tech

Jon Keegan1/28/25

OpenAI launches “ChatGPT Gov”

OpenAI announced “ChatGPT Gov” as part of its aggressive pursuit of US government contracts.

Seeking to allay security and privacy concerns raised by using a consumer product in government agencies, OpenAI is rolling out a customized version of its ChatGPT chatbot.

According to OpenAI, ChatGPT Gov can be run on government agencies’ Microsoft Azure cloud-computing infrastructure, rather than depending exclusively on OpenAI’s own servers.

OpenAI recently published an “AI in America” blueprint chock-full of policy proposals, which basically reads like a list of demands for the US government.

CEO Sam Altman appeared at The White House last week with President Trump to announce Project Stargate, a $500 billion AI infrastructure joint venture with Oracle and SoftBank.

OpenAI, Meta, and Anthropic are all pitching their technology for use in defense and national security. Recently, OpenAI announced a partnership with defense contractor Anduril, and Anthropic has partnered with Palantir to bring its Claude AI models to national security applications.

Introducing ChatGPT Gov

Introducing ChatGPT Gov

According to OpenAI, ChatGPT Gov can be run on government agencies’ Microsoft Azure cloud-computing infrastructure, rather than depending exclusively on OpenAI’s own servers.

OpenAI recently published an “AI in America” blueprint chock-full of policy proposals, which basically reads like a list of demands for the US government.

CEO Sam Altman appeared at The White House last week with President Trump to announce Project Stargate, a $500 billion AI infrastructure joint venture with Oracle and SoftBank.

OpenAI, Meta, and Anthropic are all pitching their technology for use in defense and national security. Recently, OpenAI announced a partnership with defense contractor Anduril, and Anthropic has partnered with Palantir to bring its Claude AI models to national security applications.

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Uber says it’s doing better in markets where it has autonomous vehicles

It’s autonomous ride-sharing business is still very small.

Uber And Waymo Celebrate SXSW...

tech

Norway’s wealth fund, Tesla’s sixth-largest institutional investor, votes against Musk’s pay package

Norway’s Norges Bank Investment Management, the world’s largest sovereign wealth fund, said Tuesday that it voted against Tesla CEO Elon Musk’s $1 trillion pay package, ahead of the EV company’s annual shareholder meeting Thursday. The fund, which has a 1.2% stake in Tesla, is the company’s sixth-largest institutional investor, according to FactSet, and the first major investor to disclose how it voted on the matter.

Tesla is down nearly 3% premarket, amid a wider pullback in equities that’s most pronounced in AI-related stocks.

“While we appreciate the significant value created under Mr. Musk’s visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,” NBIM said in a statement.

Tesla’s board considers Musk’s mammoth, performance-based pay package necessary to retain Musk. For what it’s worth, prediction markets are quite certain investors will pass the proposition.

Norway's mega wealth fund to reject Elon Musk's $1 trillion Tesla pay package

Norway's mega wealth fund to reject Elon Musk's $1 trillion Tesla pay package

Tesla is down nearly 3% premarket, amid a wider pullback in equities that’s most pronounced in AI-related stocks.

“While we appreciate the significant value created under Mr. Musk’s visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,” NBIM said in a statement.

Tesla’s board considers Musk’s mammoth, performance-based pay package necessary to retain Musk. For what it’s worth, prediction markets are quite certain investors will pass the proposition.

Uber reports solid earnings, mixed guidance

Uber reported third-quarter earnings Tuesday.

Two Uber vehicles together

tech

Waymo to expand robotaxi service to Detroit, Las Vegas, and San Diego

Google’s Waymo robotaxi service is expanding to three new cities — Detroit, Las Vegas, and San Diego — where it has previously tested its driverless vehicles. Waymo plans to bring its Jaguar I-Pace and Zeekr RT vehicles to those three markets this week, but they won’t be immediately available to the public.

Currently Waymo is available in five US cities: Atlanta, Austin, Los Angeles, Phoenix, and San Francisco.

Tesla is currently testing in Las Vegas, while Amazon’s Zoox has limited service in the city.

Waymo's robotaxi expansion accelerates with 3 new cities | TechCrunch

Waymo's robotaxi expansion accelerates with 3 new cities | TechCrunch

Currently Waymo is available in five US cities: Atlanta, Austin, Los Angeles, Phoenix, and San Francisco.

Tesla is currently testing in Las Vegas, while Amazon’s Zoox has limited service in the city.

tech

Jon Keegan11/3/25

Microsoft pledges $8 billion for data centers, cloud computing in UAE

Microsoft announced another large AI-related investment in the United Arab Emirates today, pledging $7.9 billion for data centers and cloud computing.

The deal adds to the $7.3 billion it has already poured into the Gulf state, including a $1.5 billion equity stake in G24, the country’s sovereign AI company.

Microsoft President Brad Smith said in a post on X:

“This reflects a shared vision for AI innovation, economic growth, and ensuring that the benefits of AI are diffused broadly. Microsoft is committed to the future of the UAE and the strong ties between our two nations.”

Microsoft had previously been approved by the Biden administration to send the equivalent of 21,500 of Nvidia’s less powerful A100 GPUs. The Trump administration, which has made a big push for investments in the UAE since President Trump’s visit in May, recently approved shipments of several billion dollars’ worth of Nvidia chips to the nation.

The new deal involves the equivalent of 60,400 A100 GPUs, which include some of the state-of-the-art GB300 GPUs.

Microsoft Vows to Spend $8 Billion in UAE Through 2029 on Cloud, Chips

Microsoft Vows to Spend $8 Billion in UAE Through 2029 on Cloud, Chips

Microsoft President Brad Smith said in a post on X:

“This reflects a shared vision for AI innovation, economic growth, and ensuring that the benefits of AI are diffused broadly. Microsoft is committed to the future of the UAE and the strong ties between our two nations.”

Microsoft had previously been approved by the Biden administration to send the equivalent of 21,500 of Nvidia’s less powerful A100 GPUs. The Trump administration, which has made a big push for investments in the UAE since President Trump’s visit in May, recently approved shipments of several billion dollars’ worth of Nvidia chips to the nation.

The new deal involves the equivalent of 60,400 A100 GPUs, which include some of the state-of-the-art GB300 GPUs.

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