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Top stories today:
- OpenAI begins testing ads in ChatGPT for U.S. users
- Alphabet sells $20B of USD bonds, plans 100-year GBP bond
- ChatGPT āback to exceeding 10% monthly growth,ā Altman tells staff
- Stripe said to weigh tender offer at $140B+ valuation
- Apollo said to near $3.4B loan to fund NVIDIA chips for Elonās xAI
- Databricks raises $5B at $134B valuation
0. Data and calendar
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. OpenAI begins testing ads in ChatGPT for U.S. users
Logged-in adult users on the Free and ChatGPT Go tiers are seeing ads.
Ads do not change ChatGPTās answers, OpenAI said.
Advertisers do not have access to chats, chat history, memories, or personal details, per OpenAI.
Users can dismiss ads, share feedback, and delete ad data via Ads controls.
Ads wonāt appear near āsensitive or regulated topics like health, mental health, or politics,ā OpenAI said.
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3. Alphabet sells $20B of USD bonds, plans 100-year GBP bond
Alphabetās capital spending is set to ~2x to $180.4B in 2026 amid the AI race:
Up from $15B initially planned, after drawing $100B+ in orders.
The 100-year bond would reportedly target insurance companies and pension funds.
4. ChatGPT āback to exceeding 10% monthly growth,ā Sam Altman tells OpenAI staff
Representational image generated using ChatGPT.
