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OpenAI on Monday began emailing more than 8,000 developers who applied for its invite-only GPT-5.5 party with a surprise consolation prize: a tenfold increase in Codex rate limits on their personal ChatGPT accounts, effective immediately and lasting through June 5.
“We had over 8,000 people express interest in just 24 hours, and while we wish our office was big enough to welcome everyone, we weren’t able to make space for every person who applied,” the company wrote in the email, which VentureBeat obtained. “As a small token of appreciation, we’ve 10x’ed your Codex rate limits until June 5th on your personal ChatGPT account.”
The gift is not limited to the lucky few who scored invitations to the party itself. Everyone who raised their hand — whether they were accepted, waitlisted, or turned away — received the rate limit boost, according to the email and confirmed by multiple recipients on social media.
CEO Sam Altman telegraphed the move on X shortly before inboxes started lighting up. “We are gonna do something nice for everyone who applied for the GPT-5.5 party and that we didn’t have space for,” he wrote. “Hope you enjoy!” The post amassed more than 521,000 views within hours.
The practical implications are huge. Codex, OpenAI’s AI-powered coding agent, operates under daily usage caps that vary by subscription tier. A tenfold increase to those caps gives developers dramatically more room to prototype, debug, and ship code using GPT-5.5 — which OpenAI says matches GPT-5.4’s per-token latency while performing at a higher level of intelligence and using significantly fewer tokens to complete tasks.
The 31-day window is generous enough to reshape habits. By flooding thousands of developers with expanded access during a critical adoption period, OpenAI is effectively subsidizing the kind of deep, sustained usage that turns a curious trial into a daily dependency. It is a bet that once developers experience Codex at full throttle, they won’t want to go back — and that when the limits reset on June 5, a meaningful number will upgrade their subscriptions to preserve the workflow they’ve built.
The developer community responded with a mix of glee and regret. “I’m literally not taking my Codex hat off for the month,” one developer declared on X. Others kicked themselves for not signing up. “That’s the last time I don’t sign up just because I’m not in SF,” one wrote.
Several users raised a question OpenAI has yet to answer publicly: does the boost stack with the existing Pro $200 tier’s 20x multiplier? One user reported that OpenAI support said no — users get whichever limit is higher, not a combined total. “The key question isn’t whether the 10x boost is only for party applicants,” they wrote. “It’s whether it stacks with Pro.”
OpenAI did not immediately respond to a request for comment on whether the boost stacks with Pro-tier limits.
The rate limit gift is a sidecar to the main event: “GPT-5.5 on 5/5,” an invite-only gathering running tonight from 5:55 p.m. to 8:55 p.m. PDT at an undisclosed San Francisco venue. OpenAI billed the evening as “a low-key meetup with Sam and the team behind GPT-5.5,” promising food, drinks, community, giveaways, and swag — not a product announcement. Even the address remained secret until invitations were confirmed — a touch of exclusivity that generated its own buzz.
In a detail that doubles as a product demo, Altman revealed that GPT-5.5 itself planned the party. The model proposed the May 5 date, suggested that human developers give the toasts rather than the AI, and recommended setting up a suggestion box for the next-generation model. Altman described this as “weird emergent behavior.” Registrations closed shortly after opening due to overwhelming demand, with Codex handling the selection process.
Altman also extended an unlikely invitation. He publicly asked Elon Musk to attend, saying, “He can come if he wants… the world needs more love.” The gesture arrives amid Musk’s ongoing lawsuit against OpenAI seeking up to $150 billion in damages — a fact that makes the invitation read less like diplomacy and more like performance art.
Here is where the story gets interesting. VentureBeat has confirmed that Anthropic is hosting its very own invite-only event in San Francisco on Tuesday evening — a “Media VIP Welcome Reception” at nearly identical times to OpenAI’s party. The reception serves as a warm-up for Anthropic’s Code with Claude developer conference, the company’s second annual gathering focused on its API, CLI tools, and Model Context Protocol (MCP). The conference proper takes place tomorrow.
