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I helped build Uber and Discord and now my tools help fuel billion-dollar unicorns. But Silicon Valley is losing the AI race to itself
I helped build Uber and Discord and now my tools help fuel billion-dollar unicorns. But Silicon Valley is losing the AI race to itself

The era of walled-garden AI is collapsing and the startups building agent infrastructure that works across every platform will inherit it.

By Sumeet VaidyaApril 3, 2026
With an IPO on the horizon, OpenAI needs to own the narrative. Solution? Buy a tech talk show
With an IPO on the horizon, OpenAI needs to own the narrative. Solution? Buy a tech talk show
By Alexei OreskovicApril 3, 2026
Photo of Sundar Pichai
Google CEO Sundar Pichai says we’re just a decade away from a new normal of extraterrestrial data centers
By Sasha RogelbergApril 3, 2026
Photo: President Trump
Trump hails ‘tremendous progress’ in Iran but all Wall Street heard was ‘back to escalation’
By Jim EdwardsApril 2, 2026
Asia’s AI playbook gets a reality check as the Iran war sends energy prices higher and snarls supply chains
Asia’s AI playbook gets a reality check as the Iran war sends energy prices higher and snarls supply chains
By Angelica AngApril 2, 2026
The tax escape map: Billionaires are bolting for Florida from the West Coast and taking billions in tax revenue with them
The tax escape map: Billionaires are bolting for Florida from the West Coast and taking billions in tax revenue with them
By Marco Quiroz-GutierrezApril 2, 2026
Latest Stories
LI
CommentaryAI adoption isn’t the hard part, it’s building employee agency
By Teuila Hanson and Mohak ShroffApril 3, 2026
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Personal FinanceTop CD rates from major banks on April 3: Chase CDs, Bank of America CDs, Citibank CDs, and more
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macron
EnergyFrance, South Korea say they’ll work together on reopening Strait of Hormuz
By Kim Tong-Hyung, Hyung-Jin Kim and The Associated PressApril 3, 2026
tiger
Law‘I was just talking to to the president’: Tiger Woods bodycam video hints at Trump role
By R.J. Rico and The Associated PressApril 3, 2026
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Personal FinanceCurrent price of silver as of Friday, April 3, 2026
By Joseph HostetlerApril 3, 2026
More Big TechPage 14 of 53
Jeff Bezos attends the 2025 Vanity Fair Oscar Party Hosted By Radhika Jones at Wallis Annenberg Center for the Performing Arts on March 02, 2025 in Beverly Hills, California.
AIExperts say Amazon is playing the long game with its potential $10 billion OpenAI deal: ‘ChatGPT is still seen as the Kleenex of AI’
By Eva RoytburgDecember 17, 2025
Trump points his finger into the crowd from behind the presidential podium
Big TechThe Trump administration says it could go after Spotify if Europe doesn’t back off American tech companies
By Dave SmithDecember 17, 2025
Jesse Levinson sits in a yellow chair in front of a purple "Fortune" background. He is waving with his right hand.
InnovationAmazon’s ride-hailing exec wants to move people around in robotaxis: ‘If you’re with friends it’s dramatically more social’
By Sasha RogelbergDecember 17, 2025
Bezos
Big TechJeff Bezos and Lauren Sánchez Bezos donate $5 million to neurodivergent education leader
By James Pollard and The Associated PressDecember 17, 2025
Zaslav
Big TechWarner Bros. shareholders were ‘consistently misled’ by Paramount, board says in rejection letter: There’s no Ellison family backstop, and never was
By Nick LichtenbergDecember 17, 2025
Quantum computing could be a $198 billion industry in the next 15 years, Jefferies analyst says
InnovationQuantum computing could be a $198 billion industry in the next 15 years, Jefferies analyst says
By Jim EdwardsDecember 17, 2025
Photo of Sam Altman
AIInside OpenAI’s fragile lead in the AI race, and the 8-week ‘code red’ to fend off a resurgent Google
By Jeremy Kahn, Alexei Oreskovic and Lee CliffordDecember 17, 2025
Microsoft, Apple, Meta, and Amazon’s stocks are lagging the S&P 500 this year—but Google is up 62%, and AI investors think it has room to run
Big TechMicrosoft, Apple, Meta, and Amazon’s stocks are lagging the S&P 500 this year—but Google is up 62%, and AI investors think it has room to run
By Jeff John Roberts and Jeremy KahnDecember 17, 2025
OpenAI releases new image model as it races to outpace Google’s Nano Banana amid company code red
AIOpenAI releases new image model as it races to outpace Google’s Nano Banana amid company code red
By Sharon GoldmanDecember 16, 2025
Matt Garman speaks on stage in front of a screen showing colorful concentric circles on a black background.
Future of WorkAWS CEO says replacing young employees with AI is ‘one of the dumbest ideas’—and bad for business: ‘At some point the whole thing explodes on itself’
By Sasha RogelbergDecember 16, 2025
Photo of Donald Trump
Big TechYou can make up to $200K working in Trump’s new ‘Tech Force’—and you don’t need a degree or work experience
By Dave SmithDecember 16, 2025
Man climber standing on rock, looking at falling stones
InvestingGlobal selloff in stocks signals AI bubble may be ending in the healthiest way possible
By Jim EdwardsDecember 16, 2025
Paramount
BankingWarner Bros. is blockbuster finale to $4.5 trillion M&A haul
By Michelle F. Davis, David Carnevali, Ryan Gould, Swetha Gopinath and BloombergDecember 15, 2025
Former Meta integrity chief says new report reveals ‘disappointing’ ad fraud epidemic at the social media giant
Big TechFormer Meta integrity chief says new report reveals ‘disappointing’ ad fraud epidemic at the social media giant
By Lily Mae LazarusDecember 15, 2025
Photo of Sergey Brin
AIGoogle cofounder Sergey Brin said he was ‘spiraling’ before returning to work on Gemini—and staying retired ‘would’ve been a big mistake’
By Marco Quiroz-GutierrezDecember 15, 2025
Businesses face a confusing patchwork of AI policy and rules. Is clarity on the horizon?
AIBusinesses face a confusing patchwork of AI policy and rules. Is clarity on the horizon?
By John KellDecember 15, 2025
The Magnificent 7 isn’t that magnificent: 5 of the stocks have underperformed the market this year
InvestingThe Magnificent 7 isn’t that magnificent: 5 of the stocks have underperformed the market this year
By Jim EdwardsDecember 15, 2025
Alphabet poised for another paper gain as SpaceX valuation jumps
InvestingAlphabet poised for another paper gain as SpaceX valuation jumps
By Edward Ludlow and BloombergDecember 14, 2025
Microsoft AI boss Suleyman opens up about his peers and calls Elon Musk a ‘bulldozer’ with ‘superhuman capabilities to bend reality to his will’
AIMicrosoft AI boss Suleyman opens up about his peers and calls Elon Musk a ‘bulldozer’ with ‘superhuman capabilities to bend reality to his will’
By Jason MaDecember 13, 2025
Can there be competency without conflict in Washington?
PoliticsCan there be competency without conflict in Washington?
By Alyson ShontellDecember 13, 2025
Sarandos
Arts & EntertainmentIt’s a sequel, it’s a remake, it’s a reboot: Lawyers grow wistful for old corporate rumbles as Paramount, Netflix fight for Warner
By Nick LichtenbergDecember 13, 2025
Oracle chairman of the board and chief technology officer Larry Ellison delivers a keynote address during the 2019 Oracle OpenWorld on September 16, 2019 in San Francisco, California.
AIOracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt markets
By Eva RoytburgDecember 13, 2025
Fortune 500 Power Moves: Which executives gained and lost power this week, Dec. 6-12, 2025
C-SuiteFortune 500 Power Moves: Which executives gained and lost power this week, Dec. 6-12, 2025
By Fortune EditorsDecember 12, 2025
Carl Rinsch
Big TechNetflix’s $11 million funding for a director’s sports cars and luxury mattresses—not a show—leads to fraud conviction
By The Associated PressDecember 12, 2025
Sarandos
CommentaryNetflix, Warner, Paramount and antitrust: Entertainment megadeal’s outcome must follow the evidence, not politics or fear of integration
By Satya MararDecember 12, 2025
Retail investors drive stocks to a pre-Christmas all-time high—and Wall Street sees a moment to sell
InvestingRetail investors drive stocks to a pre-Christmas all-time high—and Wall Street sees a moment to sell
By Jim EdwardsDecember 12, 2025
Exclusive: YouTube launches option for U.S. creators to receive stablecoin payouts through PayPal
CryptoExclusive: YouTube launches option for U.S. creators to receive stablecoin payouts through PayPal
By Ben WeissDecember 11, 2025
Stephanie Zhan, Partner Sequoia Capital speaking on stage at Fortune Brainstorm AI San Francisco 2025.
NewslettersHighlights from Fortune Brainstorm AI San Francisco
By Jeremy KahnDecember 11, 2025
Iger
AI‘Creativity is the new productivity’: Bob Iger on why Disney chose to be ‘aggressive,’ adding OpenAI as a $1 billion partner
By Nick LichtenbergDecember 11, 2025
OpenAI CEO of Applications Fidji Simo
AIOpenAI aims to silence concerns it is falling behind in the AI race with release of new model GPT-5.2
By Jeremy KahnDecember 11, 2025
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