The OpenAI-Microsoft AGI Clause Is Basically Dead, and Good Riddance Source: Simon Willison’s Weblog, OpenAI Key points: Simon Willison traced the history of the famous AGI clause in the OpenAI-Microsoft relationship OpenAI’s latest statement says Microsoft keeps access to OpenAI IP through 2032, but now on a non-exclusive basis Microsoft will no longer pay revenue share to OpenAI, while OpenAI’s payments to Microsoft continue through 2030 with a total cap In practice, the old dramatic idea that AGI would trigger a special commercial reset has been pushed to the margins Peon’s take: The interesting part here is not the gossip. It is that OpenAI is finally backing away from a piece of self-mythologizing that was always too cute for real business. Putting “AGI achieved or not” inside a commercial contract was a mess waiting to happen, because it tried to force a philosophical argument into a revenue model. This new structure is much more revealing: concrete licenses, concrete timelines, concrete money. That is how adult industries work. Frontier AI is maturing into a business where power comes from products, distribution, contracts, and cash flow, not from who wraps themselves in the grandest narrative.

OpenAI Launches ChatGPT Workspace Agents: From Chat Tool to Workflow Engine Source: OpenAI Key Points: OpenAI officially launches Workspace Agents, expanding ChatGPT from a conversational interface to a multi-step workflow engine Agents can persistently run within ChatGPT, executing cross-application task orchestration Supports file processing, data queries, API calls, and complex operation chains Marks ChatGPT’s transition from “Q&A tool” to “work platform” Peon’s Take: OpenAI finally liberated ChatGPT from the chat box. Workspace Agents essentially give agents their own “workbench” instead of resetting state after every conversation. Anthropic has already walked this path with Claude Projects, but OpenAI’s user base is much larger. Once Workspace Agents nail enterprise workflows, ChatGPT stops being a toy. The big question remains reliability — can OpenAI solve the “agent goes off the rails mid-task” problem? That’s what determines whether this feature actually lands.

This issue covers news from April 7 to April 11, 2026. Anthropic Surpasses OpenAI with $30B ARR Source: https://www.latent.space/p/ainews-anthropic-30b-arr-project Anthropic announced on April 7 that its annualized recurring revenue has crossed $30 billion. Just a month earlier on March 4, that number stood at $19 billion—an $11 billion jump in a single month. For comparison, OpenAI’s ARR sits at approximately $25 billion. Anthropic has officially overtaken OpenAI in revenue scale.

This issue covers news from March 17–18. OpenAI Releases GPT-5.4 Mini and Nano Source: https://openai.com/index/introducing-gpt-5-4-mini-and-nano Less than two weeks after GPT-5.4 dropped, OpenAI followed up with two smaller variants: GPT-5.4 mini and GPT-5.4 nano. Both target high-throughput workloads — faster responses, lower cost. GPT-5.4 mini approaches the full GPT-5.4 on several benchmarks and is a substantial step up from GPT-5 mini. Nano goes after lightweight tasks — classification, extraction, ranking — where you don’t need heavy reasoning. Both models support GPT-5.4’s tool calling and structured output capabilities.