Newsletters
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OpenAI is ‘strongly positioned,’ says Wedbush’s Dan Ives
Good morning. OpenAI is planning to spend as much as $600 billion on compute by 2030. Now, questions are emerging about whether its revenue can keep up. OpenAI reportedly missed its internal target of 1 billion weekly active users for ChatGPT by the end of 2025. As of February, the company had reached approximately
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Exclusive: Vanta hits $300 million ARR as ‘shadow AI’ explodes across corporate America
Most corporate employees in America have likely signed up for ChatGPT. And Claude. And possibly Cursor. Their employer’s security team has no idea—or even if they do, they can’t keep up. This paradox is why Vanta is having a blockbuster year. The San Francisco-based security and compliance company has crossed $300 million in annual recurring
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CEO turnover is up, and boards are favoring experienced insiders who can hit the ground running
In today’s CEO Daily: Diane Brady digs into the data behind recent chief executive churn. The big leadership story: GM’s hefty tariff refund is only part of the story. The markets: Mixed globally as Wall Street awaits Magnificent 7 earnings Plus: All the news and watercooler chat from Fortune. Good morning. You’re not imagining it:
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Bloomberg, the OG of financial data firms, has a potent new AI agent. How it built it holds lessons for other companies
Hello and welcome to Eye on AI. In this edition…China blocks Meta’s purchase of Manus…OpenAI falls short of its revenue and growth targets…Anthropic shows AI models can help advance AI safety research…Sen. Bernie Sanders’ decision to invite Chinese AI experts to a Capitol Hill panel provokes China hawks’ ire. In their battle for enterprise sales,
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How a Spanish startup pivoted to video AI and built a $230 million ARR business with no VC funding
Greetings, Tech Editor Alexei Oreskovic guest-writing your Term Sheet today. Silicon Valley likes to think of itself as the center of the tech universe, and San Francisco’s heavy concentration of AI companies is only reinforcing that habit. But innovation, creativity, and entrepreneurial acumen aren’t restricted by borders, as I was reminded when talking to Joaquín
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The metrics driving Verizon’s turnaround
Good morning. Verizon is starting to show what happens when customer experience becomes a growth strategy. The telecom giant is in the midst of a multi-year transformation toward a leaner, AI-driven model. On the company’s Q1 earnings call Monday, Dan Schulman, chief executive since October, pointed to churn as “the clearest measure” of whether the
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What the NSA’s former director wants CEOs to know about navigating a dangerous world
In today’s CEO Daily: Diane Brady shares highlights from a conversation with Michael Rogers. The big leadership story: Budget airline execs ask the Trump administration for help. The markets: Mixed globally after the S&P 500 hit another record high. Plus: All the news and watercooler chat from Fortune. Good morning. What does it mean to
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HR leaders are going quiet on the topics that matter most. This author has a fix
Good morning! HR leaders are doing the math on whether to speak up about issues like layoffs, benefit changes, DEI, and other charged workplace issues. For many, silence can feel like the safest option. Radical Candor author Kim Scott argues that calculation is incomplete. Her message to HR: silence is not a risk-free strategy. When
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Apple’s longtime CEO sat out the crypto revolution. His successor should choose a different path
It’s been quite a run for Tim Cook. During his 15 years as the head of Apple, Cook grew the company’s market cap from $350 billion to $4 trillion and cemented its status as one of the most dominant and trusted brands on the planet. Few would dispute that his tenure has been a smashing
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How a chance encounter in Texas sparked a $1 billion Kleiner Perkins-backed AI startup
Tyson Chen and Apurva Shrivastava were chasing restaurants when they found an HVAC company. The two engineers had first met at MIT poker night and built an AI system to handle missed calls—originally, they thought this made sense for restaurants, specifically. But, as Chen and Shrivastava wandered a Texas restaurant conference, a Dallas heating and