The scheduling overlap is difficult to dismiss as coincidence. Both companies are hosting developer-focused events on the same evening, in the same city, targeting many of the same people. Whether this was deliberate counter-programming or genuine coincidence, the optics neatly capture where things stand in the industry’s most consequential rivalry.
Anthropic’s conference will feature its executive and product teams discussing Claude Code, agent implementation strategies, and the product roadmap — all squarely aimed at the same developer audience that just received a month of free Codex upgrades from OpenAI.
The dueling cocktail hours are a social manifestation of a far more consequential battle playing out in revenue, developer adoption, and investor confidence — one that has tilted sharply in Anthropic’s favor.
According to Counterpoint Research data, Anthropic surpassed OpenAI for the first time in global LLM revenue market share in Q1 2026, capturing 31.4% compared to OpenAI’s 29%. But the headline near-tie obscures a dramatic structural divergence. Counterpoint estimates Anthropic achieved that share with roughly 134 million monthly active users, compared to approximately 900 million for OpenAI — yielding average monthly revenue per active user of $16.20 for Anthropic versus $2.20 for OpenAI. OpenAI commands massive scale; Anthropic extracts roughly seven times more revenue per user. That gap is the central tension in this rivalry.
The enterprise shift has been building for over a year. Menlo Ventures — whose portfolio includes Anthropic — estimates the company now captures 40% of enterprise LLM spend, up from 24% the prior year and 12% in 2023, while OpenAI’s share fell to 27% from 50% over the same period. Anthropic has maintained an almost unparalleled 18 months atop the LLM leaderboards for coding, starting with Claude Sonnet 3.5 in June 2024. That dominance in code — AI’s first true killer app — has become the on-ramp to broader enterprise adoption and the engine behind Anthropic’s revenue acceleration.
The top-line numbers tell the rest of the story. Anthropic said earlier this month that its annualized revenue has topped $30 billion, up from $9 billion at the end of 2025, with more than 1,000 business customers now spending over $1 million annually — a figure the company says has more than doubled since February.
Sources familiar with Anthropic’s financials told TechCrunch the run rate is currently closer to $40 billion, driven largely by demand for Claude Code and Cowork. OpenAI, meanwhile, topped $25 billion in annualized revenue as of February, according to Reuters — but the Wall Street Journal reported that the company has recently missed its own projections for user growth and revenue, with CFO Sarah Friar warning colleagues that if growth doesn’t accelerate, the company could face difficulty funding future compute agreements.
The momentum has carried into fundraising at a pace that could redraw the industry’s power map. Anthropic raised $30 billion at a valuation of $380 billion in February. Bloomberg reported last week that the company has begun weighing a fresh funding round that would value it at more than $900 billion, potentially leapfrogging OpenAI as the world’s most valuable AI startup. OpenAI was valued at $852 billion in late March after closing a record-breaking $122 billion funding round. If Anthropic proceeds at the terms described, the company would not only more than double its valuation but would also surpass OpenAI — a reversal that seemed unthinkable six months ago.
For the 8,000-plus developers who applied for the GPT-5.5 party, the immediate value is straightforward: a full month of dramatically expanded Codex usage, free of charge, during a period when both companies are shipping at a breakneck pace. For the industry, the signal is harder to miss. The two most valuable private companies in the world are competing for developer loyalty with a combination of free perks, invite-only parties, celebrity CEO engagement, and multi-billion-dollar enterprise ventures — all within the same 24-hour window, in the same seven-square-mile city.
The broader stakes extend well beyond cocktail napkins and rate limits. Both companies are barreling toward potential IPOs. Both are courting the same Wall Street backers for enterprise joint ventures. Both are racing to define how the next generation of software gets built — and by whom. The developers caught between them are, for the moment, the beneficiaries of a spending war that shows no sign of cooling.
Tonight in San Francisco, the Anthropic reception starts at 5pm. The OpenAI party starts at 5:55pm. VentureBeat will be at both. And somewhere between the two venues, 8,000 developers who couldn’t get into either room will be burning through their new rate limits — building the future with whichever model they opened first.
