OpenAI's New Deal
The AI Daily Brief: Artificial Intelligence News and Analysis
Nathaniel Whittemore
4.7 • 762 Ratings
🗓️ 8 April 2026
⏱️ 37 minutes
🧾️ Download transcript
Summary
OpenAI released a sweeping policy document proposing everything from public wealth funds to portable benefits — but without a single commitment that would cost the company anything. We dig into what's worth discussing, what's window dressing, and why the AI industry's inability to make the case for its own existence is becoming a serious problem. In the headlines: Anthropic's revenue triples to a $30 billion run rate, a massive new Google-Broadcom compute deal, Gemma 4's breakout moment, and Meta's token maxing culture.
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Transcript
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| 0:00.0 | Today on the AI Daily Brief, Open AI proposes a new deal. |
| 0:05.6 | Meanwhile, on the headlines, Anthropics revenue has surged yet again to $30 billion annualized. |
| 0:12.7 | The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. |
| 0:21.7 | All right, friends, quick announcements before we dive in. |
| 0:24.4 | First of all, thank you to today's sponsors, KPMG, Blitzy, Assembly, and ZenCoder. |
| 0:30.6 | To get an ad-free version of the show, go to patreon.com slash AI Daily Brief, or you can |
| 0:34.4 | subscribe on Apple Podcasts. |
| 0:36.2 | If you are interested in sponsoring the show, |
| 0:38.6 | send us a note at sponsors at AIdailybrief.aI. Lastly, two other quick announcements before we move on. |
| 0:44.5 | As I mentioned yesterday, cohort two of our Enterprise Claw program is now open. You can find out about |
| 0:49.5 | that at EnterpriseClau.A.I. And the latest AI Pulse survey is out. This is all about how you used AI in |
| 0:56.5 | March. This will now be the third month that we are doing this. We're starting to get really good |
| 1:01.4 | longitudinal results from this. You can find the link at AIDailybrief.aI. It's a big blinking |
| 1:06.5 | banner right under the menu items. This will be open for a few days. I would so appreciate it if you would |
| 1:11.2 | go tell us how you used AI. And of course, the people who contribute to the survey will get access to |
| 1:16.0 | the results first. Now with that out of the way, let's talk some turkey. We kick up today with a big |
| 1:22.6 | update in the competition between the labs, as Anthropic has announced that they've now reached |
| 1:27.7 | $30 billion in ARR. It was actually tucked into a blog post about their new deal with Google |
| 1:33.1 | and Broadcom, which we'll cover in just a minute, but that is a 3x increase since the end of last |
| 1:37.7 | year and up 58% since the end of February. Now, according to the latest numbers that we have |
| 1:43.3 | from OpenAI, that suggests |
| 1:44.8 | that Anthropic has flipped them to have a higher annualized run rate, although we've also heard in |
... |
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