tech

Jon Keegan2/9/26

Report: OpenAI tells employees it is growing again, with Codex eating into Claude Code’s market share

The competition between OpenAI and Anthropic continues to intensify. Last night during the Super Bowl, a comedic Anthropic ad poked fun at OpenAI’s plans to add advertisements to ChatGPT, something it says it will not do to its Claude chatbot. And both companies released new models last week with improved coding capabilities.

In case OpenAI employees were beginning to sweat from all the pressure, CEO Sam Altman sought to assure the team that the company has gotten its mojo back.

According a new report from CNBC, Altman told employees in an internal Slack group that the company is “back to exceeding 10% monthly growth” and is seeing “insane” growth in its Codex coding tool.

A chart circulated among OpenAI employees shows that this new tool is winning market share from Claude Code, per a screenshot viewed by CNBC.

Per the report, Altman said another new model was coming this week. The company is reportedly working on what could end being a $100 billion investment round.

Sam Altman touts ChatGPT's reaccelerating growth to employees as OpenAI closes in on $100 billion funding

Sam Altman touts ChatGPT's reaccelerating growth to employees as OpenAI closes in on $100 billion funding

In case OpenAI employees were beginning to sweat from all the pressure, CEO Sam Altman sought to assure the team that the company has gotten its mojo back.

According a new report from CNBC, Altman told employees in an internal Slack group that the company is “back to exceeding 10% monthly growth” and is seeing “insane” growth in its Codex coding tool.

A chart circulated among OpenAI employees shows that this new tool is winning market share from Claude Code, per a screenshot viewed by CNBC.

Per the report, Altman said another new model was coming this week. The company is reportedly working on what could end being a $100 billion investment round.

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Report: Google is backstopping Anthropic’s $35 billion data center deal

Google and Anthropic have always had close ties. The search giant invested early in the maker of Claude, which boosted Google’s investment returns last quarter.

But the two companies appear to be closer than we knew. According to a new report from Bloomberg, it turns out that Google is backstopping $35 billion worth of data center leases for Anthropic.

Last fall, Anthropic announced that was getting into the data center business, pledging $50 billion in a partnership with Fluidstack.

The revelation adds to concerns of so-called “circular deals,” which could lead to a domino-like collapse if one company fails.

Google’s Backstops Underpin $35 Billion Chip Deal for Anthropic

Google’s Backstops Underpin $35 Billion Chip Deal for Anthropic

Last fall, Anthropic announced that was getting into the data center business, pledging $50 billion in a partnership with Fluidstack.

The revelation adds to concerns of so-called “circular deals,” which could lead to a domino-like collapse if one company fails.

Anthropic releases Claude Fable 5, a locked-down, safer version of Mythos

Claude Fable 5 will cost twice as much as Claude Opus 4.8, Anthropic’s current flagship model. The company also released Claude Mythos 5, but only for trusted partners for testing.

AI company Anthropic

tech

Amazon shatters record in Canada’s “maple bond” market

Amazon has set a record in the Canadian corporate bond market by issuing CA$14 billion ($10.04 billion) of Canadian dollar-denominated notes, according to a new Securities and Exchange Commission filing. The five-part deal officially eclipses the previous record of CA$8.5 billion established just last month by Alphabet.

This massive push comes as hyperscalers aggressively diversify funding to bankroll historic AI capital expenditure, a strategy mirrored by Alphabet’s parallel expansion into European debt markets to fuel its soaring infrastructure demands.

Man using smartphone, his head is replaced with a huge brain

Apple wants to finally give smartphones a brain

Releasing the iOS 27 developer beta is a start, but Siri can’t rescue us from app overload until it can run the third-party apps we actually use.

tech

OpenAI files confidentially for IPO

Today OpenAI announced it has filed confidentially with the SEC to go public. The company said in a blog post that it filed the draft S-1 form.

OpenAI’s filing comes a week after archrival Anthropic — now valued at $965 billion — also filed a confidential S-1 for its own public offering. Both IPOs are expected to be among the largest in US history.

In a press release, OpenAI wrote:

“We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up being best.”

Confidential submission of draft S-1 to the SEC

Confidential submission of draft S-1 to the SEC

In a press release, OpenAI wrote:

“We expect it to leak so we’re just announcing it. We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it’s a complicated set of tradeoffs and this gives us the option to go public sooner if that ends up being best.”

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