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Ashley Capoot

@ashleycapoot.cnbc.com
1.7K followers 268 following 113 posts

AI reporter at CNBC | signal: ashleycapoot.22

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Reposted by Ashley Capoot
Matt Peterson @mattpeterson.bsky.social · 21/07/2026
New: The Fed in April made an extraordinary warning that Anthropic's Mythos AI model posed an extraordinary cyber threat. Other institutions immediately went about using it to patch up their defenses. But not the Fed. It did not have access to Mythos as of mid-July. W/ @ashleycapoot.cnbc.com
cnbc.com
The Fed rang the alarm about Anthropic's Mythos AI model — but had to go months without it
The central bank didn't have access to Claude Mythos Preview as of mid-July, even as other institutions were racing to patch their vulnerabilities.
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Ashley Capoot @ashleycapoot.cnbc.com · 13/05/2026
OpenAI CEO Sam Altman testified in the Musk v. Altman trial yesterday. Over the course of about four hours, he said that Musk did not keep his promises and eventually deserted the young startup as it was trying to chart out an uncertain future. More here: www.cnbc.com/2026/05/13/a...
cnbc.com
Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead'
Musk has accused Altman and another OpenAI co-founder of trying to "steal a charity"
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Ashley Capoot @ashleycapoot.cnbc.com · 12/05/2026
Big day in the Musk v. Altman trial today, Sam Altman is slated to testify. I'm inside the courtroom, and we are blogging! Keep up with @cnbc.com's live coverage here: www.cnbc.com/2026/05/12/o...
cnbc.com
OpenAI trial updates: Board chair Taylor continues testimony, Altman set to take stand
Elon Musk is accusing OpenAI CEO Sam Altman and President Greg Brockman of trying to 'steal a charity.'
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Ashley Capoot @ashleycapoot.cnbc.com · 21/04/2026
New: President Trump told CNBC that “it’s possible” there will be a deal allowing Anthropic’s AI models to be used within the DOD. His comments land after a high-profile clash between the Pentagon and Anthropic spilled into public view earlier this year. www.cnbc.com/2026/04/21/t...
cnbc.com
Trump says Anthropic is shaping up and a deal is 'possible' for Department of Defense use
Trump said his administration had "some very good talks" with Anthropic during a meeting at the White House last week.
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Ashley Capoot @ashleycapoot.cnbc.com · 13/04/2026
Scoop w/ @kr00ney.bsky.social: OpenAI CRO Denise Dresser sent a memo to staffers touting the company’s alliance with Amazon as a key growth driver for its enterprise business, while noting the constraints of its long-standing tie-up with Microsoft. More here: www.cnbc.com/2026/04/13/o...
cnbc.com
OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients
In an internal memo, OpenAI's new revenue chief pointed to the artificial intelligence company's ongoing effort to reduce its reliance on Microsoft.
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Ashley Capoot @ashleycapoot.cnbc.com · 03/04/2026
New: Over 10 months after shelling out an eye-popping $6.4B for Jony Ive’s devices startup, OpenAI announced it bought the media company TBPN. Experts told me OpenAI is "chasing vibes," and trying to determine whether there's “an M&A path to relevance.” More here: www.cnbc.com/2026/04/03/c...
cnbc.com
'Chasing vibes' — OpenAI's M&A strategy gets more confusing with TBPN purchase
Over 10 months after shelling out an eye-popping $6.4 billion for Jony Ive's nascent devices startup, OpenAI announced it's buying media company TBPN.
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Reposted by Ashley Capoot
Techmeme @techmeme.com · 26/03/2026
A US judge grants Anthropic's request for a preliminary injunction in its suit against the Trump administration over the DOD's decision to blacklist the company (Ashley Capoot/CNBC) Main Link | Techmeme Permalink
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Ashley Capoot @ashleycapoot.cnbc.com · 25/03/2026
Exclusive: Harvey announced it raised $200 million in fresh capital at an $11 billion valuation. www.cnbc.com/2026/03/25/l...
cnbc.com
Legal AI startup Harvey valued at $11 billion in funding round, as VCs spread bets beyond model companies
Harvey will use its fresh capital to expand its AI agents and grow its embedded legal engineering teams.
