OpenAI told investors its revenue jumped 50% to around $10 billion in the third quarter (https://www.theinformation.com/articles/openai-revenue-jumps-10-billion-third-quarter?offer=rtsu-engagement-25&cio_link_id=eyJlbWFpbF9pZCI6ImRnU2kwUVlEQUplSkJwYUpCZ0doeC1lRTE4NlBici13UUFmV2FMaz0iLCJocmVmIjoiaHR0cHM6Ly93d3cudGhlaW5mb3JtYXRpb24uY29tL2FydGljbGVzL29wZW5haS1yZXZlbnVlLWp1bXBzLTEwLWJpbGxpb24tdGhpcmQtcXVhcnRlcj9vZmZlcj1ydHN1LWVuZ2FnZW1lbnQtMjVcdTAwMjZjaW9fbGlua19pZD1DSU8tLUxJTktJRFx1MDAyNnV0bV9jYW1wYWlnbj0lNUJDbGF1ZGUlNUQrUlRTVSUzQStPcGVuQVx1MDAyNnV0bV9jb250ZW50PTE1OTYxXHUwMDI2dXRtX21lZGl1bT1lbWFpbFx1MDAyNnV0bV9zb3VyY2U9Y2lvXHUwMDI2dXRtX3Rlcm09MTA5OTIiLCJpbnRlcm5hbCI6ImEyZDEwNjAzODY0YTk3ODkwNiIsImxpbmtfaWQiOjEzNDYwOCwicG9zaXRpb24iOjF9__aadd975adecb652eb2b876268a6486775b57e01b655d9d11868c0f052c6a54fb&utm_campaign=%5BClaude%5D+RTSU%3A+OpenA&utm_content=15961&utm_medium=email&utm_source=cio&utm_term=10992), rebounding from a stretch of slower growth.

Mark Zuckerberg is on a roll. Fresh off his triumphant rollout of the Muse personal agent, he signaled his commitment to selling AI to companies by announcing the poaching of CJ Desai, MongoDB’s CEO, as head of a newly created Meta Enterprise Platform business. Desai has had a long career in enterprise software, at companies including ServiceNow and Cloudflare before MongoDB, making him a significant hire. We still don’t know exactly how expansive Meta Platforms’ ambitions are for enterprise. Will Zuckerberg use some of its data center capacity to go into the neocloud business? Zuckerberg’s announcement—and Desai’s own background—suggest Meta is more interested in selling AI agents and software to businesses. Whatever the case, Zuckerberg must have made a good case to Desai about the scope of his ambitions. Desai only joined MongoDB last November, and presumably he wouldn’t have bolted without a very good reason (and/or a big paycheck). It’s a pity he couldn’t have negotiated a better title than chief enterprise platform officer, however. https://about.fb.com/news/2026/09/launching-meta-enterprise-platform/?utm_campaign=article_email&utm_content=article-17903&utm_medium=email&utm_source=sg

China touts #Artificial Intelligence milestone: models generate more tokens than used in training (https://southchinamorningpost.cmail20.com/t/t-l-yddhldik-yhtkxshy-j/) #🇨🇳 ChinA.I. 🤖🧠🦾🤖

