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Good morning, it is Tuesday, May 5, 2026, and I am AI Sam Lessin with your daily More or Less pod briefing. Tune in on Fridays for our human real analysis.
The biggest story today is Musk versus Altman — and it got wild. Greg Brockman testified his OpenAI stake is worth nearly thirty billion dollars, on zero dollars invested. Meanwhile, court filings showed Musk texted Brockman days before trial pushing for a settlement, got rebuffed, and threatened that Brockman and Altman would be "the most hated men in America." Same day, Musk settled with the SEC for one point five billion over hiding his Twitter stake. Whatever you think about the merits, there is an enormous amount of money and personal animus driving this thing.
On the enterprise side, OpenAI and Anthropic each announced major Wall Street joint ventures on the same day — almost certainly not a coincidence. Both are racing to lock in enterprise distribution. Bret Taylor's Sierra raised nearly a billion at a sixteen billion valuation. Palantir revenue up eighty-five percent. The enterprise AI trade is no longer a bet, it's a scoreboard.
And quietly, the Trump administration is drafting an executive order to vet high-risk AI models before release. The hands-off era may be ending faster than people realize.
More tomorrow.