Welcome to the Tech Brew Ride Home for Monday, April 6, 26. I'm Brian McCullough today. There might be,

and I know this is going to shock you some drama going on over at OpenAI. Why is Anthropic

cutting off claw to access to OpenClaw? Why are VCs covering the rent for founders? And maybe that

two-person unicorn I shared with you in the long reeds is not what it was

cracked up to be.

Here's what you missed today in the world of tech.

The information says, well, like I said to Sebastian Malaby on last Friday's interview, the AI space

continues to be the most drama heavy space I've ever seen. Quoting from the information,

Sam Maltman has committed Open AI to spend $600 billion in the next five years and privately said

he wants to go public as soon as the fourth

quarter of this year. Despite expectations, his company will burn more than $200 billion before

it starts generating cash. But behind the scenes, Sarah Fryer, his chief financial officer,

has voiced concerns that reflect the tensions and risks inherent in the CEO's extraordinarily ambitious plans.

Friar has told some colleagues earlier this year that she didn't believe the company would be

ready to go public in 2026 because of the procedural and organizational work needed and the risks

from its spending commitments according to a person who spoke to her. She said she wasn't sure

yet whether Open AI would need to pour so much money into obtaining AI servers in the coming

years, or whether its revenue growth, which has been slowing, would support the commitments

the person said who spoke to her. It isn't clear whether the company's announcement this

week that it had received

investment commitments totaling $122 billion has allayed some of her concerns. Open AI is due

to receive the capital in stages, and it mostly will come from Amazon and Nvidia which

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