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OpenAI Tells EU That Google, Apple, Microsoft Could Stifle Competition -- Reflection AI Raises $2 Billion From Nvidia and Others at $8 Billion Valuation -- Andreessen Horowitz Hires Former VMware CEO as General Partner -- Google, Amazon Launch New Suites in Battle for AI Spending  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ 

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Oct 10, 2025

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TGIF! U.S. regulators probe Tesla’s driver assistance technology known as Full Self-Driving. OpenAI tells Europe’s antitrust regulator that Google, Apple and Microsoft could stifle competition. Reflection AI, a startup building open-source AI models, raises $2 billion from Nvidia and others.

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1.
Tesla’s ‘Full Self-Driving’ Probed By U.S. Regulator
By Theo Wayt Source: The Information

Tesla’s driver assistance technology known as “Full Self-Driving” is being probed by U.S. auto safety regulators, who said they’d identified 58 reports of vehicles using the software running red lights and violating other traffic laws.

The National Highway Traffic Safety Administration’s new probe was disclosed in documents posted on its website. Last year, the agency opened a separate probe into the software over crashes in low visibility conditions such as sun glare and fog. Last year it also closed an investigation that it had opened in 2021 into Autopilot, Tesla’s less advanced driver assistance system.

The new Tesla probe could force the company to recall and make changes to its software. The agency announced the probe days after Tesla released the latest version of the Full Self-Driving software, known as version 14, which CEO Elon Musk has hyped as a major upgrade over the previous iteration. Tesla shares were down 2% early Thursday.

2.
OpenAI Tells EU That Google, Apple, Microsoft Could Stifle Competition
By Aaron Holmes Source: Bloomberg

OpenAI told Europe’s top antitrust regulator that big tech firms including Microsoft, Google, and Apple could be difficult for the startup to compete against, Bloomberg reported Thursday.

During a Sept. 24 meeting with EU antitrust chief Teresa Ribaldi, OpenAI said it faced “difficulties” competing with those companies because of “the lock-in of customers by large platforms,” according to the report. OpenAI has business relationships with those companies, but it increasingly competes with Google in selling AI software to consumers and businesses, and plans to compete against Apple in AI-powered consumer devices.

Despite the apparent difficulties, OpenAI said this week its chatbot has 800 million weekly users. The company has generated unprecedented revenue growth from subscriptions to the chatbot along with unprecedented cash burn from its spending on servers to power its artificial intelligence.

3.
Reflection AI Raises $2 Billion From Nvidia and Others at $8 Billion Valuation
By Natasha Mascarenhas Source: The Information

Reflection AI, a New York-based startup building open-source models to rival labs like China’s Deepseek, said it has raised $2 billion in venture capital at an $8 billion valuation including the investment. The Information first reported the deal talks.

Nvidia invested about $800 million into the round, according to the New York Times. The deal is a dramatic markup from Reflection’s last private market valuation of $545 million in March. Other investors in the company include Lightspeed Venture Partners, Sequoia Capital and 1789 Capital, which is linked to Donald Trump, Jr.

Reflection will use the money to develop new technology as the founders, Misha Laskin and Ioannis Antonoglou, try to build Reflection as the U.S.-based provider of open-source AI models, which is a capital intensive endeavor

4.
Andreessen Horowitz Hires Former VMware CEO as General Partner
By Natasha Mascarenhas Source: The Information

Andreessen Horowitz has hired Raghu Raghuram, former chief executive of VMware, as its newest general partner, according to firm’s co-founder Ben Horowitz. Raghuram will serve as a general partner investing in AI infrastructure and growth-stage companies.

Raghuram worked at VMware for two decades. He left his role as chief executive after the business was sold to Broadcom in 2023 for over $60 billion. The hire comes after Scott Kupor, a former managing partner at Andreessen Horowitz, left the firm to join the Trump administration. Raghuram will help manage the firm’s day-to-day operations as a managing partner as well as invest, Horowitz said.

In an interview, Raghuram said that he’ll be advising portfolio companies on getting access to compute capacity and infrastructure, including through Andreessen Horowitz’s Oxygen program, which connects startups in the portfolio to a stockpile of Nvidia chips. He’ll be looking at startups trying to find new breakthroughs in cloud infrastructure, from faster networking to more efficient storage and security approaches.

“There are big time CEOs who run large companies, and then there are great technologists who run the whole infrastructure landscape and strategy – but there aren’t very many that can do both,” Horowitz said. “You can count them on one hand – it’s like Raghu, and Jensen [Huang].”

5.
Google, Amazon Launch New Suites in Battle for AI Spending
By Kevin McLaughlin Source: The Information

Google and Amazon, as part of their competition for corporate AI spending, both announced new suites of products that make it easier for employees to find corporate data and automate multi-step work tasks.

Both companies are essentially giving their existing AI search and agent-building products a fresh coat of paint by adding new features and more connections to third-party apps. Their goal is to make AI accessible to non-technical users and boost productivity, delivering the kind of return on investment that could convince companies to spend more on AI.

Google and Amazon are both well-equipped to succeed in AI, as they both have thousands of customers that already store their data on their clouds. But Glean, a startup led by a former Google engineer, has attracted considerable buzz by being the first to show how AI could help workers find data and files scattered across business applications and databases.

6.
Murati to Be Deposed, Musk Seeks ‘Brockman Memo’ From Sutskever
By Rocket Drew Source: The Information

The court overseeing Elon Musk’s breach of charitable trust lawsuit against OpenAI has ordered the company’s former CTO Mira Murati to be deposed, seeking information such as “the extent to which [OpenAI CEO] Altman was sidelining safety procedures in the pursuit of commercial interests,” according to a legal filing from Musk’s lawyers. The court’s decision follows a deposition of OpenAI co-founder and former chief scientist Ilya Sutskever last week.

Musk’s lawyers are seeking further information from Sutskever concerning his financial interests in OpenAI, which could include rights to OpenAI’s future profits, and a document called the “Brockman Memo,” an apparent reference to OpenAI’s president and co-founder Greg Brockman. Sutskever’s lawyers say that details of his financial interests are “a constitutionally protected privacy interest.” The court has initially denied Musk’s request because his lawyers filed the document after midnight on the deadline. Musk’s lawyers contend that they encountered a technical difficulty that delayed the filing to 12:08 a.m. The court has asked Musk’s lawyers whether their attempts to submit the filing meet the court’s criteria for a deadline extension.

Lawyers for OpenAI and Microsoft opposed the request to depose Murati, saying Musk missed the deadline and the timing would give Musk an unfair advantage. Musk’s lawyers said they attempted to serve Murati a deposition subpoena eleven times with no success. The court found that “OpenAI is mistaken” about the timing issue and “Musk’s motion has merit.”

These are just the latest conflicts over evidence discovery in the Musk-Altman lawsuit, in which lawyers for both sides have frequently asked the court to intervene to force the other side to produce more documents. Musk, a co-founder and early donor to OpenAI, is suing the ChatGPT maker for a variety of claims, including that OpenAI has allegedly violated its charitable mission by acting as a for-profit company.

This story has been updated to reflect the latest filings concerning Sutskever.