AI Daily: OpenAI's open weight models now available on AWS
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OPEN WEIGHT MODELS: Amazon Web Services (AMZN) announced that OpenAI open weight models will be available via Amazon Bedrock and Amazon SageMaker AI for the first time, enabling customers to build generative artificial intelligence applications. 'OpenAI' s two new open weight foundation models – gpt-oss-120b and gpt-oss-20b – will put more powerful AI technologies into the hands of organizations and expand the impact of OpenAI's leading technology by making it available to the millions of customers on AWS,' according to the e-commerce giant. Amazon further said in a blog post that, 'Running in Amazon Bedrock, the larger of the two open weight models is 3-times more price-performant than the comparable Gemini model, 5x more than DeepSeek-R1, and 2x more than the comparable OpenAI o4 model. This news continues AWS's commitment to model choice by enhancing the existing broad selection of fully managed models in Amazon Bedrock, as well as by making them accessible in Amazon SageMaker JumpStart, and reinforces AWS's momentum in delivering innovative generative AI technologies to meet customers' needs.'
ACQUISITION: SentinelOne (S) announced it has signed a definitive agreement to acquire Prompt Security, a pioneer in securing AI in runtime. The company stated the deal is part of its strategy to extend its AI-native Singularity Platform to secure the growing use of generative and agentic AI in the workplace. The acquisition will allow SentinelOne to give customers visibility and control over AI tool usage to prevent data leakage and misuse. SentinelOne will acquire Prompt Security for a combination of cash and stock, with the transaction expected to close in Q3 of FY26.
Jefferies analyst Joseph Gallo believes SentinelOne's acquisition of Prompt Security bolsters the company's artificial intelligence offering. This deal is sizable for SentinelOne as it represents 4%-5% of current enterprise value and is unlikely to provide material annual recurring revenue given Prompt is just two years old, the analyst tells investors in a research note. Jefferies views AI as a 'must win category in cyber.' It keeps a Buy rating on SentinelOne with a $23 price target.
PALANTIR RESULTS: Palantir reported Q2 EPS of 16c and Q2 revenue $1.00B, both above consensus expectations of 14c and $939.5M, respectively. 'This was a phenomenal quarter. We continue to see the astonishing impact of AI leverage. Our Rule of 40 score was 94%, once again obliterating the metric. Year-over-year growth in our U.S. business surged to 68%, and year-over-year growth in U.S. commercial climbed to 93%. We are guiding to the highest sequential quarterly revenue growth in our company's history, representing 50% year-over-year growth,' said Alex C. Karp, Co-Founder and Chief Executive Officer of Palantir Technologies. Palantir also said it sees Q3 revenue $1.083B-$1.087B, and raised FY25 revenue view to $4.14B-$4.15B.
Deutsche Bank analyst Brad Zelnick upgraded Palantir (PLTR) to Hold from Sell with a price target of $160, up from $80. The company reported an 'impressive' quarter with accelerating revenue growth along with backlog and margin expansion, the analyst tells investors in a research note. The firm upgrades Palantir to Hold after the quarter and guidance increase, citing the company's 'excellence' in artificial intelligence.
