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OpenAI coverage: GPT releases, Codex, agent products, policy moves, and the rolling price/capacity fight with Anthropic and Google.

Abstract cybersecurity illustration of a glowing padlock over a circuit board, representing data protection
AI·

OpenAI added a Lockdown Mode to ChatGPT to blunt prompt-injection attacks

OpenAI shipped Lockdown Mode in ChatGPT to cut off the data-exfiltration step of prompt-injection attacks. Here's what it actually restricts and who should turn it on.

OpenAI's Codex branding over a code background, illustrating Codex expanding across the ChatGPT app.
AI·

OpenAI is putting Codex in every ChatGPT app, with six business plugins for non-coders

On June 2 OpenAI said Codex is coming to the ChatGPT app everywhere within weeks, and shipped six role-specific plugins for sales, analytics, design, and finance teams.

DeepSeek social card with the company's wordmark on a navy background
AI·

DeepSeek locked in the 75% V4-Pro cut. The API now undercuts every Western frontier model.

On May 23 DeepSeek told customers the V4-Pro discount becomes its standard price after May 31. Output drops from $3.48 to $0.87 per million tokens.

Diagram of an artificial neural network with input, hidden, and output layers
AI·

Andrej Karpathy joined Anthropic. The OpenAI founding member's job: use Claude to train Claude.

Karpathy started this week at Anthropic on Nick Joseph's pre-training team. His mandate is using Claude to accelerate Claude's own training.

Elon Musk speaking at the World Economic Forum.
Policy·

A federal jury took two hours to throw out Elon Musk's lawsuit against Sam Altman and OpenAI.

On May 18 a nine-juror panel rejected every claim Musk filed against OpenAI in 2024. Judge Yvonne Gonzalez Rogers had told the courtroom she was ready to dismiss on the spot.

OpenAI's Codex inside the ChatGPT mobile app, showing a Codex review on a phone screen.
AI·

OpenAI's Codex moved into the ChatGPT mobile app. You can approve a diff from the train now.

OpenAI shipped Codex remote control inside the ChatGPT app for iPhone, iPad, and Android on May 14. Pair via QR; the agent runs on your laptop, the review moves to your phone.

Cerebras corporate site Open Graph card.
Hardware·

Cerebras priced its IPO at $185 and closed at $311. Andrew Feldman and Sean Lie became billionaires.

Cerebras raised $5.55 billion on May 14 and closed its first day at a $95 billion market cap. The wafer-scale AI chip maker shipped the year's biggest tech IPO.

Illustration representing DOGE and government technology
Policy·

A judge killed DOGE's grant purge. The 'review process' was asking ChatGPT 'Is this DEI?'

A federal judge restored $100M+ in grants after two DOGE staffers used ChatGPT to flag 97% of NEH grants as DEI, including an HVAC repair and Holocaust research.

An iPhone displaying AI-related features
Apple·

Apple is turning iOS 27 into an AI model marketplace. ChatGPT loses its exclusive slot.

Bloomberg reports Apple will let users choose Gemini, Claude, or ChatGPT across Siri, Writing Tools, and Image Playground via a new Extensions framework this fall.

A mathematics lecture hall with equations on blackboards
AI·

Timothy Gowers gave GPT 5.5 an open math problem. It returned a novel proof in 17 minutes.

The 1998 Fields Medal winner reports GPT 5.5 Pro produced a novel proof for an unsolved math problem in 17 minutes, and says the era of owning theorems is ending.

Aerial view of farmland where a data center project is planned
Policy·

A Michigan town voted against a $16B data center. The lawsuit was filed two days later.

Saline Township rejected rezoning for a 1.4 GW OpenAI-Oracle data center. Related Digital sued in 48 hours, and construction is underway.

Anthropic CEO Dario Amodei photographed at Bloomberg House during the World Economic Forum.
AI·

Anthropic is fielding offers at a $900B valuation. The round closes in two weeks and tops OpenAI.

Preemptive bids put Anthropic at $850B-$900B with a $50B raise. Run rate hit $30B in March, up from $9B at year-end 2025.

Warp terminal product screenshot from the company's website.
Open Source·

Warp's terminal is now open source. The cloud agent platform Oz is the actual product.

Warp released its 36k-star Rust client on GitHub under AGPLv3 on April 28. OpenAI is the founding sponsor and Oz keeps the bills paid.

AWS marketing illustration of an interconnected machine-learning workflow.
AI·

OpenAI's models are on AWS Bedrock the day after Microsoft lost exclusivity

Amazon shipped Bedrock Managed Agents powered by OpenAI on April 28, plus Codex on Bedrock. Altman tells Stratechery the runtime matters as much as the model.

Microsoft and OpenAI logos paired on a navy gradient backdrop.
AI·

Microsoft and OpenAI just rewrote their deal. Exclusivity is dead, and so is the AGI clause.

Microsoft loses exclusive rights to OpenAI's models. The revenue share now caps at 2030 and stops depending on AGI. Here's what actually changed and who it benefits.

OpenAI just retired SWE-bench Verified. The headline coding benchmark of 2025 is officially saturated.
AI·

OpenAI just retired SWE-bench Verified. The headline coding benchmark of 2025 is officially saturated.

OpenAI says SWE-bench Verified is saturated and contaminated, and 60% of remaining problems are unsolvable. Here's what comes next, and why every coding leaderboard is suspect.

A padlock chained to a smartphone displaying a lock icon, illustrating data privacy.
AI·

OpenAI's Privacy Filter is a 1.5B PII redactor that ships under Apache 2.0. Here's what it actually does.

OpenAI released Privacy Filter on April 22 as an open-weight on-device model for masking eight types of PII. F1 of 96%. Runs in a browser. Here's the catch.

Cerebras Systems brand image from the Cerebras website.
Hardware·

Cerebras files for an IPO again, this time with $510M in revenue and a $10B OpenAI deal in its pocket

Cerebras filed an S-1 on April 17 listing as 'CBRS,' targeting roughly $23B at the prior private mark. The OpenAI inference deal is the line item that changed the story.