OpenAI Has Receipts

OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs, and Microsoft told engineers tokenmaxxing was over.

Links

• OpenAI drags Apple's lawsuit into the court of public opinion (theverge.com/ai-artificial-intelligence/974914…) (The Verge)

• Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal (reuters.com/legal/transactional/bending-spoons…) (Reuters)

• Bending Spoons buys Airtable at an implied equity value of ~$2.25B, five years after a $735M round valued the no-code company at $11.7B; Airtable's ARR is now ~$480M (siliconrepublic.com/business/bending-spoons-bu…) (Silicon Republic)

• Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years (bloomberg.com/news/articles/2026-08-04/anthrop…) (Bloomberg)

• Sources: the US is preparing to set a price floor and impose tariffs on polysilicon, a material critical to chips, later this month, in a bid to counter China (reuters.com/world/china/us-weighs-polysilicon-…) (Reuters)

• Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons (bloomberg.com/news/articles/2026-08-03/china-i…) (Bloomberg)

• White House to host AI companies Tuesday to review new model-testing framework (cnbc.com/2026/08/03/white-house-ai-companies-v…) (CNBC)

• Internal email: Microsoft introduces token budget limits for employees' AI use, saying "tokenmaxxing is not what we are optimizing for" (404media.co/microsoft-tells-engineers-tokenmax…) (404 Media)

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