OpenAI Has Receipts

OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs, and Microsoft told engineers tokenmaxxing was over.

Links

OpenAI drags Apple's lawsuit into the court of public opinion (The Verge)

Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal (Reuters)

Bending Spoons buys Airtable at an implied equity value of ~$2.25B, five years after a $735M round valued the no-code company at $11.7B; Airtable's ARR is now ~$480M (Silicon Republic)

Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years (Bloomberg)

Sources: the US is preparing to set a price floor and impose tariffs on polysilicon, a material critical to chips, later this month, in a bid to counter China (Reuters)

Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons (Bloomberg)

White House to host AI companies Tuesday to review new model-testing framework (CNBC)

Internal email: Microsoft introduces token budget limits for employees' AI use, saying "tokenmaxxing is not what we are optimizing for" (404 Media)

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