Ashley Capoot

@ashleycapoot.cnbc.com

AI reporter at CNBC | signal: ashleycapoot.22

New: The Fed in April made an extraordinary warning that Anthropic's Mythos AI model posed an extraordinary cyber threat. Other institutions immediately went about using it to patch up their defenses. But not the Fed. It did not have access to Mythos as of mid-July. W/ @ashleycapoot.cnbc.com

The Fed rang the alarm about Anthropic's Mythos AI model — but had to go months without it

The central bank didn't have access to Claude Mythos Preview as of mid-July, even as other institutions were racing to patch their vulnerabilities.

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New: President Trump told CNBC that “it’s possible” there will be a deal allowing Anthropic’s AI models to be used within the DOD. His comments land after a high-profile clash between the Pentagon and Anthropic spilled into public view earlier this year. www.cnbc.com/2026/04/21/t...

Trump says Anthropic is shaping up and a deal is 'possible' for Department of Defense use

Trump said his administration had "some very good talks" with Anthropic during a meeting at the White House last week.

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Scoop w/ @kr00ney.bsky.social: OpenAI CRO Denise Dresser sent a memo to staffers touting the company’s alliance with Amazon as a key growth driver for its enterprise business, while noting the constraints of its long-standing tie-up with Microsoft. More here: www.cnbc.com/2026/04/13/o...

OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients

In an internal memo, OpenAI's new revenue chief pointed to the artificial intelligence company's ongoing effort to reduce its reliance on Microsoft.

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New: Over 10 months after shelling out an eye-popping $6.4B for Jony Ive’s devices startup, OpenAI announced it bought the media company TBPN. Experts told me OpenAI is "chasing vibes," and trying to determine whether there's “an M&A path to relevance.” More here: www.cnbc.com/2026/04/03/c...

'Chasing vibes' — OpenAI's M&A strategy gets more confusing with TBPN purchase

Over 10 months after shelling out an eye-popping $6.4 billion for Jony Ive's nascent devices startup, OpenAI announced it's buying media company TBPN.

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Scoop w/ @lorak.bsky.social: OpenAI included a lengthy risk factors section in a document distributed to prospective investors. OpenAI announced a $110B funding round in Feb., and the company is on track to close an additional $10B worth of commitments by end of March. www.cnbc.com/2026/03/23/o...

OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO

In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft and of supply disruptions at TSMC.

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New: OpenAI CEO Sam Altman went to extreme lengths to secure compute in 2025, inking a flurry of multibillion-dollar infrastructure deals. But as the company gears up for a potential IPO, OpenAI has tempered expectations and outlined a more measured strategy. www.cnbc.com/2026/03/22/o...

OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO

As OpenAI gears up for a potential IPO, it's outlined a more tempered infrastructure strategy and has moved away from an ambitious agreement with Nvidia.

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New: OpenAI is revamping its approach to e-commerce. The AI startup is moving away from the Instant Checkout feature it announced in Sept., and it's now working with retailers to create dedicated apps within ChatGPT. More here w/ @anniepalmer.bsky.social: www.cnbc.com/2026/03/20/o...

OpenAI's first crack at online shopping stumbled. It's preparing for the next wave

Etsy, Walmart and Shopify were quick to jump into Instant Checkout, but item information was often inaccurate and onboarding merchants was difficult.

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New: Emil Michael said Anthropic’s AI models would “pollute” the DOD's supply chain because they have “a different policy preference” baked in. Michael’s comments are the clearest explanation the DOD has offered about why it believes Anthropic is a supply chain risk. www.cnbc.com/2026/03/12/a...

Anthropic’s Claude would ‘pollute’ defense supply chain: Pentagon CTO

"This is not meant to be punitive," Michael told CNBC's "Squawk Box."

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OpenAI CEO Sam Altman to @cnbc.com on Anthropic/DoD spat: "For all the differences I have w/ Anthropic, I mostly trust them as a company, and I think they really do care about safety, and I've been happy that they've been supporting our war fighters. I'm not sure where this is going to go."

Scoop w/ @kr00ney.bsky.social: - OpenAI targeting ~$600 billion in total compute spend by 2030 - Projected revenue in 2030 is more than $280 billion - ChatGPT has more than 900 million weekly active users - First phase of $100B funding round coming early next week www.cnbc.com/2026/02/20/o...

OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030

OpenAI told investors it's targeting roughly $600 billion in total compute spend by 2030, trying to clarify its plans after touting a $1.4 trillion figure.

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ICYMI: Nvidia is in talks to invest up to $30 billion in OpenAI. This is different from the $100 billion infrastructure agreement in Sept., per source. Not tied to deployment milestones. Comes after months of speculation about status of $100 billion deal. More here: www.cnbc.com/2026/02/19/n...

Nvidia is in talks to invest up to $30 billion in OpenAI, source says

The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.

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Scoop: Cohere hit roughly $240 million in ARR last year, surpassing its $200 million target, according to a February investor memo viewed by CNBC. The company's gross margins averaged around 70% in 2025, expanding by 25 basis points YoY, the memo said. www.cnbc.com/2026/02/13/a...

Enterprise AI startup Cohere tops revenue target as momentum builds to IPO: Investor memo

Cohere's competitors OpenAI and Anthropic are also weighing potential IPOs and competition for enterprise customers is heating up.

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Scoop w/ @kr00ney.bsky.social: - ChatGPT is back to exceeding 10% monthly growth - OpenAI aiming to launch a new model this week - Codex grew ~50% in a week - OpenAI will begin testing ads w/in ChatGPT today - Fundraising talks to accelerate over next two weeks www.cnbc.com/2026/02/09/s...

Sam Altman touts ChatGPT's reaccelerating growth to employees as OpenAI closes in on $100 billion funding

OpenAI CEO Sam Altman told employees that ChatGPT's monthly growth is back above 10%, as competition ramps up in generative AI.

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New: Mozilla President Mark Surman is building a “rebel alliance of sorts” to act as a counterforce to large AI companies like OpenAI and Anthropic. The org will deploy its ~$1.4B in reserves to support "mission driven" tech companies, including it own. More here: www.cnbc.com/2026/01/27/m...

Mozilla is building an AI ‘rebel alliance’ to take on industry heavweights OpenAI, Anthropic

Mozilla is looking to deploy its roughly $1.4 billion in reserves to support "mission driven" companies and nonprofits, and is particularly focused on AI.

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