Facebook and Instagram's parent company has been investing huge sums of money in AI, but it lags behind competitors.
Facebook and Instagram's parent company has been investing huge sums of money in AI, but it lags behind competitors.Open
Short-form clips of long interviews and shows are taking over the internet. But behind the sea of social media clips are marketplaces offering freelance clippers money per view.
Data: Ramp ; Chart: Axios Visuals Anthropic is now capturing over 73% of all spending among companies buying AI tools for the first time, according to customer data from Ramp. Why it matters: The AI race is shifting from who has the best model to who can monetize the fastest — and Anthropic is pulling ahead with the customers that matter most: enterprises. By the numbers: Just 10 weeks ago, the split with OpenAI was 50/50. It was 60/40 in OpenAI's favor as recently as early December. Between the lines: Amid the tightening race, the Wall Street Journal reported Tuesday that OpenAI is considering a strategy shift, from its wide-ranging consumer bets (like video generators, browsers and devices) to a tighter focus on enterprise. - While…
Data: Ramp ; Chart: Axios Visuals Anthropic is now capturing over 73% of all spending among companies buying AI tools for the first time, according to customer data from Ramp. Why it matters: The AI race is shifting from who has the best model to who can monetize the fastest — and Anthropic is pulling ahead with the customers that matter most: enterprises. By the numbers: Just 10 weeks ago, the split with OpenAI was 50/50. It was 60/40 in OpenAI's favor as recently as early December. Between the lines: Amid the tightening race, the Wall Street Journal reported Tuesday that OpenAI is considering a strategy shift, from its wide-ranging consumer bets (like video generators, browsers and devices) to a tighter focus on enterprise. - While…Open
Billy Carson: The government wants to "weaponize and then monetize" UFO tech. Watch this full episode of "Reality Check": https://youtu.be/TjrUw2nZBiw #government #UFO #defense
OpenAI ; Chart: Axios Visuals OpenAI released new data Friday showing people are using the consumer version of ChatGPT for more personal tasks and fewer work tasks. Why it matters: That shift toward personal use could bolster OpenAI's emerging ad business, even as it keeps pursuing lucrative business customers. State of play: OpenAI's usage data shows a steady decline in the amount of work-related messaging happening on consumer ChatGPT from July 2024 through December 2025. - The data comes from 100,000 "de-identified" conversations on free and paid consumer accounts, meaning OpenAI researchers looked at anonymized messages to understand broad themes. Friction point: Since ChatGPT's launch, evangelists who used free and paid consumer…
OpenAI ; Chart: Axios Visuals OpenAI released new data Friday showing people are using the consumer version of ChatGPT for more personal tasks and fewer work tasks. Why it matters: That shift toward personal use could bolster OpenAI's emerging ad business, even as it keeps pursuing lucrative business customers. State of play: OpenAI's usage data shows a steady decline in the amount of work-related messaging happening on consumer ChatGPT from July 2024 through December 2025. - The data comes from 100,000 "de-identified" conversations on free and paid consumer accounts, meaning OpenAI researchers looked at anonymized messages to understand broad themes. Friction point: Since ChatGPT's launch, evangelists who used free and paid consumer…Open
AI is concentrating stocks, bonds, private credit — and even the broader economy — around a single bet. Why it matters: Tech companies are projected to issue over $1 trillion in debt to fund their AI goals this year. Yet there's little evidence the technology can be monetized at a scale that justifies the bet . State of play: Hyperscalers — the AI data-center giants — could spend up to $700 billion from their balance sheets on AI this year, while issuing eye-popping debt to access even more capital, according to UBS. - The eight largest companies, all tech firms with AI ambitions, make up nearly half of the S&P 500. - More than half of invested venture-capital dollars went to AI firms in 2025, per PitchBook. - Private credit…
AI is concentrating stocks, bonds, private credit — and even the broader economy — around a single bet. Why it matters: Tech companies are projected to issue over $1 trillion in debt to fund their AI goals this year. Yet there's little evidence the technology can be monetized at a scale that justifies the bet . State of play: Hyperscalers — the AI data-center giants — could spend up to $700 billion from their balance sheets on AI this year, while issuing eye-popping debt to access even more capital, according to UBS. - The eight largest companies, all tech firms with AI ambitions, make up nearly half of the S&P 500. - More than half of invested venture-capital dollars went to AI firms in 2025, per PitchBook. - Private credit…Open
The maker of ChatGPT hopes to triple its revenue in the coming year because it is planning to spend tens of billions of dollars. The clock is ticking.
Ads on ChatGPT aren’t a bad idea. But they have to be done the right way.
ChatGPT is testing ads for some U.S. users on both the free and Go subscription tiers, its most affordable offerings. Why it matters: It could be the beginning of the end of ad-free ChatGPT. What they're saying: "Our goal is for ads to support broader access to more powerful ChatGPT features while maintaining the trust people place in ChatGPT for important and personal tasks," an OpenAI spokesperson told Axios. - The company says ads will not influence ChatGPT's answers, which it says will remain focused on what is "most helpful." - If a user asks about recipe ideas, the answer may be followed by a grocery delivery service ad, for example. - Ads won't be shown to those who are predicted to be under 18, and are not eligible to appear…
ChatGPT is testing ads for some U.S. users on both the free and Go subscription tiers, its most affordable offerings. Why it matters: It could be the beginning of the end of ad-free ChatGPT. What they're saying: "Our goal is for ads to support broader access to more powerful ChatGPT features while maintaining the trust people place in ChatGPT for important and personal tasks," an OpenAI spokesperson told Axios. - The company says ads will not influence ChatGPT's answers, which it says will remain focused on what is "most helpful." - If a user asks about recipe ideas, the answer may be followed by a grocery delivery service ad, for example. - Ads won't be shown to those who are predicted to be under 18, and are not eligible to appear…Open
Facebook's meteoric rise two decades ago offers OpenAI a rich but potentially treacherous playbook for the ChatGPT maker to defend and expand its lead in the consumer AI market. Why it matters: Facebook, now Meta, turned its billions of users' personal data into an advertising goldmine — and that road looks like OpenAI's most likely path as it seeks to fund its fabulously expensive operations. Driving the news: OpenAI will begin testing ads on ChatGPT this month, the company recently announced . - The initial wave of advertising clients will be charged premium rates, per the Information . - The ad push means "more people can benefit from our tools with fewer usage limits or without having to pay," OpenAI said in a blog post. It …
Facebook's meteoric rise two decades ago offers OpenAI a rich but potentially treacherous playbook for the ChatGPT maker to defend and expand its lead in the consumer AI market. Why it matters: Facebook, now Meta, turned its billions of users' personal data into an advertising goldmine — and that road looks like OpenAI's most likely path as it seeks to fund its fabulously expensive operations. Driving the news: OpenAI will begin testing ads on ChatGPT this month, the company recently announced . - The initial wave of advertising clients will be charged premium rates, per the Information . - The ad push means "more people can benefit from our tools with fewer usage limits or without having to pay," OpenAI said in a blog post. It …Open