Morning Edition · Saturday, July 18, 2026Published at 2:03 AM EDT · New York
Sarah Friar's four-part framework centers on return on compute, with OpenAI projecting $10 billion in annual revenue per gigawatt of capacity.

Sarah Friar, chief financial officer of OpenAI, published a scorecard intended to help companies judge whether their AI spending is worthwhile. The framework rests on four questions: whether AI is completing work that matters, what each suc…
Track frontier labs, chips, export controls, model releases, regulation, and AI infrastructure.
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AI Hype Cycles and Funding Narratives
As capital floods AI, the narratives labs use to raise money and shape rules face growing public scrutiny, and the market increasingly separates verifiable capability and revenue from rhetoric on both the bullish and the cautionary side.
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