OpenAI Takes Out Another Niche

OpenAI Takes Out Another Niche

Author: Morning Brew May 18, 2026 Duration: 20:52
OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 89%. ArXiv cracks down on AI slop, Apple's Siri relaunch may still be a beta, and SF vibes are frenetic. OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze spending and more (TechCrunch) Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (The Information) ArXiv, the repository of preprint academic research, says it will ban authors for a year if their papers have "incontrovertible evidence" of AI-generated work (404 Media) Sources: Apple's revamped Siri may launch in beta, and will have an option to auto-delete chats; Apple plans to add Suggested Genmoji to iOS 27 and iPadOS 27 (Bloomberg) A college senior at Stanford describes how AI has changed classes: cheating using AI "has become omnipresent" with students "fudging just about everything" (NYT) SF vibes are frenetic over the huge divide in outcomes and career uncertainty for software engineers; over 5 years ~10K people in AI attained retirement wealth (X / @deedydas) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Author: Language: English Episodes: 100

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Podcast Episodes
The Bots Have Won The Web! [not-audio_url] [/not-audio_url]

Duration: 20:59
Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognition code in its app, a…
Small And Open Source Still Has A Horse In This Race [not-audio_url] [/not-audio_url]

Duration: 21:59
Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now C…
Microsoft Build [not-audio_url] [/not-audio_url]

Duration: 19:32
Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first devices. Trump signe…
What Will These IPOs Do To The Stock Market? [not-audio_url] [/not-audio_url]

Duration: 22:02
Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, a…
Interviewing For A Job At Anthropic? DON’T Use AI. [not-audio_url] [/not-audio_url]

Duration: 21:46
Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding…
Portfolio Profile: Sora [not-audio_url] [/not-audio_url]

Duration: 46:24
Find out more about Sora here. Find out more about the Ride Home Fund here. Learn more about your ad choices. Visit megaphone.fm/adchoices
New Claude, New Realities [not-audio_url] [/not-audio_url]

Duration: 24:10
Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an A…
RAMpocalypse Now! [not-audio_url] [/not-audio_url]

Duration: 21:08
Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp, and Ou…
What If GPT-5.5 Is Actually Way Ahead? [not-audio_url] [/not-audio_url]

Duration: 21:08
Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a new coding benchmar…
The Pope Gets AI Religion [not-audio_url] [/not-audio_url]

Duration: 19:30
Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "…