🍭 Every Cut Is For The S-1 💸

Good morning. Greg Brockman is now holding OpenAI together like a dad carrying 14 grocery bags because nobody wants to make two trips.

Let’s dive in 👇

🍭 What’s Cookin’:

• OpenAI kills the side quests

• Gemini 4.0 lands at Google I/O

• Europe’s AI dreams hit an energy bill from hell

OpenAI
📜 Kills The Side Quests

The Bite:

OpenAI is merging ChatGPT, Codex, and its developer API into a single product organization.

This comes under co-founder Greg Brockman, who now permanently leads product strategy alongside his existing infrastructure role.

The restructuring formalizes an interim arrangement that began when Fidji Simo, OpenAI's CEO of AGI deployment, went on medical leave in April.

The company has shelved Sora, adult mode, and OpenAI for Science, described internally as "side quests".

Now it’s concentrating all engineering on a single agentic platform ahead of a targeted Q4 2026 IPO at roughly $852 billion.

Snacks:

• ChatGPT's share of AI web traffic dropped from 86.7% to 64.5% over the past 12 months; Gemini rose from 5.7% to 21.5%

• Brockman said on a recent podcast that OpenAI's compute is "not enough for even a personal assistant and the Codex line"

• Cursor hit $2B in annualized revenue and is raising at a $50B valuation

• Sora's shutdown followed the collapse of a planned $1B Disney investment

• Altman declared a "code red" in December, telling staff to refocus on core ChatGPT

• The Musk v. Altman jury begins deliberations Monday with up to $134B in claimed damages

Why it Bites:

OpenAI spent 2025 trying to be everything: video generator, science lab, coding IDE, chatbot, browser… Result?

A company bleeding market share to Google on the consumer side and to Anthropic and Cursor on the developer side.

Brockman merging everything into one org isn't a bold vision for the agentic future. It's just what happens when you run out of compute and can't afford to run separate teams anymore.

OpenAI is now building for the IPO, not for the frontier.

The new strategy is a simpler product story: one platform, one subscription, one billing relationship… easier to pitch to institutional investors than a portfolio of half-shipped experiments.

Every decision from here to Q4 will be filtered through that lens.
Because the real risk is that consolidation locks OpenAI into the ChatGPT form factor right as the market fragments.

Cursor proved that developers will pay for a purpose-built coding agent.

Anthropic proved that enterprises want a model company that doesn't also run a consumer app competing for the same GPUs.

Google is about to test whether distributing AI across billions of devices matters more than owning a single chat window.

OpenAI's answer to all three is:
One app, one team, one co-founder holding it together.

That's either disciplined or desperate. The IPO filing will tell us which.

Steal This Prompt
🍭 Fashion Week, But Make It Kawaii

Turn yourself, your brand, or your unsuspecting coworker into a glossy, pastel-soaked fashion magazine cover with peak anime-adjacent energy.

Use it to:

• Create fashion-magazine-style profile pics

• Turn products into kawaii editorial campaigns

• Make brand visuals feel weirdly premium + adorable

Workflow:

1. Hit this link: Fashion Kawaii Magazine

2. Paste into your AI model

3. Replace the #s with your person, brand, or product

4. Watch it cook. Suddenly your coworker has a stylist and a PR team

   Try the prompt on Snack Prompt

_ToolBox™
🧰 5 BRAND NEW AI LAUNCHES

🚦 LobeHub
Your AI middle manager without the LinkedIn posts. Tell it a goal, it assembles agents, delegates tasks, and pings you only when something matters.

🧩 M1 by Montage
AI agents suck at UI. M1 turns messy agent outputs into fast, interactive interfaces without melting your token budget.

⚡ Triggered Agents by Adaptive
AI agents that wake up when something actually happens. Think: “customer churned”, and the bot handles it before you remember to panic.

🎨 Krea 2
AI image generation for people who care about vibes. Moodboards, style control, and way less “why does this look cursed?”

🌐 pixserp
Give your LLM internet access without duct-taping 12 APIs together. Search web, news, flights, shopping, YouTube, and more in one call.

_{Everything Else}
🧠 You Need to Know

⚙️ OpenAI Merges ChatGPT, Codex, And API Into One Product Org
→ Greg Brockman permanently takes over product strategy, folding all three product lines under one team building a unified agentic platform ahead of a potential Q4 IPO.

🎤 Google I/O Keynote Opens Tomorrow With Gemini 4.0 Expected
→ The two-day developer conference kicks off May 19 at Shoreline Amphitheatre with a new Gemini model, Android XR glasses, Googlebook laptops, and Aluminium OS all on the confirmed slate.

💰 Anthropic Picks Co-Leads For $30B Round At $900B Valuation
→ Dragoneer, Greenoaks, Sequoia, and Altimeter will co-lead the round, which would nearly triple Anthropic's $380B February valuation and surpass OpenAI's $852B.

⚡ Europe's AI Ambitions Hit By Soaring Energy Costs
→ European electricity prices for data centers run roughly double the U.S. and 50% above China, with OpenAI pausing its UK Stargate project and CBRE forecasting a 12% rise in European data center capacity costs in 2026.

⚖️ Musk v. Altman Jury Begins Deliberations Monday
→ The nine-person advisory jury starts deliberating after three weeks of testimony, with Judge Gonzalez Rogers holding final decision authority on liability and the remedies phase running in parallel.