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Jon Keegan

Report: OpenAI shuttering 4o model due to sycophancy that was hard to control

This week, OpenAI plans to permanently remove its 4o model from ChatGPT.

The model has developed an unusually devoted group of users. But it also has been criticized for being overly sycophantic and allegedly may have led to a series of dangerous outcomes for its users, including suicide, murder, and mental health crises.

The Wall Street Journal reports that OpenAI’s decision to shutter 4o stems from the fact that the company was not able to successfully mitigate these potentially dangerous outcomes, and wanted to move users to safer models. Thirteen lawsuits against OpenAI alleging harm from the use of ChatGPT have been consolidated into one case by a California judge, according to the report. At least some of them are tied to users of the 4o model.

The company says only 0.1% of ChatGPT users still choose to use the model, but with 800 million weekly users, that’s still a lot of people.

Fans of the 4o model are decrying the deprecation of the model, citing its unique ability to offer affirmation and support.

The decision to get rid of 4o illustrates the strange new world of moderation that AI companies must now figure out.

The Wall Street Journal reports that OpenAI’s decision to shutter 4o stems from the fact that the company was not able to successfully mitigate these potentially dangerous outcomes, and wanted to move users to safer models. Thirteen lawsuits against OpenAI alleging harm from the use of ChatGPT have been consolidated into one case by a California judge, according to the report. At least some of them are tied to users of the 4o model.

The company says only 0.1% of ChatGPT users still choose to use the model, but with 800 million weekly users, that’s still a lot of people.

Fans of the 4o model are decrying the deprecation of the model, citing its unique ability to offer affirmation and support.

The decision to get rid of 4o illustrates the strange new world of moderation that AI companies must now figure out.

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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
tech
Rani Molla

The US leads the world in robotaxi deployments

Every day it seems another robotaxi launches somewhere in the world. But most of them are in the US.

Of the 171 active robotaxi deployments globally, 69 — or 40% — are in the US, according to a new report from the Bank of America Institute. China, the next largest market, accounts for 24% of deployments.

Most of those deployments are still in testing or early commercial stages. Only 10 US cities currently have fully commercial robotaxi operations, defined as services that operate on public roads, carry paying passengers, run fully driverless without a safety driver, and function all day in any weather.

For now, that effectively refers to Alphabet’s Waymo, which operates commercially in Atlanta, Austin, Dallas, Houston, Los Angeles, Miami, Orlando, Phoenix, San Antonio, and the San Francisco Bay Area. That definition excludes competitors like Tesla, whose Robotaxi service uses safety monitors, and Amazon’s Zoox, which has yet to charge customers for rides.

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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.