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Ashley Capoot @ashleycapoot.cnbc.com · 23/03/2026
Scoop w/ @lorak.bsky.social: OpenAI included a lengthy risk factors section in a document distributed to prospective investors. OpenAI announced a $110B funding round in Feb., and the company is on track to close an additional $10B worth of commitments by end of March. www.cnbc.com/2026/03/23/o...
cnbc.com
OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO
In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft and of supply disruptions at TSMC.
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Ashley Capoot @ashleycapoot.cnbc.com · 23/03/2026
New: OpenAI CEO Sam Altman went to extreme lengths to secure compute in 2025, inking a flurry of multibillion-dollar infrastructure deals. But as the company gears up for a potential IPO, OpenAI has tempered expectations and outlined a more measured strategy. www.cnbc.com/2026/03/22/o...
cnbc.com
OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO
As OpenAI gears up for a potential IPO, it's outlined a more tempered infrastructure strategy and has moved away from an ambitious agreement with Nvidia.
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Ashley Capoot @ashleycapoot.cnbc.com · 20/03/2026
New: OpenAI is revamping its approach to e-commerce. The AI startup is moving away from the Instant Checkout feature it announced in Sept., and it's now working with retailers to create dedicated apps within ChatGPT. More here w/ @anniepalmer.bsky.social: www.cnbc.com/2026/03/20/o...
cnbc.com
OpenAI's first crack at online shopping stumbled. It's preparing for the next wave
Etsy, Walmart and Shopify were quick to jump into Instant Checkout, but item information was often inaccurate and onboarding merchants was difficult.
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Ashley Capoot @ashleycapoot.cnbc.com · 12/03/2026
New: Emil Michael said Anthropic’s AI models would “pollute” the DOD's supply chain because they have “a different policy preference” baked in. Michael’s comments are the clearest explanation the DOD has offered about why it believes Anthropic is a supply chain risk. www.cnbc.com/2026/03/12/a...
cnbc.com
Anthropic’s Claude would ‘pollute’ defense supply chain: Pentagon CTO
"This is not meant to be punitive," Michael told CNBC's "Squawk Box."
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Ashley Capoot @ashleycapoot.cnbc.com · 05/03/2026
New: The DOD has officially informed Anthropic’s leadership that the company and its products have been designated a supply chain risk, effective immediately, according to a senior department official. www.cnbc.com/2026/03/05/a...
cnbc.com
Anthropic officially told by DOD that it's a supply chain risk even as Claude used in Iran
The formal declaration will require defense vendors and contractors to certify that they don’t use Anthropic’s models in their work with the Pentagon.
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Ashley Capoot @ashleycapoot.cnbc.com · 03/03/2026
New: OpenAI CEO Sam Altman told employees in an all-hands meeting on Tuesday that the company doesn’t “get to make operational decisions” regarding how its AI technology is used by the Department of Defense. www.cnbc.com/2026/03/03/s...
cnbc.com
Sam Altman tells OpenAI staffers that military's 'operational decisions' are up to the government
In an all-hands meetings with OpenAI employees on Tuesday, CEO Sam Altman said his company doesn't get to choose how the military uses its technology.
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Ashley Capoot @ashleycapoot.cnbc.com · 27/02/2026
New: Anthropic faces lose-lose scenario in Pentagon conflict as deadline for policy change looms. Here's the latest on where things stand. www.cnbc.com/2026/02/27/a...
cnbc.com
Anthropic faces lose-lose scenario in Pentagon conflict as deadline for policy change looms
Anthropic has just hours to decide whether it will accede to the Defense Department's demands that it be able to use the company's AI models how it sees fit.
