In partnership with
News of the day
1. OpenAI missed Q1 2026 revenue targets, facing pressure from Anthropic and Google, leading to internal tensions over spending. → Read more
2. Bloomberg is integrating AI into its Terminal with ASKB, a chatbot interface designed to help finance professionals find insights faster and test investment ideas using natural language. → Read more
3. Elon Musk boosts Ronan Farrow's New Yorker article on Sam Altman's alleged deception as Musk's lawsuit against OpenAI goes to trial. → Read more
4. Microsoft's VibeVoice model offers fast, MIT-licensed speech-to-text with built-in speaker diarization. It transcribes an hour of audio in under 9 minutes on a Mac, outputting structured JSON. → Read more
Our take
Hi Dotikers!
Yesterday, we were reading Sequoia's Julien Bek predict the next trillion-dollar wave in AI-powered services, with the idea that today's dominant copilots would have six months to pivot before becoming the BlackBerry of consulting firms. Twenty-four hours later, the Wall Street Journal and The Information drop a joint investigation that gives the scenario a face: OpenAI missed its internal revenue targets for the first quarter of 2026, after already missing the one billion weekly active users goal at the end of 2025. Anthropic and Google are eating into the lead, particularly in coding and enterprise.
The numbers put things in perspective. OpenAI sits around 25 billion dollars in annualized run-rate, Anthropic just crossed 30 billion in April, up from one billion in January 2025. Thirtyfold growth in fifteen months, never seen before in SaaS. Meanwhile, Sam Altman has locked his company into 600 billion in future data center commitments, expects to burn 25 billion in cash this year against a 30 billion revenue target, and is pushing to accelerate the IPO. His CFO Sarah Friar thinks there might be an issue, or possibly two. The board is also starting to ask polite questions about the unlimited compute strategy.
The picture is almost too good to be true. A company founded five years after its rival, now overtaking it in revenue while spending four times less to train its models. A founder who wants to take public a machine that loses 14 billion a year. An ongoing Elon Musk lawsuit that drops in at the worst possible time. And the number two, Fidji Simo, on medical leave precisely when everything is creaking.
G.
The best prompt engineers aren't typing. They're talking.
Power users figured this out early: speaking a prompt gives you 10x more context in half the time. You include the edge cases, the examples, the tone you want — because talking is fast enough that you don't skip them.
Wispr Flow captures everything you say and turns it into clean, structured text for any AI tool. Speak messy. Get polished input. Paste into ChatGPT, Claude, Cursor, or wherever you work.
89% of messages sent with zero edits. 4x faster than typing. Works system-wide on Mac, Windows, and iPhone.
Meme of the day
