The Board Room

Anthropic priced Claude Haiku 5.5 at $0.10 per million input tokens and $0.50 per million output tokens, the same as OpenAI's GPT-6 Luna. Artificial Analysis scores Haiku higher, 43 to 38. Prompts over 100,000 tokens pay five times the base rate, and Haiku's tokenizer counts the same text as roughly 25-30% more tokens. If your cost model uses list price, it will pick the wrong vendor for long-context work.

The Financial Times puts OpenAI's annualized revenue near $50B at the end of September, not the widely reported $70B. Nvidia, CoreWeave and Nebius all fell on the report. Many vendor-viability models and capacity plans are anchored to lab revenue. That revenue is unaudited, estimated as one month times 12, and calculated differently by OpenAI and Anthropic.

OpenAI fired three safety researchers, including Tomek Korbak. Korbak was its main technical contact with the outside auditor METR while METR reviewed July's agent containment incident. The researchers say they were fired for putting safety first. OpenAI reportedly says they mishandled confidential information. Your vendor reviews probably score model safety, which still looks strong, but not whether outside auditors keep their access.

Agents generated 48% of usage of Cloudflare's Wrangler command-line tool in one week. Meta and Sierra launched the Personal Agent Protocol with Shopify, Stripe and Walmart as partners. Stripe and Cloudflare are each building ways to charge agents per request. Your seat-based pricing and employee-based identity model were designed for human buyers.

A third of The Information's tech-forward subscribers say AI returns a multiple of what they spend. A year ago, MIT found that only 5% of custom enterprise tools reached production. Separate research finds just 7% of companies have scaled AI, so the survey probably reflects organizations that build software. Respondents also report using Microsoft Copilot less even as seats grow, which suggests unused seats in your licensed tools.