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Top stories today:
- OpenAI said to top $25B annualized revenue by end-Feb.
- GPT-5.4 in development with āextremeā reasoning, 1M-token context
- Apple unveils $599+ MacBook Neo with A18 Pro chip, 16hr battery
- Anthropic gains Big Tech backing as Amodei blasts OpenAI DoW deal
- Google cuts Play Store commissions, allows alternative app stores
- Neura Robotics said to raise ā¬1B at ~ā¬4B valuation backed by Tether
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. OpenAI said to top $25B annualized revenue by end-Feb.
~$30B would be OpenAIās annualized revenue if based on last weekās spike, though it typically multiplies the past 4 weeks by 12.
~920M were reportedly ChatGPTās weekly active users at end-Feb.
OpenAI reportedly held talks with The Trade Desk on ads that could double ChatGPT consumer revenue to $17B.
ChatGPT is scaling back Instant Checkout, shifting purchases to partner apps.
OpenAI is reportedly negotiating additional DoW safeguards against domestic surveillance.
OpenAIās $30B investment āmight be the lastā as it gears up for an IPO, NVIDIA CEO Jensen Huang said separately.
Q4 IPO expected as OpenAI has reportedly picked Cooley and Wachtell Lipton Rosen & Katz to prepare its listing.
NVIDIAās $10B investment in Anthropic would also likely be its last, Huang said.
From AI data centers to EVs, energy storage demandās exploding, and lithium powers it all.Ā
Now Morgan Stanley estimates the market will face an 80k-ton shortfall this year alone. With 5X demand growth expected by 2040, the deficit is just starting.
Great timing for EnergyX. Their patented tech can recover up to 3X more lithium than traditional methods in a fraction of the time, earning a $1B private valuation and investment from leaders like General Motors and POSCO.
*Energy Exploration Technologies, Inc. (āEnergyXā) has engaged Bay Area Times to publish this communication in connection with EnergyXās ongoing Regulation A offering. Bay Area Times has been paid in cash and may receive additional compensation ($9,000 contracted). Bay Area Times and/or its affiliates do not currently hold securities of EnergyX.
This compensation and any current or future ownership interest could create a conflict of interest. Please consider this disclosure alongside EnergyXās offering materials. EnergyXās Regulation A offering has been qualified by the SEC. Offers and sales may be made only by the qualified offering circular. Before investing, carefully review the offering circular, including the risk factors. The offering circular is available at invest.energyx.com/.
Comparisons to other companies are for informational purposes only. Past performance is not a guarantee of future results.
3. GPT-5.4 said in development by OpenAI with āextremeā reasoning, 1M-token context
Representational image generated using ChatGPT.
The āextremeā mode would spend more time and compute on tough questions.
It could attract more enterprise users building agents and automating complex tasks.
Google and Anthropic already offer 1M-token context windows on some models.
Earlier OpenAI models, including GPT-4.1, had 1M tokens before GPT-5.2 cut it to 400K.
