AI’s next phase is being shaped at the top. From internal power struggles to who controls capital and strategy, leadership decisions—not just technology—are starting to define winners. Subscribe for $299 and save 25% on the first year to stay ahead.

Key highlights:

• OpenAI’s CEO and CFO are diverging on IPO timing and financial strategy as multi-billion dollar infrastructure bets ramp up.
• Anthropic’s CFO is driving funding, margins and compute deals—playing a central role in how the company scales.
• Apple’s CEO transition comes as growth slows, putting pressure on new leadership to define its next act.

OpenAI’s Internal Tensions

Exclusive OpenAI CEO and CFO Diverge on IPO Timing By Anissa Gardizy and Amir Efrati

The Briefing OpenAI’s Never-Ending Soap Opera By Martin Peers

Exclusive OpenAI Stargate Leaders Depart in Latest Shakeup to Data Center Strategy By Anissa Gardizy

Exclusive Why OpenAI’s Fidji Simo Bought the TBPN Podcast Amid Crusade Against ‘Side Quests’ By Stephanie Palazzolo

Control and Cost Pressures

Exclusive Anthropic’s CFO Wields Power Behind the Scenes By Sri Muppidi, Valida Pau and Cory Weinberg

Applied AI Uber CTO Shows How Claude Code Can Blow Up AI Budgets By Laura Bratton

AI Agenda New Security Breaches at Anthropic and OpenAI Proved Mark Zuckerberg Right By Aaron Holmes and Rocket Drew

Exclusive SpaceX Woos Investors As C-Suite Shakeups Continue By Theo Wayt, Cory Weinberg and Valida Pau

Apple at a Turning Point

The Briefing Apple’s CEO Switch; Amazon’s AI Hedge By Martin Peers

Three Big Questions for Apple’s Next CEO, John Ternus By Aaron Tilley and Nick Wingfield

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