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Ashley Capoot @ashleycapoot.cnbc.com · 27/02/2026
OpenAI CEO Sam Altman to @cnbc.com on Anthropic/DoD spat: "For all the differences I have w/ Anthropic, I mostly trust them as a company, and I think they really do care about safety, and I've been happy that they've been supporting our war fighters. I'm not sure where this is going to go."
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Ashley Capoot @ashleycapoot.cnbc.com · 26/02/2026
New: Anthropic CEO Dario Amodei said the company “cannot in good conscience” allow the DoD to use its models in all lawful use cases without limitation, adding that the agency’s threats do not change its position. www.cnbc.com/2026/02/26/a...
cnbc.com
Anthropic CEO Amodei says Pentagon's threats 'do not change our position' on AI
Anthropic said its negotiations with the DoD are still ongoing.
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Ashley Capoot @ashleycapoot.cnbc.com · 24/02/2026
New w/ @kr00ney.bsky.social: Anthropic faces Friday deadline in Defense AI clash with Hegseth www.cnbc.com/2026/02/24/a...
cnbc.com
Anthropic faces Friday deadline in Defense AI clash with Hegseth
Until this week, Anthropic was the only AI company cleared to deploy its models on classified networks. Elon Musk's xAI is now the second.
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Ashley Capoot @ashleycapoot.cnbc.com · 24/02/2026
Exclusive: Cursor announces major update to AI agents as coding tool battle heats up www.cnbc.com/2026/02/24/c...
cnbc.com
Cursor announces major update to AI agents as coding tool battle heats up
Cursor announced updates to its AI coding agents as the startup works to fend off competition from rivals
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Ashley Capoot @ashleycapoot.cnbc.com · 24/02/2026
New: Anthropic updates Claude Cowork tool built to give the average office worker a productivity boost www.cnbc.com/2026/02/24/a...
cnbc.com
Anthropic updates Claude Cowork tool built to give the average office worker a productivity boost
Companies can connect Claude Cowork to existing tools like Google Drive, Gmail and DocuSign.
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Reposted by Ashley Capoot
CNBC @cnbc.com · 23/02/2026
Anthropic CEO Dario Amodei to meet with Defense Secretary Pete Hegseth on AI DoD model use
cnb.cx
Anthropic CEO Dario Amodei to meet with Defense Secretary Pete Hegseth on AI DoD model use
Anthropic does not want its AI models to be used for autonomous weapons or to spy on Americans.
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Ashley Capoot @ashleycapoot.cnbc.com · 23/02/2026
New: OpenAI lands multiyear deals with consulting giants in enterprise push www.cnbc.com/2026/02/23/o...
cnbc.com
OpenAI lands multiyear deals with consulting giants in enterprise push
The consulting firms will help OpenAI's enterprise customers get AI agents into real production workflows more quickly.
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Ashley Capoot @ashleycapoot.cnbc.com · 20/02/2026
Scoop w/ @kr00ney.bsky.social: - OpenAI targeting ~$600 billion in total compute spend by 2030 - Projected revenue in 2030 is more than $280 billion - ChatGPT has more than 900 million weekly active users - First phase of $100B funding round coming early next week www.cnbc.com/2026/02/20/o...
cnbc.com
OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030
OpenAI told investors it's targeting roughly $600 billion in total compute spend by 2030, trying to clarify its plans after touting a $1.4 trillion figure.
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Ashley Capoot @ashleycapoot.cnbc.com · 20/02/2026
ICYMI: Nvidia is in talks to invest up to $30 billion in OpenAI. This is different from the $100 billion infrastructure agreement in Sept., per source. Not tied to deployment milestones. Comes after months of speculation about status of $100 billion deal. More here: www.cnbc.com/2026/02/19/n...
cnbc.com
Nvidia is in talks to invest up to $30 billion in OpenAI, source says
The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.
