Subscribe for $299 and save 25% on the first year ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
| February 10, 2026 | | Strategy, rivals and roadblocks | | | | | | OpenAI is doubling down on enterprise revenue, hiring hundreds of AI consultants and testing premium ad pricing inside ChatGPT—while Google's Gemini is seeing developer usage surge. Together, the moves show how the AI leaders are racing to turn rapid adoption into durable businesses. Subscribe for $299 and save 25% on the first year. Key highlights: | | | OpenAI: Enterprise Sales & Ads Custom deployments and early demand signals  Exclusive By Sri Muppidi |
 Exclusive By Stephanie Palazzolo and Erin Woo |
 Exclusive By Ann Gehan and Catherine Perloff |
 Exclusive By Catherine Perloff and Sri Muppidi |
 Exclusive By Kevin McLaughlin and Sri Muppidi |
 AI Agenda By Stephanie Palazzolo and Sri Muppidi |
| | | OpenAI: Monetization & Strategy How OpenAI plans to capture more value  Applied AI By Amir Efrati |
 The Information Finance By Ken Brown |
| | | Google: AI Advantage Developers, infrastructure, and partnerships  Exclusive By Erin Woo |
 AI Infrastructure By Ann Davis Vaughan |
 Exclusive By Aaron Tilley and Wayne Ma |
 The Briefing By Martin Peers |
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