Michael Nunez is an editor at VentureBeat covering artificial intelligence. He is attending both the Anthropic Code with Claude Media VIP Welcome Reception and the OpenAI GPT-5.5 launch party tonight in San Francisco.
This story is developing and will be updated.
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Microsoft last week took Agent 365, its management platform for AI agents, out of preview and into general availability — a move that signals the software giant believes the governance challenge around autonomous AI is no longer theoretical but operational and urgent.
The product, first announced at Microsoft’s Ignite conference in November, positions itself as a unified control plane that lets enterprise IT and security teams observe, govern, and secure AI agents wherever they run: inside Microsoft’s own ecosystem, on third-party cloud platforms like AWS Bedrock and Google Cloud, on employee endpoints, and increasingly across a sprawling ecosystem of SaaS agents built by partner software companies.
But the most striking element of the launch isn’t the general availability milestone itself. It’s Microsoft’s aggressive push into discovering and managing local AI agents — the coding assistants, personal productivity tools, and autonomous workflows that employees are installing on their own devices, often without IT’s knowledge or blessing. Microsoft calls this phenomenon “shadow AI,” and it is an entirely new category of enterprise security risk that most organizations are only beginning to grapple with.
“Most enterprises are trying to figure out how to harness the potential of autonomous agents,” David Weston, Corporate Vice President of AI Security at Microsoft, told VentureBeat in an exclusive interview. “They’re trying to find a balance between what we call YOLO — just let anything run — and ‘oh no,’ where nothing works at all.”
The timing of Agent 365’s general availability reflects an uncomfortable reality: AI agents have already outpaced the governance infrastructure designed to manage them. Enterprises that spent years building controls for cloud applications and SaaS software now face a fundamentally different kind of sprawl — one where autonomous software can invoke tools, access sensitive data, chain together with other agents, and take actions on behalf of users or entirely on their own.
Weston described three specific categories of security incidents that Microsoft is already observing across its enterprise customer base. The first, and most common, involves developers rushing to connect agents to backend systems and inadvertently exposing sensitive infrastructure. “A canonical thing we’re seeing a lot across the board is these MCP servers that are then being connected to a sensitive back end system and then exposed unauthenticated to the internet,” Weston said. “That can lead to PII or data leaks.”
The second category involves what security researchers call cross-prompt injection — attackers embedding malicious instructions in data sources like software tickets, websites, or wikis that an agent is likely to ingest. “We are seeing attackers use untrusted data sources to put in what we call cross-prompt injection prompts, which will basically direct your agent to do whatever the attacker wants,” Weston explained. While he noted this attack vector remains less common, “when we do see it, it’s higher impact.”
The third and perhaps most pervasive issue is more mundane but no less dangerous: agents connected to data sources and DLP systems that simply aren’t designed to understand agentic access patterns. “Data sources and DLP systems that are not agent-aware are exposing high-sensitive data down to maybe a vendor,” Weston said, adding that such incidents carry “a lot of costs and a lot of risk.”
At its core, Agent 365 functions as a centralized registry and policy engine for AI agents. It provides IT administrators with a single view of every agent operating within their environment — whether that agent was built with Microsoft Copilot Studio, deployed on AWS Bedrock, running as a SaaS integration from a partner like Zendesk or SAP, or installed locally on a developer’s Windows machine.
The platform supports three distinct categories of agents, each with different availability status at launch. Agents working on behalf of users through delegated access — such as an inbox organizer operating with a user’s permissions — are now generally available within the control plane. Agents operating behind the scenes with their own access credentials, like an autonomous system triaging support tickets, are also generally available. A third category, agents participating in team workflows with their own access, enters public preview today.
Agent 365 is available as part of the new Microsoft 365 E7 suite or as a standalone product priced at $15 per user per month. Each license covers an individual who manages, sponsors, or uses agents to work on their behalf. The pricing model is designed to scale predictably: organizations pay per person who interacts with the agent ecosystem, not per agent — a structure that acknowledges the reality that agent counts are a moving target in most enterprises.
