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Top stories today:
- OpenAI said to boost compute margin to ~70% from ~52%
- New York signs AI safety law despite Trump blocking order
- Cerebras said to file for U.S. IPO in Q2 2026
- Elonās $56B Tesla pay package must be restored, Delaware court rules
- Sam Altman said to spin out brain-computer interface startup
- Anthropicās Claude Opus 4.5 hits 50% task time horizon in under 5 hrs
0. Data and calendar
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All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. OpenAI said to boost compute margin to ~70% from ~52% at end-2024
OpenAIās post-compute revenue share has reportedly risen in recent months.
The ~70% compute margin remains well below levels seen at publicly traded software companies.
Anthropic posted a ~-90% compute margin in 2024.
However, Anthropic could overtake OpenAI in overall server efficiency over time, as it has fewer nonpaying users.
OpenAIās margin gains were driven by an internal ācode redā effort and lower compute rental costs.
Anthropicās revenue has grown 8Ć, while OpenAIās annualized revenue has ~3xād since the start of 2025
Relatedly, SoftBank is said to race to meet its $22.5B commitment to OpenAI by year-end.
2. New York signs AI safety law despite Trump order blocking state regulation
Fri.: Gov. Kathy Hochul signed the sweeping AI safety bill.
Jan. 1, 2027: AI firms with $500M+ in revenue must publish and follow protocols to prevent critical harm and report serious breaches.
Companies face fines for violations.
A new office within New Yorkās financial regulator will oversee enforcement, rulemaking, fees, and annual AI safety reports.
Developers must disclose AI safety incidents within 72 hours, stricter than Californiaās 15-day rule.
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4. Cerebras said to file for U.S. IPO in Q2 2026