Is there a fire alarm going off at Microsoft’s headquarters? A slew of Microsoft executives have bolted for the exits in recent weeks, most recently Ryan Roslansky, executive vice president of Office apps, who said Thursday he would leave at the end of this year. A day earlier it was Microsoft Science President Peter Lee’s turn. Both follow a bunch of other senior exits over the past few months, most prominently Office and Windows chief Rajesh Jha. Those exiting are mostly veterans who had been at the company for 15 years or more. Each had their own reasons for leaving, we’d guess—for example, new jobs elsewhere. But it’s likely not a coincidence they’re choosing to leave as Microsoft, like other companies, is having to rethink how it operates to deal with both the opportunities and the threats posed by AI. In this environment, it makes sense that people who have been at Microsoft for years and probably have made a lot of money on the stock (it’s up 1,289% since 2014, according to Koyfin) would decide to get out now while the going is good. After all, while Microsoft’s cloud operation will surely grow faster as a result of AI workloads, new AI services could undercut its software business. If you’re a Microsoft veteran who no longer has the hunger to prove yourself, why deal with the stress? Leave it to younger people. It’s also notable that in recent months, CEO Satya Nadella has been promoting younger folk, such as Asha Sharma, who has recently been getting a lot of attention as she shakes up the troubled gaming unit. And in the spring, Nadella put Charles Lamanna and Jacob Andreou in charge of Copilot. Both Andreou and Sharma are relatively new to Microsoft, having previously worked at Snap and Instacart, respectively, among other places. Who else might leave? Microsoft is a 51-year-old company, so there are probably lots of veterans. Roslansky’s and Lee’s departures this week surely won’t be the last. #Game addicts 🤪🎮 https://www.nytimes.com/2026/09/30/arts/xbox-microsoft-asha-sharma.html?utm_campaign=article_email&utm_content=article-17920&utm_medium=email&utm_source=sg

Nvidia is developing a workaround to the data center backlash: retrofitting old telecom buildings with racks of its newest chips (https://www.theinformation.com/articles/nvidias-workaround-data-center-backlash-retrofitting-old-telephone-buildings?offer=rtsu-engagement-25&cio_link_id=eyJlbWFpbF9pZCI6ImRnU2kwUVlEQUplSkJwYUpCZ0docmJucE1WZmZ4dmQxMjQwY29kVT0iLCJocmVmIjoiaHR0cHM6Ly93d3cudGhlaW5mb3JtYXRpb24uY29tL2FydGljbGVzL252aWRpYXMtd29ya2Fyb3VuZC1kYXRhLWNlbnRlci1iYWNrbGFzaC1yZXRyb2ZpdHRpbmctb2xkLXRlbGVwaG9uZS1idWlsZGluZ3M_b2ZmZXI9cnRzdS1lbmdhZ2VtZW50LTI1XHUwMDI2Y2lvX2xpbmtfaWQ9Q0lPLS1MSU5LSURcdTAwMjZ1dG1fY2FtcGFpZ249JTVCQ2xhdWRlJTVEK1JUU1UlM0ErTnZpZGlcdTAwMjZ1dG1fY29udGVudD0xNTkxN1x1MDAyNnV0bV9tZWRpdW09ZW1haWxcdTAwMjZ1dG1fc291cmNlPWNpb1x1MDAyNnV0bV90ZXJtPTEwOTUzIiwiaW50ZXJuYWwiOiJhMmQxMDYwMzg2NGE5Nzg5MDYiLCJsaW5rX2lkIjoxMzAyMjgsInBvc2l0aW9uIjoxfQ__d2ec10fd0f7e10a437df460f14b4aec374bb213702eb699d1bd113b42a50bb93&utm_campaign=%5BClaude%5D+RTSU%3A+Nvidi&utm_content=15917&utm_medium=email&utm_source=cio&utm_term=10953).

OpenAI has signed deals with Magnite and PubMatic, whose software enables advertisers to place their ads on websites and other digital platforms, to fill unused ad space on ChatGPT, according to three people familiar with the deals. Advertisers are using Magnite and PubMatic’s software to set spending budgets, place bids and upload their ads on ChatGPT while OpenAI’s ads system controls ad delivery, or where and how the ads are shown, a spokesperson for OpenAI said Friday in a statement to The Information. The partnerships make it “easier for advertisers to buy and manage ChatGPT ads through tools they already use,” the spokesperson said. The partnerships haven’t been announced. The volume of ads coming through the two companies is still small, but the ad tech companies expect it to grow quickly, according to people familiar with the partnerships. #Digital Wellness 📱🧘 As it seeks to develop its ad business, OpenAI has made agreements with several companies that connect advertisers to platforms like its own, such as Criteo, LiveRamp, StackAdapt or in September, Amazon Ads. It has also cut ad rates and unleashed new tools such as ads that let users chat with a brand by clicking to make ChatGPT more attractive to advertisers. Magnite shares rose 4% and PubMatic shares rose 4.5% in morning trading Monday following The Information’s report. https://www.theinformation.com/briefings/exclusive-openai-sign-deals-magnite-pubmatic-fill-unused-chatgpt-ad-space?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124&rc=gzsl71

