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OpenAI says 97.9% of its employees are now using Codex, up from ~40% in August 2025; non-developer Codex usage is up 137x for individuals and 12x within OpenAI (Thomas Claburn/The Register)
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Warp, a startup using AI to automate payroll compliance and employee management, raised a $60M Series B led by Battery, bringing its total funding to $85M (Lucinda Shen/Axios)
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Utah-based ecommerce tech company Redo raised an $81M Series B at a $1.25B valuation led by Smash Capital, with participation from Pelion and Cervin (David Politis/Utah Money Watch)
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SoftBank's stock fell 12.53% after a report that OpenAI may delay its IPO until 2027; expectations of a windfall from OpenAI's debut had buoyed Softbank's stock (Aya Wagatsuma/Bloomberg)
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California launches a tool designed to be an "early warning system" for widespread AI-driven job loss, linking AI exposure with unemployment insurance claims (Jo Constantz/Bloomberg)
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Upside, which provides social workers with AI-powered housing insights, raised a $20M Series A led by Aquiline with Flare Capital, 645, and others participating (Cailey Gleeson/Fierce Healthcare)
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How the US AI build-out is pushing up prices for electricity, software, and more; in a survey, 81% of economists say it will add to inflation over the next year (Justin Lahart/Wall Street Journal)
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Elastic announces a ~7% reduction in its workforce, and says "advances in AI and automation are letting us operate with leaner teams"; ESTC closed down 8.70% (Richard Speed/The Register)
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YouTube rolls out changes to Shorts, including adding a setting to double playback speed, eliminating the "dislike" button, and more (Lucas Ropek/TechCrunch)
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Doc: the DOD has quietly revised its doctrine on how the US military picks its targets, envisioning "systems where AI initiates actions with human monitoring" (Katrina Manson/Bloomberg)
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NHTSA proposes eliminating the mandate for manual brake pedals in "vehicles designed to be driven exclusively by automated driving systems" (Sean O'Kane/TechCrunch)
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Apple says it removed VK's apps from the App Store to comply with sanctions; VK says they were removed without warning and it has never been under US sanctions (Reuters)
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Patronus AI, which builds simulated digital environments for evaluating AI agents, raised a $50M Series B led by Greenfield, bringing its total funding to $70M (Marina Temkin/TechCrunch)
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Om Malik, a longtime technology writer, founder of Gigaom, and a partner at True Ventures, died on Wednesday at 59 (Om Malik/On my Om)
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Source: Google is asking publishers that test new AI features in Google News to grant it broad rights to their content, including to potentially train AI models (Ann Gehan/The Information)
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Chipmaker Onsemi agrees to buy Synaptics in a nearly $7B all-stock deal expected to close in the middle of 2027; ON drops 9%+ and SYNA jumps 11%+ after hours (Samantha Subin/CNBC)
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Source: Muon Space, which operates satellite networks for climate and national security monitoring, is raising $250M; it has raised ~$181M since its 2021 launch (Alan Neuhauser/Axios)
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Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions (New York Times)
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Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT-5.6 over security concerns, approving "access customer by customer" (The Information)
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Apple stock closed down 6.15% on Thursday after the company raised some product prices, its worst fall since April 2025 (MacKenzie Sigalos/CNBC)
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