Sources: SpaceX is planning a secondary share sale that would value the company at $800B, surpassing OpenAI to make it the most valuable US private company (Wall Street Journal)

Anti-AI activist Sam Kirchner is currently on the run after allegedly threatening to shoot and kill employees of OpenAI, prompting police to label him as armed and dangerous. This situation has led to heightened security measures at OpenAI's San Francisco offices, where employees have been instructed to remain indoors and avoid displaying any OpenAI branding.

IBM CEO Arvind Krishna has stated that he does not perceive an AI bubble, despite widespread concerns among analysts and investors, emphasizing that the focus should be on the $8 trillion investment in data centers rather than speculative financial trends. He expressed worries about the unsustainable infrastructure investments by AI companies like OpenAI, which are pursuing advanced AI capabilities.

OpenAI is facing significant challenges as it declares a 'code red' for its ChatGPT platform amid rising competition from Google's Gemini 3, which has rapidly gained a substantial user base. This situation reflects a growing concern within OpenAI regarding its market position and sustainability.

Google has been found to gather three times the amount of AI training data compared to OpenAI, leveraging its search monopoly to enhance its AI capabilities. This revelation comes amid ongoing antitrust scrutiny, where Google acknowledges using publisher content for AI training despite potential legal challenges.

A federal court has ordered OpenAI to disclose 20 million anonymized ChatGPT logs as part of a lawsuit filed by the New York Times. This ruling is significant as it highlights the ongoing scrutiny of AI companies regarding user data and transparency in their operations.

The recent release of GPT-5 by OpenAI has sparked a negative shift in public sentiment towards AI, with many users criticizing the model for its perceived flaws rather than recognizing its capabilities. This backlash has led to claims that AI progress is stagnating, with some commentators labeling the technology as 'AI slop'.

Google Workspace has introduced new AI automation features, intensifying competition with OpenAI as the tech giant seeks to enhance its productivity tools. This update includes a one-page template for daily releases and insights from Anthropic on employee AI usage, reflecting a broader trend in AI integration within workplace environments.

OpenAI's video generator, Sora, has seen a decline in enthusiasm following an initial surge of interest, as reported by Ellen Huet in Bloomberg Technology. The fading excitement highlights challenges in sustaining user engagement and innovation in the competitive AI landscape.