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Los Angeles Times
36 minutes ago
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A new gold rush? How AI is transforming San Francisco
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Ask ChatGPT what SF will look like in 10 years and it generates an image of the city's skyline with futuristic architecture and flying saucers next to the Golden Gate Bridge. AI has been a 'bright spot' in the city's economy, helping San Francisco to recover after retailers, office workers and some companies such as X (formerly Twitter) left the downtown area during and after the pandemic as remote work picked up. 'The economic impact is [AI companies] take more office space, they pay more taxes, they hire more people,' said Ted Egan, chief economist of the city and county of San Francisco. Over the past five years, AI-related companies have leased more than 5 million square feet of San Francisco office space and the amount is projected to grow, according to CBRE, a real estate service and investment firm. The city's office vacancy rate of 35.8% in the first quarter would be cut in half if these companies take up 16 million square feet of office space by 2030. 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In late July, outside of OpenAI's headquarters in Mission Bay, a small group of protesters including a person dressed up as a robot held up signs that said 'AI will kill us all' and 'AI steals your work to steal your jobs.' Generative AI's ubiquity has forced educators to rethink what and how they teach students in the classrooms. Arno Puder, professor and chair of San Francisco State University's computer science department, said generative AI represents a historic 'paradigm shift.' The longtime San Francisco resident is equally excited, but also a little scared, about how it will affect labor. Over the last two years, he's seen student enrollment in computer science at the university drop amid tech layoffs and generative AI's rise. As coding assistants reshape computer science jobs, the university launched a new undergraduate certificate in generative AI for the fall of 2026. 'Generative AI is a different beast,' Puder said. 'That does make me worry a little bit, but if you ask me for a prediction on what services or what the world's going to look like in a few years from now, I don't know.' AI's rise has inspired the creation of new spaces throughout San Francisco where people can discuss technology's benefits and risks. Thistlewolf said creating the AI exhibit at the Exploratorium involved talking to workers and researchers from tech companies and universities. The exhibit, which runs through mid-September, took roughly a year and half to develop. Backed by Anthropic, the San Francisco company that developed the AI chatbot Claude, the exhibit aims to educate people about AI but doesn't shy away from the debate surrounding technology. San Francisco resident Martha Chesley, 77, came to the exhibit with her grandchildren. Living in San Francisco for 50 years, Chesley sees potential benefits from AI companies coming to the city. 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Toxic relationship with AI chatbot? ChatGPT now has a fix.
ChatGPT is getting a health upgrade, this time for users themselves. In a new blog post ahead of the company's reported GPT-5 announcement, OpenAI unveiled it would be refreshing its generative AI chatbot with new features designed to foster healthier, more stable relationships between user and bot. Users who have spent prolonged periods of time in a single conversation, for example, will now be prompted to log off with a gentle nudge. The company is also doubling down on fixes to the bot's sycophancy problem, and building out its models to recognize mental and emotional distress. ChatGPT will respond differently to more "high stakes" personal questions, the company explains, guiding users through careful decision-making, weighing pros and cons, and responding to feedback rather than providing answers to potentially life-changing queries. This mirror's OpenAI's recently announced Study Mode for ChatGPT, which scraps the AI assistant's direct, lengthy responses in favor of guided Socratic lessons intended to encourage greater critical thinking. "We don't always get it right. Earlier this year, an update made the model too agreeable, sometimes saying what sounded nice instead of what was actually helpful. We rolled it back, changed how we use feedback, and are improving how we measure real-world usefulness over the long term, not just whether you liked the answer in the moment," OpenAI wrote in the announcement. "We also know that AI can feel more responsive and personal than prior technologies, especially for vulnerable individuals experiencing mental or emotional distress." Broadly, OpenAI has been updating its models in response to claims that its generative AI products, specifically ChatGPT, are exacerbating unhealthy social relationships and worsening mental illnesses, especially among teenagers. Earlier this year, reports surfaced that many users were forming delusional relationships with the AI assistant, worsening existing psychiatric disorders, including paranoia and derealization. Lawmakers, in response, have shifted their focus to more intensely regulate chatbot use, as well as their advertisement as emotional partners or replacements for therapy. OpenAI has recognized this criticism, acknowledging that its previous 4o model "fell short" in addressing concerning behavior from users. The company hopes that these new features and system prompts may step up to do the work its previous versions failed at. "Our goal isn't to hold your attention, but to help you use it well," the company writes. "We hold ourselves to one test: if someone we love turned to ChatGPT for support, would we feel reassured? Getting to an unequivocal 'yes' is our work."