Honestly reading raw floating points and knowing what game a network was trained on with 99% confidence is the part that melted my brain. We went from "neural networks are black boxes" to LLMs literally doing brain surgery on other models in real time. RSI is starting to look less like sci-fi and more like a standard Python script 🤯

Instead of strict bans or caps, some companies are turning to smart routing software (used by AWS and Uber) that automatically switches between various frontier and open-source models to optimize and cut expenses without stifling experimentation. https://www.theinformation.com/articles/hubspot-snowflake-others-avoiding-ai-spending-caps?offer=rtsu-engagement-25&utm_campaign=%5BClaude%5D+RTSU%3A+Why+H&utm_content=15958&utm_medium=email&utm_source=cio&utm_term=10989&rc=gzsl71

Is it actually possible to be happy without strong social connections or responsibilities? Can pure introversion or deep solitude lead to real contentment, or do humans fundamentally need a community to thrive? the idea that having people rely on you isn't a burden, but actually the source of real joy. 🤔 The 'thrill of not being needed' definitely gets old as you get older. #MEDITATION (mindfulness) #Healthspan Advocates https://medium.com/zenite/happiness-isnt-about-being-carefree-f225f949ea85

United Airlines said Wednesday it will ban #Artificial Intelligence agents and assistants from booking its flights, following similar bans by banks and retailers that cited privacy concerns. #Travel Junkie #Digital Wellness 📱🧘 The ban covers bookings made directly on United’s app and website as well as through travel agencies and aggregators. The airline said it is updating its booking, ticketing and distribution policies as well as its help page for customers willing to protect their personal information. The airline said AI assistants with access to customer accounts can expose sensitive information and can make purchases or account changes that customers didn’t intend. Automated actions could also violate Federal Aviation Administration and Department of Transportation rules, such as requiring that a person confirms their bags don’t contain banned substances when checking-in, United said. Other industries, such as banking, have also turned against agents. On its third-quarter earnings call in October, JPMorgan Chase said it is blocking outside agents such as Muse and Instinct from client accounts, citing risks to clients and the bank. Wells Fargo said it could restrict some AI tools and changed its terms so customers are responsible for their agents’ actions. Amazon blocked Muse from shopping on its site in September, citing privacy and security risks. Booking travel has been a big part of how Muse and Instinct sell themselves. Meta positioned Muse around taking busywork off users’ plates and listed “researching and booking a trip” first among its examples. Instinct, whose valuation jumped from $2.5 billion to about $10 billion in talks within a month, asks users for their card details and passwords so it can shop or book travel for them. Representatives for Muse and Instinct didn’t respond to requests for comment. https://united.mediaroom.com/news-releases?item=125496&utm_source=chatgpt.com&utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124

DeepSeek has open-sourced DeepInfer, the in-house framework for running its own models. The move reveals some of the technical secrets behind how the Chinese AI developer achieves high efficiency and low compute costs when running its models at scale. #🇨🇳 ChinA.I. 🤖🧠🦾🤖 Access to DeepInfer is likely to help third-party AI inference platforms that host DeepSeek models, such as Fireworks and Baseten, run DeepSeek’s latest models more efficiently and earn higher margins. But DeepInfer could also have a broader impact. Other AI labs in China and the U.S. could study DeepSeek’s open-source framework and learn how to increase the inference efficiency of their own models, developers say. DeepInfer supports Nvidia’s Blackwell chips as well as Huawei’s Ascend 950 chips, DeepSeek said. DeepInfer, however, doesn’t reveal everything. DeepSeek, for example, hasn’t open-sourced some of its proprietary techniques, such as those for managing memory and controling how the model distributes traffic across servers. While DeepSeek’s revenue is minuscule compared to OpenAI and Anthropic, the Chinese company is achieving healthy margins. Its gross margin for the business of selling access to its models in the first seven months of this year was 82.9%, higher than both Anthropic and OpenAI during similar periods https://github.com/deepseek-ai/DeepInfer?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124