Sam Altman says OpenAI has entered a new phase of growth, with enterprise adoption accelerating faster than its consumer business for the first time. In a recent interview with journalist Alex Kantrowitz, the OpenAI chief executive says the company is witnessing massive growth in its enterprise segment with rapid uptake across its API and business offerings. “We have more than a million enterprise users, but we have absolutely rapid adoption of the API. And the API grew faster for us this year than even ChatGPT.” Altman says the shift reflects a strategy that deliberately prioritized consumers before moving into enterprise,…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
Steve Eisman says the debate over whether artificial intelligence is a speculative bubble misses what he views as the most important fact: demand is already here. In a new installment of the Steve Eisman podcast, the “Big Short” investor says he has spent significant time thinking through the bubble question and concluded that today’s AI buildout is fundamentally different from past market manias. “I’ve given this bubble debate a great deal of thought, and here is what I think are the major issues. As for whether it’s a bubble, there is no question. Hyperscalers are buying chips like crazy from…
JPMorgan Chase says the artificial intelligence trade is entering a more competitive and financially demanding phase, as markets shift from rewarding broad innovation narratives to scrutinizing balance sheets and cash generation. In a new Bloomberg Technology interview, JPMorgan global market strategist Stephanie Aliaga says investors are becoming more selective after several years in which AI acted as a rising tide across technology stocks. “And I think moving forward, markets are realizing this is going to be less of a competition on just the innovation, although the innovation is really important, but also on balance sheets. And you have to show…
AI Czar David Sacks says a rare alignment of macro conditions and artificial intelligence investment is setting the stage for a powerful US economic expansion. In a new post on X, Sacks says three powerful macro tailwinds are converging at the same time an AI investment wave is accelerating. “Kudlow is right: inflation is coming down, interest rates are coming down, and tax cuts are coming in 2026. These are the conditions for a Reagan-like economic boom. Just as important, we have an AI investment super-cycle driving an extra 2% of GDP growth.” On X, top White House economic advisor…
Cathie Wood says growing skepticism toward artificial intelligence mirrors the psychology of past market bubbles, but notes that today’s AI buildout differs in crucial ways from the dot-com era. Speaking in a new ARK Funds webinar, the ARK Invest chief executive says many veteran investors are pulling back because they lived through the technology and telecom bubble and are wary of repeating that experience. “I think the reason that’s happening is the most seasoned investors in our business probably experienced the tech and telecom bubble. They’ve been there, done that, and they don’t want to get trapped again, and they’re…
Wall Street analyst Gene Munster says skepticism around OpenAI’s soaring valuation misses the central variable that matters most: growth. In a new blog post, the Deepwater Asset Management co-founder says investors are looking at OpenAI and are concerned about its rapid rise in valuation, triggering calls of speculative excess. “OpenAI’s skyrocketing valuation naturally invites doubt. The company’s valuation surged from roughly $30 billion in 2022 to about $500 billion this fall and is expected to reach $830 billion by the end of March (WSJ), representing roughly a 27x increase over four years. This jump has coincided with feverish excitement around…
“Big Short” investor Michael Burry is clarifying an earlier call on why he believes that China is poised to win the global AI race. On Saturday, the investor who accurately called the 2008 US housing market meltdown said that China would come out on top due to the country’s growing lead in energy generation capacity. In a new X post, Burry explains that the US will lose the race if America continues to rely on Nvidia chips to scale the AI buildout in the coming years. “This chart shows why China will win if Nvidia’s chips are the way forward.”…
Michael Burry, the investor who nailed the US housing market collapse in 2008, believes that China will emerge as the winner in the AI race. In a new post on X, Burry says energy infrastructure, not software talent or capital markets, is the decisive factor in the global artificial intelligence race. The “Big Short” investor shares a chart tracking installed electric generation capacity across China, the United States and Europe, noting that the data reveals a structural advantage that cannot be closed quickly. “Why China will win AI in one chart: power-hungry Nvidia chips are not the way forward for…
AI Czar David Sacks says a freeze on building artificial intelligence data centers would not stop global AI progress, but would instead weaken the United States economically and strategically. Earlier this week, Vermont Senator Bernie Sanders called on the US government to impose a moratorium on the data center buildout, arguing that AI is making billionaires richer. Meanwhile, Americans face the risk of job loss, and kids get emotional support from chatbots. But Sacks says AI is not a discretionary technology that governments can pause unilaterally without dire consequences. “AI is a profound technology that is going to have huge…
Morgan Stanley believes that a surge of corporate borrowing is coming as artificial intelligence ignites what may be the largest capital spending cycle in more than a century. In a new episode of Morgan Stanley’s Thoughts on the Market podcast, Andrew Sheets, the bank’s head of corporate credit research, says that easing financial conditions and massive AI investment are setting the stage for a sharp jump in debt issuance across US investment-grade markets. “Corporates have been impressively restrained over the last several years. They’ve really kind of held back despite lots of fiscal easing, despite very low rates. Those reasons…