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Ashley Capoot @ashleycapoot.cnbc.com · 13/02/2026
Scoop: Cohere hit roughly $240 million in ARR last year, surpassing its $200 million target, according to a February investor memo viewed by CNBC. The company's gross margins averaged around 70% in 2025, expanding by 25 basis points YoY, the memo said. www.cnbc.com/2026/02/13/a...
cnbc.com
Enterprise AI startup Cohere tops revenue target as momentum builds to IPO: Investor memo
Cohere's competitors OpenAI and Anthropic are also weighing potential IPOs and competition for enterprise customers is heating up.
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Ashley Capoot @ashleycapoot.cnbc.com · 12/02/2026
New: It's official! Anthropic raised a $30 billion funding round at a $380 billion post-money valuation. www.cnbc.com/2026/02/12/a...
cnbc.com
Anthropic closes $30 billion funding round as cash keeps flowing into top AI startups
After OpenAI raised the largest private tech financing round on record last year at over $40 billion, Anthropic is now second, with its $30 billion raise.
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Ashley Capoot @ashleycapoot.cnbc.com · 09/02/2026
Scoop w/ @kr00ney.bsky.social: - ChatGPT is back to exceeding 10% monthly growth - OpenAI aiming to launch a new model this week - Codex grew ~50% in a week - OpenAI will begin testing ads w/in ChatGPT today - Fundraising talks to accelerate over next two weeks www.cnbc.com/2026/02/09/s...
cnbc.com
Sam Altman touts ChatGPT's reaccelerating growth to employees as OpenAI closes in on $100 billion funding
OpenAI CEO Sam Altman told employees that ChatGPT's monthly growth is back above 10%, as competition ramps up in generative AI.
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Ashley Capoot @ashleycapoot.cnbc.com · 06/02/2026
New: OpenAI execs were Extremely Online this week www.cnbc.com/2026/02/06/o...
cnbc.com
OpenAI executives were on a tear this week trying to quell critics
CEO Sam Altman and several OpenAI executives stepped into a "food fight" over Anthropic's Super Bowl ad and threw jabs at Elon Musk.
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Ashley Capoot @ashleycapoot.cnbc.com · 05/02/2026
New: OpenAI announced a new enterprise platform called Frontier, its latest launch as part of its ongoing effort to win more business customers. www.cnbc.com/2026/02/05/o...
cnbc.com
OpenAI launches new enterprise platform in bid to win more business customers
Frontier can work with OpenAI agents, enterprise-build agents, as well as agents from third parties like Google, Microsoft and Anthropic.
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Ashley Capoot @ashleycapoot.cnbc.com · 27/01/2026
New: Mozilla President Mark Surman is building a “rebel alliance of sorts” to act as a counterforce to large AI companies like OpenAI and Anthropic. The org will deploy its ~$1.4B in reserves to support "mission driven" tech companies, including it own. More here: www.cnbc.com/2026/01/27/m...
cnbc.com
Mozilla is building an AI ‘rebel alliance’ to take on industry heavweights OpenAI, Anthropic
Mozilla is looking to deploy its roughly $1.4 billion in reserves to support "mission driven" companies and nonprofits, and is particularly focused on AI.
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Reposted by Ashley Capoot
CNBC @cnbc.com · 26/01/2026
Zoom's 'hidden gem' investment in Anthropic could be worth $2 billion to $4 billion, analysts say
cnb.cx
Zoom's 'hidden gem' investment in Anthropic could be worth $2 billion to $4 billion, analysts say
Anthropic revealed that Zoom Ventures had invested in the AI startup in May 2023.
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Reposted by Ashley Capoot
CNBC @cnbc.com · 26/01/2026
CoreWeave stock jumps 8% as Nvidia invests $2 billion to expand AI data center capacity
cnb.cx
CoreWeave stock jumps 8% as Nvidia invests $2 billion to expand AI data center capacity
Nvidia purchased CoreWeave Class A common stock at $87.20 per share.
