MONEY + MODELS + IDENTITY = ?

OpenAI closed January looking less like a company in full control and more like one wrestling with its own momentum. Some partners hesitated, a few models quietly disappeared, and biometric identity crept back into the conversation. From the outside, the company still projects confidence and inevitability. Underneath, the balance of power looked more fluid, and more fragile.

Become a paid reader to get the close read: where the capital is really coming from, which strategic pivots actually matter, and what it means when the world’s most valuable AI company starts flirting with identity again.

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