Perhaps the most significant new capability in today’s launch is Agent 365’s ability to discover and manage local AI agents — the tools that developers and knowledge workers are installing directly on their Windows devices, often without any oversight from IT.
Starting today, organizations enrolled in Microsoft’s Frontier program can use Agent 365, powered by Microsoft Defender and Intune, to detect OpenClaw agents running on managed Windows devices. Administrators can view which devices are running OpenClaw, and they can apply Intune policies to block common execution methods. A new “Shadow AI” page in the Microsoft 365 admin center serves as the central dashboard for this discovery process.
The choice to begin with OpenClaw was deliberate. “Our criteria is simply customer demand,” Weston told VentureBeat. “We’re hearing across the board that enterprises understand OpenClaw represents a new type of software. They want to be on the frontier, they want to leverage all the benefits, but they also want the deterministic control that lets them establish a clear boundary in their enterprise.”
Microsoft plans to expand local agent discovery to 18 different agent types by June 2026, including GitHub Copilot CLI and Claude Code. The company is leveraging its existing endpoint telemetry to identify applications calling inference endpoints, then surfacing that information to IT and security teams. “Using our visibility on the endpoint, we can see the variety of apps that are basically calling inference endpoints,” Weston explained. “And then we can give a collection of that to the IT and security folks, and they can decide whether that’s appropriate or something that’s putting them at risk.”
Starting in June, Microsoft Defender will provide what the company calls “asset context mapping” for each discovered agent. This feature builds a relationship graph showing which devices an agent runs on, which MCP servers it connects to, which identities are associated with it, and which cloud resources those identities can reach. The goal is to let security teams assess the potential blast radius if an agent is compromised or misbehaves.
Weston explained the technical underpinning: “Blast radius is computed by taking an asset inventory and converting each asset into a node in a graph. The edges represent how different assets or data sources are connected.” The system overlays contextual detail onto each node — for instance, flagging that a particular device runs an untrusted AI agent and is simultaneously connected to a critical business database or a machine with thousands of user accounts.
“It’s highly accurate because it’s computed from an asset graph that’s typically cloud-based, or built from endpoint data if you’ve got something like NDE deployed,” Weston said. “We’re computing it based on what you already have — which is essentially ground truth.” This kind of exposure mapping is precisely what CISOs are asking for, Weston added. “One of the first things you want to know when assessing agent risk is: what is this connected to? Is it connected to something I care about, or is it something moderate?”
The platform doesn’t stop at visibility. Agent 365 introduces policy-based controls that let administrators set guardrails for what agents can and cannot do. If a managed agent exhibits malicious behavior patterns — such as attempting to access or exfiltrate sensitive data — Microsoft Defender can block the agent at runtime and generate alerts with rich incident context for investigation. Weston emphasized that Defender’s existing classification capabilities translate directly to the agentic world. “Injecting code into the process that manages logins, whether you’re OpenClaw or browser, that’s always going to be a strong signal,” he said. Context mapping, policy-based controls, and runtime blocking will enter public preview through Intune and Defender in June 2026.
In a notable competitive move, Microsoft is extending Agent 365’s governance reach to rival cloud platforms. A new public preview of Agent 365 registry sync enables IT teams to connect with AWS Bedrock and Google Cloud (specifically, Google Gemini Enterprise Agent Platform, formerly Google Vertex AI). Through these connections, administrators can automatically discover and inventory agents running on those platforms and perform basic lifecycle governance actions such as starting, stopping, or deleting agents.
“If we’re going to be a single control plane, we have to meet customers where they are, and many of them are multi-cloud,” Weston told VentureBeat. He acknowledged that the depth of available controls varies somewhat by cloud provider. “Once you know it’s there, what kind of guardrails or blocking can you provide? And that’s going to be slightly different depending on what the cloud provider works with.” But he added that the platforms offer “pretty comparable capabilities” in most scenarios and expressed optimism that cross-cloud consistency will improve over time.
