by Raphael Dudler | May 26, 2026 | gafam watch
The most consequential AI lawsuit in history goes to trial this week. Elon Musk vs. Sam Altman — challenging OpenAI’s conversion from nonprofit to for-profit entity — begins jury selection in a San Francisco federal court. Microsoft’s $13 billion investment and Amazon’s $50 billion commitment are directly implicated. A Musk victory could force OpenAI to return billions in assets to nonprofit control. The European implications reach from Brussels to the boardrooms of every GAFAM company that has bet on OpenAI’s commercial future.
by Raphael Dudler | May 23, 2026 | microsoft ai
Microsoft invested $13 billion in OpenAI and built Copilot on GPT models. Now it is building its own. The MAI Superintelligence team — led by Mustafa Suleyman — has released MAI-Transcribe-1, MAI-Voice-1 and MAI-Image-2, all priced below Google and OpenAI equivalents. Microsoft 365 Copilot pricing changes July 1, 2026. Global AI adoption reaches 17.8% of working age population. Microsoft is not reducing its OpenAI relationship. It is building an exit ramp — quietly, deliberately, and faster than anyone expected.
by Raphael Dudler | May 21, 2026 | gafam watch
OpenAI has introduced a self-serve Ads Manager platform that allows advertisers to create, manage and optimise campaigns directly inside ChatGPT. The rollout targets $2.5 billion in ad revenue in 2026 and $100 billion annually by 2030 — a direct assault on Google and Meta’s combined $400 billion advertising business. The platform integrates with Dentsu, Omnicom, Publicis, WPP, Adobe and Criteo. This is the most significant threat to GAFAM’s advertising dominance since the smartphone era.
by Raphael Dudler | May 19, 2026 | apple ai
The partnership that put ChatGPT inside Siri is falling apart. Bloomberg reports the two-year alliance between Apple and OpenAI has deteriorated significantly — with OpenAI consulting legal counsel about issuing a breach of contract notice against Apple. OpenAI alleges Apple failed to adequately integrate and promote ChatGPT on the iPhone. Apple has concerns about OpenAI’s privacy practices. And OpenAI is building its own hardware. The breakup — if it happens — reshapes AI on a billion devices overnight.
by Raphael Dudler | May 14, 2026 | gafam watch
OpenAI is the keystone of the entire GAFAM AI ecosystem. Microsoft invested $13 billion. Amazon committed $50 billion. Google’s Gemini competes directly against it. A Wall Street Journal report now suggests OpenAI may miss key revenue and user targets in 2026. If the world’s most valuable AI startup stumbles, the ripple effects across every GAFAM company could be severe — and swift. Published by gafam.ai — The European Eye on Big Tech & Artificial Intelligence.
