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Headlines · 3
- Peec AI finds OpenAI partner content prioritized in ChatGPT
Peec AI researcher David Konitzny found that OpenAI licensing partners receive pre-generated summaries in ChatGPT, while ordinary web pages appear as raw text snippets. Partner entries are placed ahead of all web results; across 1,000 analyzed ranked lists, they made up 70% of entries in positions one through three and 23% in positions seven through ten. The analysis identified 12 publishers spanning 43 domains, including Condé Nast, Hearst, Axel Springer, News Corp, Reuters and AP.
The Decoder · 🔥 0 - Who is actually paying Anthropic? A look inside its revenue mix
A commentary republished by TMTPost and written by Naojiti asks who actually funds Anthropic, citing Reuters figures that its 2025 revenue approached $4.6 billion, roughly 12 times the previous year. More than 80% of that came from usage-based API and token billing rather than subscriptions, and about 47% of sales flowed through Amazon and Google cloud platforms, the piece says, while 2025 operating losses exceeded $8 billion, including $7.3 billion in compute and infrastructure spending. The article also flags that talk of a $2 trillion valuation and a record IPO sits among unverifiable rumours, and argues that the loudest Chinese-language discussion — account resale and access workarounds — is not Anthropic's core business, with the US market supplying nearly two-thirds of sales.
钛媒体 · 🔥 0 - CoreWeave shares and bonds slide as investors sour on AI infrastructure debt
CoreWeave closed down about 15.5% on Oct 14 as yields on its bonds approached 15% amid investor concern about heavy AI-related borrowing, with Oracle down 8.8%, Nebius 10% and Dell 11.3% in the same session. Reuters reported the stock was down more than 15% for the week by Thursday's close, the yield on one bond due in 2031 briefly rose above 16%, and the cost of insuring its debt against default climbed past 1,000 basis points, a record. Bloomberg, cited by 36Kr, reported the three co-founders have sold $3.3 billion of stock since the March 2025 IPO, while TechNews said CEO Michael Intrator and related entities had sold over 10 million shares for nearly $1 billion; the company says its signed backlog of more than $129 billion covers its debt, and in August it raised its full-year capex forecast to $35–39 billion.
Techmeme · 🔥 0
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