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“That’s cute”: Tracking the public feud between Frontier and United Airlines

A US airline feud has two CEOs bickering over who’s better at math.

When Spirit Airlines filed for bankruptcy last month, it was just the second time a major US airline had filed for Chapter 11 since 2011. The first time was also Spirit, nine months earlier.

The news had some critics — perhaps past victims of Spirit’s carry-on fees — gleefully dunking on the budget airline:

But one unlikely figure who has also piled on happens to be Scott Kirby, the CEO of United Airlines. Kirby has been vocally critical of the discount airline model in the past, calling it “crappy” and declaring it “dead” in an interview with The Wall Street Journal earlier this year.

In the wake of Spirit’s latest bankruptcy filing, Kirby has doubled down, telling the audience at an industry conference earlier this month that he believes Spirit will go out of business (something he also predicted during Spirit’s last Chapter 11).

When asked why he thought so this time around, Kirby replied, “Because I’m good at math.” Kirby also fired a barb at rival Barry Biffle, CEO of Frontier Airlines, predicting that Biffle would be the “last man standing on a sinking ship.”

“That’s cute,” Frontier CEO Barry Biffle said at a conference on Wednesday when asked about Kirby’s assessment. “If he’s good at math, he would understand that we have a [flight] oversupply issue in the United States.”

Spirit had also responded to Kirby’s digs, declaring that the exec “can’t stop yapping” about the company in a post on X.

To the uninitiated, this all might seem a bit extreme for typically buttoned-up airlines. But between these two, it’s actually become pretty routine at this point. Kirby and Biffle also exchanged words last year, when Kirby accused Frontier of “pretending [to be] a business airline.”

“United must be feeling some pressure. We wish them well,” Biffle said in a snarky response.

Since news broke of Spirit’s latest Chapter 11 filing, Frontier shares are up nearly 11%, while United is flat. Year to date, United has gained 11% to Frontier’s loss of more than 25%.

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OpenAI’s ARR reached over $20 billion in 2025, CFO says

Sam Altman’s $500 billion artificial intelligence behemoth hit a major financial milestone last year, according to a new blog post over the weekend from OpenAI CFO Sarah Friar, as the company confirmed it had hit a more than $20 billion annual revenue run rate at the end of 2025.

Elsewhere in the blog post, Friar spent time addressing the company’s shifting goals, referencing plans to “close the distance between where intelligence is advancing and how individuals, companies, and countries actually adopt and use it.” As has become customary in the AI company press release genre, the CFO was also keen to tout the unending growth of the business, writing:

  • Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs. This growth is driven by a flywheel across compute, frontier research, products, and monetization.

  • Compute grew 3X year over year or 9.5X from 2023 to 2025: 0.2 GW in 2023, 0.6 GW in 2024, and ~1.9 GW in 2025.

And, perhaps most importantly for current backers and those keeping an eye on the private company before its rumored mega IPO:

  • Revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025. This is never-before-seen growth at such scale.

That latest figure has certainly set tongues in the tech world wagging, just as the company announced it would begin rolling out ads to free and ChatGPT Go users. It also puts the chatbot giant a fair way ahead of competitors like Anthropic, the company behind Claude.

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Sherwood News

Elsewhere in the blog post, Friar spent time addressing the company’s shifting goals, referencing plans to “close the distance between where intelligence is advancing and how individuals, companies, and countries actually adopt and use it.” As has become customary in the AI company press release genre, the CFO was also keen to tout the unending growth of the business, writing:

  • Both our Weekly Active User (WAU) and Daily Active User (DAU) figures continue to produce all-time highs. This growth is driven by a flywheel across compute, frontier research, products, and monetization.

  • Compute grew 3X year over year or 9.5X from 2023 to 2025: 0.2 GW in 2023, 0.6 GW in 2024, and ~1.9 GW in 2025.

And, perhaps most importantly for current backers and those keeping an eye on the private company before its rumored mega IPO:

  • Revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR in 2023, $6B in 2024, and $20B+ in 2025. This is never-before-seen growth at such scale.

That latest figure has certainly set tongues in the tech world wagging, just as the company announced it would begin rolling out ads to free and ChatGPT Go users. It also puts the chatbot giant a fair way ahead of competitors like Anthropic, the company behind Claude.

OpenAI Anthropic ARR race
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