Tech
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Rani Molla

OpenAI's real target isn't search engines; it's personal assistants

Today, OpenAI announced GPT-4o, a faster, freer model that "can reason across audio, vision, and text in real time.” In other words, you can talk to it and show it stuff and it will respond in kind. Supposedly!

While some text and image capabilities are launching today, the rest will be “rolled out iteratively.” Its demos are cool — it can describe what’s happening in a room, from what a person is wearing to the lighting or help you order a replacement iPhone — but limited.

There had been lots of speculation as to what exactly OpenAI was going to debut this week, including that the ChatGPT maker was going to launch a rival Google search engine. But this appears to be a play for a Google Assistant killer rather than a Google Search killer. (The Information had previously reported that OpenAI was developing a voice assistant.)

It’s what Meta’s Ray-Ban smart glasses and Rabbit r1 (which may basically just be an Android app) are going for but haven’t quite reached. As we’ve reported, voice assistants have seemingly stagnated as Big Tech companies try to transition them from natural language processing to generative AI capabilities.

It’s tempting to think this could be the holy grail when it comes to human interactions with computers — something that’s easy and intuitive. But that’s only if actually it works. We’ll see.

There had been lots of speculation as to what exactly OpenAI was going to debut this week, including that the ChatGPT maker was going to launch a rival Google search engine. But this appears to be a play for a Google Assistant killer rather than a Google Search killer. (The Information had previously reported that OpenAI was developing a voice assistant.)

It’s what Meta’s Ray-Ban smart glasses and Rabbit r1 (which may basically just be an Android app) are going for but haven’t quite reached. As we’ve reported, voice assistants have seemingly stagnated as Big Tech companies try to transition them from natural language processing to generative AI capabilities.

It’s tempting to think this could be the holy grail when it comes to human interactions with computers — something that’s easy and intuitive. But that’s only if actually it works. We’ll see.

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tech
Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

tech
Rani Molla

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

tech
Rani Molla

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

ARC-AGI-3

The toughest AI benchmark just got a whole lot tougher

ARC-AGI-3 is the latest version of a clever benchmark that challenges AI models to solve mini video games with no written instructions.

Jon Keegan3/26/26

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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Derivatives, LLC, or Robinhood Money, LLC. Futures and event contracts are offered through Robinhood Derivatives, LLC.