Also generally available today: Agent 365 extends Microsoft Entra network controls to cover agent traffic from Microsoft Copilot Studio agents and local agents like OpenClaw. These controls let security teams inspect agent network activity, identify unsanctioned AI usage, restrict connections to approved web destinations, filter risky file transfers, and help block malicious prompt-based attacks at the network layer before they result in harmful actions. The combination of cloud registry sync and network-layer enforcement gives Microsoft an unusually broad governance surface — one that spans cloud, endpoint, and network in a way few competitors currently match.
For organizations that want the productivity benefits of autonomous agents but aren’t comfortable running them directly on employee endpoints, Microsoft is also launching Windows 365 for Agents in public preview, currently limited to the United States. The offering creates a new class of Cloud PCs purpose-built for agentic workloads, managed through Intune, and governed by the same identity and security controls applied to human employees.
Weston framed the capability as a segmentation play. “From a security principle standpoint, the more segmentation you can achieve, the better,” he said. “If you don’t want this on your endpoint, but you still want the capability, you can choose to have it sandboxed, isolated. We’ve seen large companies like Nvidia talk about doing this. We’re creating this pattern for everyone.”
How critical that isolation is, Weston added, depends on context. “If you’re working in a military installation, it goes without saying, you probably want to segment away that information. If you’re working in a company that’s primarily creative and you have a little higher risk tolerance, you may not want to do that.” The public preview requires an Agent 365 license, an Intune license, and an active Azure subscription.
Microsoft is positioning Agent 365 not as a walled garden but as an open management layer. The company announced that ecosystem partner agents from Genspark, Zensai, Egnyte, Zendesk, and agents built on platforms including Kasisto, Kore.ai, and n8n are now fully enabled for management through Agent 365 — with no integration work required from IT teams. Additional software development company launch partners include Adobe, SAP, Manus, Nvidia, and Celonis.
For partner-built SaaS agents, onboarding begins with identity. “We have the ability for you to simply give it an identity and or use our SDK depending on the level of capability you need,” Weston explained. “Just starting with the identity, we’re able to basically see, especially for Entra users, what capabilities the application needs and what constraints should be put on that.” Deeper SDK integration provides richer observability data, but identity alone gives the platform substantial governance leverage.
On the services side, Microsoft has enlisted firms including Accenture, KPMG, Capgemini, Protiviti, Slalom, and nearly two dozen others as Agent 365 Launch Partners. These firms have collaborated with Microsoft engineering to build offerings around inventory assessment, least-privilege enforcement, compliance, multi-platform threat analysis, and ongoing lifecycle management.
Microsoft’s bet with Agent 365 arrives at a moment when the enterprise software industry is racing to define what the “agentic era” actually looks like in production. Competitors including Google, Amazon, and Salesforce are all developing their own agent orchestration and governance tools, but Microsoft’s approach — leveraging its deeply entrenched position in endpoint management (Intune), threat detection (Defender), identity (Entra), and productivity (Microsoft 365) — gives it an unusual cross-surface advantage.
For enterprises considering Agent 365, Weston outlined a phased adoption model. “First things first, they’ll get visibility and an inventory — you can’t really secure what you don’t know about,” he said. “The next thing they’re able to do is assign identities and start to manage the access those agents have, which is a huge first step in managing the risk.” The deeper capabilities — isolation through Windows 365 for Agents, runtime blocking, blast radius mapping — come next. “Crawl is inventory. Walk is getting identity and access. Run is getting isolation, better control, deeper visibility,” Weston summarized. “I think that’s something that’s reasonable in a 90-day period.”
Whether enterprises actually move that fast will depend on the maturity of their existing security infrastructure and the pace at which shadow AI proliferates within their walls. A live “Ask Microsoft Anything” session on Agent 365 is scheduled for May 12, giving IT and security professionals a chance to press the engineering team on specifics.
But the most telling detail from the interview may have been the most offhand. “I have 18 agents running behind my team chat right now,” Weston said. If even Microsoft’s own security chief has a small army of autonomous agents operating in his daily workflow, the question for every other enterprise is no longer whether to govern the agentic workforce — it’s whether they can do it before the workforce governs itself.
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