News linked to both this project and an event.
据 CNBC 报道，OpenAI 首席财务官 Sarah Friar 与董事会主席 Bret Taylor 于7月 29 日召开内部员工会议，Friar 透露，OpenAI 7 月年化经常性收入已超过整个第二季度总量，并强调"二季度本身表现已相当亮眼"。此次增长主要由 GPT-5.6 系列模型发布、企业级 AI 代理产品 ChatGPT Work 上线以及 AI 编程工具 Codex 的快速普及所驱动。 会议背景下，OpenAI 正面临来自 Anthropic 及中国开源模型的双重竞争压力。Anthropic 此前披露年化收入已超 470 亿美元，估值亦于今年早些时候超越 OpenAI。对此，Taylor 承认 OpenAI 在编程市场曾处于追赶态势，但对 Codex 的增长势头表示乐观。目前，OpenAI与 Anthropic 均已秘密向 SEC 提交 IPO 申请，具体上市时间尚未公布。OpenAI 当前估值约为 8520 亿美元，并正与英伟达洽谈最高 2500 亿美元的资金支持计划，用于在俄亥俄州租赁大型 AI 数据中心。
: AI programming startup Cognition announced the completion of a new funding round of over $1 billion, with its pre-money valuation surging to $25 billion, doubling from the $10.2 billion post-money valuation achieved just 8 months ago.This funding round was led by Lux Capital and General Catalyst, with continued participation from Founders Fund and 8VC. New investors include Ribbit Capital, Atreides, and Layer Global.According to official data, the company's AI programmer product, Devin, has achieved a 50% month-over-month growth in enterprise user adoption over the past 6 months. The company's current Annual Recurring Revenue (ARR) has reached $492 million, with customers including major institutions such as Mercedes-Benz, NASA, Goldman Sachs, and Santander Bank.Facing competition from native AI coding tools such as Anthropic Claude Code, OpenAI Codex, and Google Jules, Cognition stated that Devin's continued growth and the acquisition of Windsurf assets demonstrate that independent AI programming agents still possess commercial viability.
Odaily News: Daniel Edrisian, a former engineer from the OpenAI Codex team, has announced his departure to found AI hardware company Blackstar Computers. The company has completed a $12 million seed funding round led by Abstract, with participation from SV Angel, Naval Ravikant, Chapter One, and Timeless.Blackstar positions itself as a new type of computing device, aiming to redefine the computing experience from the hardware, software, and interaction levels. Edrisian stated that while current software development is mature, further enhancement of human-AI interaction requires innovation at the operating system level. The company currently has a team of about 8 people, distributed between San Francisco and Shenzhen, and has not yet launched a public product.