClaw, and everything brewing in that space is going to spur mass experimentation in open models to complement the likes of Claude and Codex, not replace them. Especially with open models, the benchmarks at release are an extremely incomplete story. In some ways this is exciting, as new open models have a much higher variance and ability to surprise, but it also points at some structural reasons that make building businesses and great AI experiences around open models harder than the closed alternatives. When a new Claude Opus or GPT drops, spending a few hours with them in my agentic workflows is genuinely a good vibe test. For open models, putting them through this test is a category error. Something else to be said about open models in the era of agents is that they get out of the debate of integration, harnesses, and tools and let us see close to the ground on what exactly is the ability of just a model. Of course, we can’t test some things like search abilities without some tool, but being able to measure exactly the pace of progress of the model alone is a welcome simplification to a systematically opaque AI space. Share The list of factors I’d use to assess a new open-weight model I’m considering investing in includes: Model performance (and size) — how this model performs on benchmarks I care about and how it compares to other models of a similar size. Country of origin — some businesses care deeply about provenance, and if a model was built in China or not. Model license — if a model needs legal approval for use, uptake will be slower at mid-sized and large companies. Tooling at release — many models release with half-broken, or at least substantially slower, implementations in popular software like vLLM, Transformers, SGLANG, etc due to pushing the envelope of architectures or tools. Model fine-tunability — how easy or hard it is to modify the given model to your use-case when you actually try and use it. The core problem is that some of these are immediately available at release, e.g. general performance, license, origin, etc. but others such as tooling take day(s) to week(s) to stabilize, and others are open research questions — with no group systematically monitoring fine-tunability. In the early era of open models, the days of Llama 2 or 3 and Qwen pre v3.5, the architectures were fairly simple and the models tended to work out of the box. Some of this was due to the extremely hard work of the Llama, Qwen, Mistral, etc. developer teams. Some is due to the new models being genuinely harder to work with. When it comes to something like Qwen 3.5 or Nemotron 3, with hybrid models (either gated delta net or mamba layers), the tooling is very rough at release. Things you would expect to “just work” often don’t. I’ve been following this area closely since we released Olmo Hybrid with a similar architecture, and Qwen 3.5 is just starting to work well in the various open-source tools that need to all play nice together for RL research. That’s 1.5 months after the release date! This is just to start really investing more into understanding the behavior of the models. Of course, others started working on these models sooner by investing more engineering resources or relying on partially closed software. The fully open and distributed ecosystem takes a long time to get going on some new models. All of this is lead-in for the most important question for open models — how easy is it to adapt to specific use-cases? This is a different problem for different model sizes. Large MoE open-weight models may be used by entities like Cursor who need complex capabilities in their domain, e.g. Composer 2 trained on Kimi K2.5. Other applications can be built on much smaller models, such as Chroma’s Context-1 model for agentic search, built on GPT-OSS 20B. The question of “which models are fine-tunable” is largely background knowledge known by engineers across the industry. There should be a thriving research area here to support the open ecosystem model. The first step is to understand characteristics of different base and post-trained models to understand what they look like. The second step is to tune pretraining recipes for open models so they’re more flexible. Interconnects AI is a reader-supported publication. Consider becoming a subscriber. Subscribe For The ATOM Project and other Interconnects endeavors, we’ve put in substantial effort to measuring adoption trends in the open ecosystem. Everything takes a long time to unfold after a model is first publicly available — and adaptability is why. What we know for sure now, when Qwen has been going from strength to strength with its releases, is that technical staff across the industry has gotten comfortable working with Qwen models. Countless research methods and datasets were made to work with Qwen. It’ll take patience for any other model family to get to this point — a patience I’m not sure many open model builders have. This takes us to Gemma 4, Google’s latest open models. Gemma 3 was released more than a year ago, in March of 2025, and is a bit underrated. Gemma 4 comes in 4 sizes for now, with a bigger, MoE model of over 100B total parameters rumored but not released yet. The models we have today come in sizes of ~5B dense, 8B dense, 26B total 4B active MoE, and 31B dense. I’m most excited that they’re finally adopting a standard Apache 2.0 open source license. This’ll massively boost adoption. The standard of better licenses for strong open-weight LLMs was set by mostly Chinese open model labs in the last 1-2 years, and now U.S. companies are following suit. I will personally be so happy if the horrible Llama licenses and Gemma terms of service were an ~18-month transient dynamic of the industry being nervous about releasing strong open models. The Gemma 4 scores look very solid, the small models have incredible benchmark scores (especially in general domains like LMArena) and the 31B model rivals the recent Qwen 3.5 27B, which is the leading member of that class. The ~30B size range is an important one, as it’s accessible both to researchers and to enterprises looking to deploy the model in real use-cases. Where the 7B model scale is the default for tinkering and research, a 30B model is the default for seeing if an open model can unlock substantial value in your specific workflow — a good mix of intelligence, low price, tractability for downstream training, etc. This takes us back to the above adoption criteria I mentioned for open models and the bigger question — do I think Gemma 4 will be an overwhelming success? Previous Gemma models have been plagued by tooling issues and poorer performance when being finetuned. Gemma 4’s success is going to be entirely determined by ease of use, to a point where a 5-10% swing on benchmarks wouldn’t matter at all. It’s strong enough, small enough, with the right license, and from the U.S., so many companies are going to slot it in. I’m cautiously optimistic that Gemma 4 is going to work better here. Winds are shifting for open models built in America. We saw GPT-OSS go through a bumpy launch to become an overwhelming success. There’s a collective energy around the likes of Reflection, Arcee, Nemotron, Gemma, Olmo, and peers that show substantial demand for building new stacks around open models. There’s capital to be spent on AI stacks across the economy by those who want more ownership of everything, including the model. After launching The ATOM Project 240 days ago, the conversation is shifting into the next stage. Summer of 2025 was a crisis moment where the U.S. AI scene realized it can’t wait and figure out open models after building AGI. The two markets will capture different areas and proceed in parallel. Now that more companies in the U.S. are releasing strong models, we need to improve the ecosystem so that these models are easy to use, understand, and build value around. It’s the hard work to build another inflection point in these adoption plots I’ve been updating consistently, but that’s the work to be done. Join me in it. More data coming soon! Here’s a sneak peek:
Microsoft releases new AI models: competition with OpenAI ramps up
Microsoft AI has made its in-house models for transcription, speech recognition, and image generation available on Foundry.