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ChatGPT fans are shredding GPT-5 on Reddit as Sam Altman responds in AMA (updated)
GPT-5 is out, the early reviews are in, and they're not great. Many ChatGPT fans have taken to Reddit and other social media platforms to express their frustration and disappointment with OpenAI's newest foundation model, released on Thursday. A quick glimpse of the ChatGPT subreddit (which is not affiliated with OpenAI) shows scathing reviews of GPT-5. Since the model began rolling out, the subreddit has filled with posts calling GPT-5 a "disaster," "horrible," and the "biggest piece of garbage even as a paid user." Awkwardly, Altman and other members of the OpenAI team had a preplanned Reddit AMA to answer questions about GPT-5. In the hours ahead of the AMA, questions piled up in anticipation, with many users demanding that OpenAI bring back GPT-4o as an alternative to GPT-5. What Redditors are saying about GPT-5 Many of the negative first impressions say GPT-5 lacks the "personality" of GPT-4o, citing colder, shorter replies. "GPT-4o had this… warmth. It was witty, creative, and surprisingly personal, like talking to someone who got you. It didn't just spit out answers; it felt like it listened," said one redditor. "Now? Everything's so… sterile." Another said, "GPT-5 lacks the essence and soul that separated Chatgpt (sic) from other AI bots. I sincerely wish they bring back 4o as a legacy model or something like that." Several redditors also criticized the fact that OpenAI did away with the option to choose different models, prompting some users to say they're canceling their subscriptions. "I woke up this morning to find that OpenAI deleted 8 models overnight. No warning. No choice. No "legacy option," posted one redditor who said they deleted their ChatGPT Plus account. Another user posted that they canceled their account for the same reason. As Mashable reported yesterday, GPT-5 integrates various OpenAI models into one platform, and ChatGPT will now choose the appropriate model based on the user's prompt. Clearly, some users miss the old system and models. Ironically, OpenAI has also drawn criticism for having too many model options; GPT-5 was supposed to resolve this confusion by streamlining the previous models under GPT-5. Sam Altman responds to the criticisms When Altman and the team logged onto the AMA, they faced a barrage of demands to bring back GPT-4o. "Ok, we hear you all on 4o," said Altman during the AMA. "Thanks for the time to give us the feedback (and the passion!). We are going to bring it back for Plus users, and will watch usage to determine how long to support it." Altman also addressed feedback that GPT-5 seemed dumber than it should have been, explaining that the "autoswitcher" that determines which version of GPT-5 to use wasn't working. "GPT-5 will seem smarter starting today," he said. Altman also added that the chatbot will make it clearer which model is answering a user's prompt. OpenAI will double rate limits for ChatGPT Plus users once the rollout is finished. 'As we mentioned, we expected some bumpiness as we roll out so many things at once. But it was a little more bumpy than we hoped for!' Altman said in the AMA. GPT-5 is an improvement, but not an exponential one Expectations for GPT-5 could not have been higher — and that may be the real problem with GPT-5. Gary Marcus, a cognitive scientist and author known for his research on neuroscience and artificial intelligence — and a well-known skeptic of the AI hype machine — wrote on his Substack that GPT-5 makes 'Good progress on many fronts' but disappoints in others. Marcus noted that even after multi-billion-dollar investments, 'GPT-5 is not the huge leap forward people long expected.' The last time OpenAI released a frontier model was over two years ago with GPT-4. Since then, several competitors like Google Gemini, Anthropic's Claude, xAI's Grok, Meta's Llama, and DeepSeek R1 have caught up to OpenAI on benchmarks, similar agentic features, and user loyalty. For many, GPT-5 had the power to reinforce or topple OpenAI's reign as the AI leader. With this in mind, it's inevitable that some users would be disappointed, and many ChatGPT users have shared positive reviews of GPT-5 as well. Time may blunt these criticisms as OpenAI makes improvements and tweaks to GPT-5. The company has also historically been responsive to user feedback, with Altman being very active on X. "We currently believe the best way to successfully navigate AI deployment challenges is with a tight feedback loop of rapid learning and careful iteration," the company's mission statement avows. Disclosure: Ziff Davis, Mashable's parent company, in April filed a lawsuit against OpenAI, alleging it infringed Ziff Davis copyrights in training and operating its AI systems. UPDATE: Aug. 8, 2025, 3:20 PM EDT This story has been updated with Sam Altman's responses from the Reddit AMA.
