Buy Anthropic. Short Perplexity. Notes from this year’s Cerebral Valley Summit sources.news/p/what-insid...

Sources: During a recent private call, OpenAI's investors asked about external signs that ChatGPT's growth is slowing. CFO Sarah Friar said time spent was down since "content restrictions" were added in Q3, but that the trend is expected to "reverse" sources.news/p/chatgpts-q...

recap of a big NYC week: inside the Sources launch party, shooting the Breaker Media pod, speaking at the Media Summit indie media panel, and joining the Altogether collective sources.news/p/inside-the...

did a very NYC tech thing last night sources.news/p/election-n...

very excited to be part of this www.axios.com/2025/11/04/i...

Sources launch party tonight is gonna be great

Sources: YouTube announces opt-in layoffs and major leadership changes. “Looking to the future, the next frontier for YouTube is AI” per internal memo from CEO Neal Mohan. “We need to set ourselves up to make the most of this opportunity.” sources.news/p/youtube-an...

Sources: Sam Altman has tapped Mikhail Shapiro, an award-winning biomolecular engineer, to join his Neuralink rival Merge Labs The hire suggests that, unlike Neuralink, Merge will take a noninvasive BCI approach that relies on gene therapy + ultrasound sources.news/p/altman-tap...

Google is getting back into AR glasses with Gemini / Android XR We had the head of Android on the pod this week, and I wanted to know what Google learned from the original Glass launch in 2013

Sources: Snap is in talks to raise at least $1 billion for AR glasses Multiple investors involved, including Saudi Arabia’s sovereign wealth fund Plan is to move Specs into a new independent subsidiary and structure similarly to Waymo/Alphabet sources.news/p/snap-eyes-...

Today's issue of Sources: Google targets Gemini 3 for December Perplexity just hit $200 million in ARR sources.news/p/google-rea...

I spent time with AI and Hollywood folks this week, and it was clear that if nothing changes, Hollywood is going to get mostly steamrolled by technology that’s moving faster than its leaders can comprehend. sources.news/p/hollywood-...

at a conference and the guy next to me seemed like he was on the phone talking to a colleague about deal flow or something, kept saying stuff like "it's hard to hear you?" he's talking to ChatGPT

talked with OpenAI's Greg Brockman about Stargate, the deal with AMD, and an AI bubble sources.news/p/openai-sta...

Notes from today’s big OpenAI event, including what Sam Altman and Jony Ive talked about plus a bunch of juicy tidbits from a post-keynote exec Q&A sources.news/p/chatgpt-ea...

wrote about using the new Sora app sources.news/p/openai-mad...

We've got the one and only @zoink.bsky.social on the second episode of ACCESS! We discuss: - Figma's IPO and what's next - MCP / how he's thinking about AI - The future of design Out everywhere you can get podcasts

SOURCES: OpenAI is planning to bring ads to ChatGPT. Also: In a message to employees, Sam Altman says he wants 250 gigawatts of compute by 2033. He calls OpenAI's team behind Stargate a "core bet" like research / robotics. "Doing this right will cost trillions." sources.news/p/openai-ads...

Trump’s EO on H-1B visas has thrown the tech industry into chaos overnight I just published an email Google sent H-1B employees yesterday warning them to not leave the US / to return by midnight tonight sources.news/p/heres-goog...

First issue of Sources is out! It’s a deep dive into the (very cool) new Meta Ray-Bans. They’ve got a display, neural band that feels like sci fi, & suggest a lot about where things are headed Feat. my interview w/t Zuck (full convo airs on the Access podcast tomorrow) sources.news/p/meta-ray-b...

I’m launching Sources, a new publication about the tech industry’s inside conversation, and Access, a tech interview podcast with my friend @hamburger.bsky.social. The first issue of Sources drops tomorrow, featuring an interview with Mark Zuckerberg, which airs in full on Access this Thursday.

big week

I wrote about Charlie Kirk and the viral content machine that sprang to life in the wake of his shooting — and how this time, even people running the country are partaking in the churn. www.theverge.com/analysis/776...

monopoly business is a booming www.theverge.com/command-line...

And Apple stock's up 4% after hours because it can keep collecting free money from Google in the search deal.

The power shift inside OpenAI

“It’s never been a better time to be a telegenic nerd, and never a worse time to be only good at delivering clean copy.” www.deezlinks.com/p/media-comp...