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Reposted by Ashley Capoot
CNBC @cnbc.com · 16/01/2026
OpenAI to begin testing ads on ChatGPT in the U.S.
cnb.cx
OpenAI to begin testing ads on ChatGPT in the U.S.
OpenAI said ads would not influence ChatGPT's responses and that it will "never" sell user data to advertisers.
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Ashley Capoot @ashleycapoot.cnbc.com · 16/01/2026
New: OpenAI’s $10B announcement w/ Cerebras was the latest in a string of deals w/ companies at the center of the AI infrastructure boom. Here are the major chip deals OpenAI has announced as of Jan, and other companies that could be potential partners. www.cnbc.com/2026/01/16/o...
cnbc.com
OpenAI has committed billions to recent chip deals. Some big names have been left out
OpenAI has inked multibillion-dollar deals with AI chipmakers including Nvidia, AMD, Broadcom and Cerebras.
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Ashley Capoot @ashleycapoot.cnbc.com · 16/01/2026
New w/ Kate Rooney: OpenAI sent a letter to investors and banking partners warning that it expects Elon Musk to make “deliberately outlandish, attention-grabbing claims” as his lawsuit against the AI lab heads to trial in April. More here: www.cnbc.com/2026/01/15/o...
cnbc.com
OpenAI tells investors to brace for 'deliberately outlandish' claims from Musk ahead of trial
OpenAI on Thursday told its investors and banking partners that it expects Elon Musk to make "deliberately outlandish" claims ahead of an April trial.
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Ashley Capoot @ashleycapoot.cnbc.com · 11/12/2025
New: Disney is making $1 billion investment in OpenAI and will bring its characters to the startup's short-form video app Sora. Disney CEO Bob Iger and OpenAI CEO Sam Altman joining @cnbc.com to discuss shortly. www.cnbc.com/2025/12/11/d...
cnbc.com
Disney making $1 billion investment in OpenAI, will allow characters on Sora AI video generator
Disney is investing in OpenAI and has licensed its iconic characters like Mickey Mouse, Ariel and Iron Man to be used in the Sora AI video generator.
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Ashley Capoot @ashleycapoot.cnbc.com · 09/12/2025
New parent company, new logo, new email! ✉️: ashley.capoot@cnbc.com Send me pitches and tips about all things AI
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Reposted by Ashley Capoot
CNBC @cnbc.com · 24/11/2025
OpenAI announces shopping research tool in latest e-commerce push
cnb.cx
OpenAI announces shopping research tool in latest e-commerce push
OpenAI's shopping guides include top products, key differences between the products and information from retailers.
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Reposted by Ashley Capoot
CNBC @cnbc.com · 24/11/2025
Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation
cnb.cx
Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation
Anthropic says its new Claude Opus 4.5 excels at coding, using computers and assisting users with complex enterprise tasks.
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Reposted by Ashley Capoot
CNBC @cnbc.com · 24/11/2025
Here's what's in the RAISE Act, a state-level AI bill opposed by Trump and industry leaders
cnb.cx
Here's what's in the RAISE Act, a state-level AI bill opposed by Trump and industry leaders
The RAISE Act would require large AI companies to publish safety and risk protocols and disclose serious safety incidents.
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Ashley Capoot @ashleycapoot.cnbc.com · 20/11/2025
Excited to attend my first NeurIPS conference with @cnbc.com in a couple weeks! 🕺🏻 If you’re a researcher, engineer or work in AI, would love to meet up! Shoot me a DM or a message on Signal @ ashleycapoot.22
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Ashley Capoot @ashleycapoot.cnbc.com · 04/11/2025
Exclusive: Five months after Scale AI’s high-profile founder joined Meta in a blockbuster deal, the startup’s CFO Dennis Cinelli says the company is alive and well. I sat down with Cinelli in his first interview since joining Scale in 2022. Details here! www.cnbc.com/2025/11/04/s...
cnbc.com
Scale AI's life after Meta deal has been rocky, but CFO insists it's not a 'zombie company'
Five months after Scale AI's high-profile founder was hired by Meta, the startup is trying to show that it's still on a growth trajectory.
