OpenAI says it’s used by 400 million people a week, up 33% from December

400M

400 million people now use OpenAI’s products every week, OpenAI COO Brad Lightcap told CNBC. That’s a jump of 33% in just over two months; the tech company said it had 300 million in early December. OpenAI said since last fall it’s doubled the number of paying enterprise users to 2 million.

That rapid growth comes despite plenty of disruptive events over the past month, including the emergence of powerful new DeepSeek models (which resulted in a historic loss for Nvidia shares) and a $97.4 billion offer from a group of investors led by Elon Musk to buy OpenAI’s nonprofit arm.

This year, OpenAI has its sights set on 1 billion users, a lofty goal that would put it in league with platforms like TikTok.

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Rani Molla & Jon Keegan1h

Amazon closes at all-time high

Fresh off strong earnings Thursday, Amazon saw its stock price end the week at a record closing high of $244.22.

The stock is up 10% so far this year.

The e-commerce and cloud giant beat analysts’ revenue and earnings, and its massive gain was responsible for more than all of the positive return delivered by the SPDR S&P 500 ETF on Friday.

Jon Keegan

Microsoft, Amazon, and Google all have cumulonimbus-sized cloud backlogs

The top cloud companies can’t keep up with the searing demand for AI computing.

Rani Molla7h

Google uses an AI-generated ad to sell AI search

Google is using AI video to tell consumers about its AI search tools, with a Veo 3-generated advertisement that will begin airing on TV today. In it, a cartoonish turkey uses Google’s AI Mode to plan a vacation from its farm before it’s eaten for Thanksgiving.

Like other AI ad campaigns that have opted to depict yetis or famous artworks rather than humans, Google chose a turkey as its protagonist to avoid the uncanny valley pitfall that happens when AI is used to generate human likenesses.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

Exclusive | Google’s First AI Ad Avoids the Uncanny Valley by Casting a Turkey

Rani Molla7h

Amazon, Alphabet, Meta, and Microsoft combined spent nearly $100 billion on capex last quarter

The numbers are in and tech giants Amazon, Alphabet, Meta, and Microsoft spent a whopping $97 billion last quarter on purchases of property and equipment. That’s nearly double what it was a year earlier as AI infrastructure costs continue to balloon and show no sign of stopping. Amazon, which reported earnings and capital expenditure spending that beat analysts’ expectations yesterday, continued to lead the pack, spending more than $35 billion on capex in the quarter that ended in September.

Note that the data we’re using here is from FactSet, which strips out finance leases when calculating capital expenditures. If those expenses were included the total would be well over $100 billion last quarter.

Rani Molla

Slicing the Pie

The best analyst questions from Apple’s earnings call

Apple even answered some of them!

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