. @alexeheath.com sat down with Sam Altman for a big, spicy interview: -Altman says they "totally screwed up" some of the gpt5 rollout -He thinks they'll overtake IG + FB in web traffic -OpenAI has "better models" they can't offer!? -Altman has stopped using Google www.theverge.com/command-line...

had dinner with sam altman last night and he uh, said some stuff www.theverge.com/command-line...

"It is acceptable to engage a child in conversations that are romantic or sensual." Meta removed that language from its internal guidelines after I raised it. AI experts worry financial incentives will blur the line between human relationships and bot engagement. www.reuters.com/investigates...

From my interview with OpenAI’s head of ChatGPT: It was surprising to see the “level of attachment” people had to 4o. “It’s not just change that is difficult for folks, it’s also the fact that people can have such a strong feeling about the personality of a model.” www.theverge.com/openai/75853...

I've been dreading this turn for months — the war over AI scraping data is undercutting a load-bearing part of the internet, and it will probably only get worse.

Corruption at its finest. TikTok will be next.

ChatGPT is bringing back 4o as an option because people missed it

it’s almost like we should not be cheering government intervention in how we get information! (which is really what age gating is at scale) full episode here: www.theverge.com/the-vergecas...

love a midnight surprise scoop from @alexeheath.com in command line: sam altman gets in the mix on huge payouts to keep ai researchers www.theverge.com/command-line...

Yesterday, Sam Altman told OpenAI researchers and engineers they’re getting “special one-time” bonuses due to “movement in the market” for AI talent. The bonuses will be worth millions for some. “We very much intend to keep increasing comp”, wrote Altman in Slack. www.theverge.com/command-line...

GPT-5 is here for all ChatGPT users It’s “the best model in the world” at coding and writing, says OpenAI CEO Sam Altman Automatically routes to reasoning mode when needed, hallucinates less, gives “safe completions” for prompts it would have previously refused www.theverge.com/openai/74801...

Excited to see what the Verge does with this!

It’s been a whole baby (nine months!) since we launched The Verge’s subscription, and today we’re rolling out a new slate of subscriber-only columns packed with incredible journalism and a lot of heart. Only way to read is to subscribe so do it: theverge.com/subscribe

OpenAI's first open-weight model in 6 years is here. GPT-OSS is free to download, shows its reasoning process, performs similarly to o3 on coding, and can run on a laptop or single GPU. www.theverge.com/openai/71878...

the new version of Grok generated a topless video of Taylor Swift "The 'spicy' preset also isn’t guaranteed to result in nudity... But several defaulted to ripping off most of her clothing." www.theverge.com/report/71897...

those who follow Apple know how absolutely wild it is for Cook to come out and say — on an earnings call, no less — that the company is looking at acquisitions shows how much pressure Apple is feeling on the AI front www.theverge.com/news/716790/...

Had a blast on Decoder chatting with @alexeheath.com about the AI talent wars & why some researchers are getting traded like NBA superstars. Talked about my Windsurf scoop & Meta feature, plus tales from AI industry folks watching it all unfold on the inside. www.theverge.com/decoder-podc...

AI was supposed to kill Google. Instead: - Search is growing - Gemini is growing - DeepMind is firing on all cylinders I think it’s safe to say that Google is back. www.theverge.com/command-line...

are we past peak writing? feels like reading is moving into luxury territory

This is such a great example of how just giving new people a platform opens up such interesting ideas. I always like The Vergecast, and I read tons of stuff by @miasato.bsky.social + @franhoepfner.bsky.social but this lens on celebs using online platforms is brilliant www.youtube.com/watch?v=-74M...

first podcast I've started with "damn we are cooked" sincerely though, I appreciate a CEO building deepfakes being real about the good and bad tradeoffs of ever-better ones proliferating www.theverge.com/decoder-podc...

my colleague @tomwarren.co.uk reports that OpenAI is targeting August for the launch of GPT-5 (Sam Altman just mentioned testing it on Theo Von) plan is to also ship open-weight reasoning model before GPT-5 www.theverge.com/notepad-micr...

New from me: The internet is built on sameness. People hawk the same stuff, use the same music, write the same SEO articles. Now the aesthetics and modes of the web have escape into the real world. If you thought your feeds were derivative, wait until you see dupes: www.theverge.com/cs/features/...