Good morning & happy Tuesday! Today we're diving into AI giants OpenAI & Anthropic, which just outsourced their sales teams to private equity (breaking down their PE playbook, why it matters & what to expect next + bonus deep dives into OpenAI that wants to build the last App Store while also developing a personal AI CFO, & Anthropic's AWS strategy), and a 3-year-old firm nobody's heard of that just bought the world's largest corporate travel company (why Long Lake Management is acquiring Amex GBT, and what it means for Ramp, Brex and Navan + bonus deep dives into American Express and why it skipped the Agent Protocol wars & Anthropic, which just told founders exactly what AI products to build in 2026). Let's jump straight into the fascinating stuff '' On the same day, OpenAI and Anthropic each finalized & signed joint ventures with the biggest names in private equity - TPG, Blackstone BX 0.00%', Goldman Sachs GS 0.00%', and Bain Capital - to physically embed their engineers inside thousands of portfolio companies....
How much of the scientific literature is generated by AI' The first studies of the size of the AI footprint in scientific journals, preprint repositories and peer-review reports give a spread of answers ' and indicate a rapidly evolving situation that it is difficult to get a handle on. The fear of many in the research community is that poor-quality or entirely fabricated research produced by large language models (LLMs) could overwhelm the ability of current quality-control systems to detect it, thereby polluting the scientific canon. 'We live in an escalating arms race' between people using AI unscrupulously and those who are trying to constrain or detect it, says Richard She, a stem-cell biologist at Nanyang Technological University in Singapore. Concerns about the extent of AI-generated content in the scientific literature mirror broader online trends. At the end of March, AI-generated articles were estimated to outnumber those written by humans, according to an analysis of 55,000 newly published webpages shared with Nature by the private firm Graphite in San Francisco, California....
In addition to relaunching 'Narnia' on big screens and serving as writer-director Greta Gerwig's first film since 'Barbie,' 'The Magician's Nephew' also looks like the next step in Netflix's relationship with movie theaters ' and it's becoming an even bigger step with the delay. The company had previously said 'The Magician's Nephew' would play exclusively on Imax screens for at least two weeks before a streaming release for Christmas. That would be an ambitious theatrical release by Netflix's standards, but relatively limited compared to many other Hollywood blockbusters. Now, Netflix says 'The Magician's Nephew' will begin exclusive Imax previews on February 10, 2027, followed by a wide global release in theaters on February 12. (In Netflix's words, it will be a 'global eventized release.') The movie won't start streaming until April 2. The company's announcement doesn't get more specific about which theaters will be showing 'The Magician's Nephew,' but Imax released a statement noting that the delay will allow the film to have 'a full theatrical window,' so the major theater chains are unlikely to complain...
I had no choice: I clicked on the account, only to discover an endless stream of gorgeous single men looking for love. They were movie stars compared with the men I'd seen on dating apps. Where the hell was this woman finding these guys' And could I come' The man-in-the-street interviews had been filmed by Amata, one of a handful of new AI matchmaking companies that present themselves as the future of online dating. Instead of scrolling through thousands of options, users are presented with potential matches one at a time. Instead of paying to use the app, you can choose to pay only to set up a date. (Amata charges $20 a date.) There's less chatting: On Amata, the communication window opens only two hours before a scheduled meeting, saving the getting-to-know-yous for the actual date. One woman who uses Amata told me she liked the mystery of this; the dates feel more like old-fashioned setups. And the apps attempt to limit ghosting'they don't refund the fee if you back out of a date. But public trust in artificial intelligence in general is declining, even as the technology becomes woven into daily life. Searching for love is one of the most quintessentially human experiences. Will people really be willing to hand that search over to AI, along with information about their most intimate preferences and desires'...
