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OpenAI 8 months ago 39
Snowflake and OpenAI announced a $200 million partnership to integrate OpenAI's models into Snowflake's data platform. The deal includes OpenAI credits valued at $200 million that Snowflake customers can use for API access. Enterprises will be able to run AI agents and generate insights directly within their data warehouses without moving data to separate systems.
Sequoia 8 months ago 22
Sequoia co-leads Waymo’s $16 billion investment round with Dragoneer and DST Global. The fundraise is targeting 20 additional cities this year, primarily in the United States. As a result, Waymo plans to scale its commercial autonomous ride service by expanding its fleet and staffing to meet demand.
Together AI 8 months ago 43
Together Evaluations added support for comparing proprietary models from OpenAI, Anthropic, and Google alongside open-source and fine-tuned models in a single benchmarking platform. The platform enables side-by-side evaluation of quality, cost, and performance metrics across different model providers. Users can now make informed decisions about which models to deploy based on comparative data rather than isolated assessments.
Together AI 8 months ago 38
Researchers fine-tuned open-source LLM judges using Direct Preference Optimization on 5,400 preference pairs from RewardBench 2, achieving higher accuracy than GPT-5.2 on human preference alignment. GPT-OSS 120B reached 62.63% accuracy compared to GPT-5.2's 61.62%, while costing 15.3 times less and running 14 times faster. This demonstrates that smaller open-source models can match or exceed closed-source judge performance when trained on preference data, enabling cost-effective and deployable evaluation systems.
OpenAI 8 months ago 42 ● 2 sources
Codex is a macOS application designed to manage AI coding tasks through multiple agents, parallel workflows, and extended operations. The app serves as a centralized interface for coordinating several autonomous processes simultaneously during software development. Users gain the ability to orchestrate complex coding workflows that previously required manual coordination between different tools.
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TLDRocket
29 October 2026
Microsoft and Google are both telling the same story in different financial dialects: AI demand is outpacing hardware, and budgets are paying for it—loudly. Microsoft’s Azure growth is strong, but so is the spend. CapEx is expected to reach about $170 billion in calendar-year 2026, including more than $50 billion in the latest quarter, even as operating margins take a near-term hit. Alphabet’s numbers rhyme. Google Search and other brought in $63.4 billion (49.7% of $127.6 billion revenue), but its growth slowed while Google Cloud more than doubled to $30.7 billion. The catch: Alphabet’s free cash flow stayed deeply negative at -$9.1 billion, and shares fell more than 11% after hours as investors fixated on capital intensity—toward a projected $200 billion in AI-related spending.
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