Company
AI research company and maker of the GPT family. Relevant to the agent ecosystem as a frontier-model provider and as the company OpenClaw founder Steinberger joined in February 2026.
SpaceX's GPU rental business has annualized to roughly $28B, about twice the scale of major neocloud players. The customer it doesn't have tells you more about who controls AI's compute layer than the three it does.
GPT-Realtime-2, OpenAI's first voice model with GPT-5-class reasoning, is now usable in third-party tools with document context attached. It still isn't in the ChatGPT iPhone app. The sequencing tells you who OpenAI thinks matters.
OpenAI shipped Lockdown Mode to ChatGPT this month. It doesn't stop prompt injection. It cuts the exfiltration path the injection needs to pay off, and that trust-boundary move is more honest than any detector.
