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7 articles tagged “business”.

person using microsoft surface laptop on lap with two other peopleTechnology

OpenAI turned ChatGPT into an ad platform. The numbers say it’s harder than it looks.

OpenAI launched a self-serve Ads Manager in ChatGPT — no minimum spend, $100M in six weeks, a $2.5B target. But it already swapped CPM for CPC as rates fell from $60 to $25. The answer engine is becoming an ad business.

May 22, 20263 min read
gray spacecraft taking off during daytimeTechnology

SpaceX filed for the biggest IPO ever. The S-1 says Starlink is the only part that makes money.

SpaceX is targeting a ~$1.75 trillion June listing under SPCX — the largest IPO in history. The filing tells a sharper story: Starlink is the cash engine, the rest burns billions, and Musk keeps 85% of the votes.

May 22, 20263 min read
brown wooden hallway with gray metal doorsAI & ML

Anthropic is about to post its first profit — in the two months its compute bill is discounted.

Anthropic told investors it expects a $559M operating profit on $10.9B Q2 revenue — its first ever. The catch the headline skips: those are the exact two months its $1.25B/month compute bill is discounted.

May 22, 20263 min read
black and white box fanTechnology

Nvidia beat everything — and the stock fell. The market stopped grading the quarter.

Record $81.6B revenue, data center up 92%, a $91B guide, an $80B buyback — and Nvidia's stock slid. When you're priced for perfection, the question isn't the quarter. It's the half-life of the AI buildout.

May 22, 20263 min read
cable networkCareer

Meta is cutting 8,000 jobs to pay for AI. The capex is the real headline.

Meta is laying off ~8,000 people and canceling 6,000 open roles while its 2026 AI capex climbs toward $145B. The layoff isn't the story — the trade between headcount and compute is.

May 22, 20263 min read
space gray iPhone XAI & ML

Google's $100/month AI tier is the real story from I/O — the bundle war begins.

Buried in Google I/O was the number that matters: $100/month for AI Ultra and the always-on Gemini Spark agent. Google isn't selling a chatbot — it's selling a bundle OpenAI can't match.

May 22, 20263 min read
stock market candlestick chart on dark screenTechnology

OpenAI files to go public. The AI era is about to get a market price.

OpenAI filed confidentially for an IPO targeting a ~$1 trillion September listing. The real story isn't the first-day pop — it's that an S-1 finally puts numbers under oath on the most capital-intensive software ever built.

May 22, 20263 min read