9 articles tagged with "OpenAI"
Insight OpenAI's post-money valuation reached $852B in March 2026. I look at the Microsoft deal amendment, advertising push, Sora shutdown, and the Musk lawsuit through an investor lens.
Insight Analyzing the upcoming OpenAI and Anthropic IPOs from an investor perspective, focusing on three key concerns: gross vs. net revenue recognition, circular transactions, and barter offsets.
Insight Starting from Arm's entry into AI server chips, this post traces how SoftBank is evolving from the Vision Fund era's broad portfolio approach into a vertical integration strategy spanning chips, data centers, and power — centered on OpenAI, Arm, Ampere, and SB Energy.
Insight The Abilene expansion pullback, SoftBank's massive bridge loan, and investor caution around OpenAI's IPO. An analysis of how the grand Stargate AI infrastructure vision is now facing the realities of execution and financing.
Insight Examining OpenAI's pivot from in-chat checkout to advertising, Amazon's position as both investor and competitor, and Alibaba's vertical integration advantage in AI commerce.
Insight Analyzing the strategic positioning of Microsoft (Azure) and Amazon (AWS) around OpenAI's API ecosystem, and the emerging contest for AI agent infrastructure dominance.
Series How pivoting to OpenAI API fine-tuning on gpt-4o-mini achieved stable JSON output and sufficient accuracy in just 8 minutes, after months of struggle with open-source models.
Series A detailed look at how I designed training data for stock price prediction, integrating company information, news, stock prices, financials, and macroeconomic indicators into a structured JSON format for LLM fine-tuning.
Series How choosing DeepSeek as a translation provider based on cost alone led to Chinese text leakage, latency issues, and data exposure -- and why I unified everything under ChatGPT.