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Ashley Capoot @ashleycapoot.cnbc.com · 25/10/2025
New: The AI boom is lifting the economy and has pushed the stock market to record highs. But the broader economy tells a very different story as businesses struggle to deal with high costs from tariffs and a downbeat consumer. www.cnbc.com/2025/10/25/a...
cnbc.com
AI spending is boosting the economy, but many businesses are in survival mode
As AI lifts the economy and stock market, businesses in retail, travel and construction are struggling with high costs and a downbeat consumer.
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Ashley Capoot @ashleycapoot.cnbc.com · 15/10/2025
New: Anthropic announced Claude Haiku 4.5, a small AI model that’s available as a lower-cost offering for all of the company’s users. www.cnbc.com/2025/10/15/a...
cnbc.com
Anthropic launches Claude Haiku 4.5, a smaller, cheaper AI model
The launch comes just weeks after Anthropic announced Claude Sonnet 4.5 in September
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Ashley Capoot @ashleycapoot.cnbc.com · 06/10/2025
Exclusive: Deloitte on Monday announced a deal to bring Anthropic’s AI assistant Claude to more than 470,000 of its employees around the globe. It's Anthropic's largest enterprise deployment to date. www.cnbc.com/2025/10/06/a...
cnbc.com
Anthropic lands its biggest enterprise deployment ever with Deloitte deal
Deloitte is rolling out Anthropic's Claude to more than 470,000 employees across 150 countries.
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Ashley Capoot @ashleycapoot.cnbc.com · 06/10/2025
We are bloggin! Keep up with @cnbc.com today for all things OpenAI DevDay www.cnbc.com/2025/10/06/o...
cnbc.com
OpenAI DevDay live: Altman's keynote and comments from Jony Ive at the AI startup's flagship event
Fresh off an AI chip deal with AMD, OpenAI makes its case to developers about the latest in research, product and engineering.
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Ashley Capoot @ashleycapoot.cnbc.com · 04/10/2025
New: Users are posting AI-generated videos of popular brands and animated characters on OpenAI’s new Sora app. I got access and was able to see (and generate!) many familiar faces myself. Here's why experts think that could be a problem for OpenAI. www.cnbc.com/2025/10/04/s...
cnbc.com
AI Sam Altman and the Sora copyright gamble: 'I hope Nintendo doesn't sue us'
CNBC has seen videos of characters from shows like "SpongeBob SquarePants" on the platform and was able to independently generate other characters.
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Ashley Capoot @ashleycapoot.cnbc.com · 28/09/2025
New: OpenAI has been inking infrastructure deals valued in the tens to hundreds of billions of dollars. Some analysts are beginning to raise red flags. www.cnbc.com/2025/09/28/a...
cnbc.com
A look at OpenAI's tangled web of dealmaking
OpenAI's Sam Altman has put himself in the center of the tech universe through a series of mammoth deals.
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Ashley Capoot @ashleycapoot.cnbc.com · 15/09/2025
Today is my first official day as @cnbc.com's AI reporter! Very excited to dive in during this boring and uneventful time 😄🥳🤠 I still have tons to learn, so please get in touch at ashley.capoot@versantmedia.com or on Signal at ashleycapoot.22. I’ll be spending lots more time in the Bay Area, too!
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Ashley Capoot @ashleycapoot.cnbc.com · 11/09/2025
New: OpenAI's nonprofit parent will continue to have oversight over the company and will own an equity stake of more than $100 billion. It also signed a non-binding MOU with Microsoft, which outlines the next phase of their partnership. Deets here 💸 www.cnbc.com/2025/09/11/o...
cnbc.com
OpenAI says nonprofit parent will own equity stake in company of over $100 billion
OpenAI said that its nonprofit parent will continue to oversee the company and have a very large stake in its future.
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