Articles
OpenAI's Convergence Problem: $600 Billion in Commitments, Slowing Revenue, and a Trial That Could Stop the IPO Clock
Three things happened to OpenAI this week that individually would qualify as consequential news. Together, they form something rarer: a legible stress test of the company's entire operating thesis. On Monday, OpenAI and Microsoft announced a sweeping revision to the partnership that has defined commercial AI since 2019,