Sam Altman’s OpenAI publishes brutal critique of Apple lawsuit: ‘Apple is getting this wrong’

Good morning. On Fortune’s radar today:

OpenAI: ‘Apple is getting this wrong.’

Ukraine is running its war like a business—and the KPIs are brutal.

Palantir’s epic earnings call.

$1 trillion in AI capex is on the way.

Are Iran and Oman carving Trump out of the deal?

What if SpaceX’s no good very bad governance structure is good for investors?

➡️ Did someone forward you this email? If you would like to receive this information directly, every morning before the markets open in New York, sign up here.

IT’S ALL A BIG MISUNDERSTANDING!

OpenAI says ‘Apple is getting this wrong’

Apple’s lawsuit against OpenAI, in which the iPhone company claims OpenAI staff stole its trade secrets, is based on a series of comical misunderstandings, OpenAI said in a blog post yesterday titled “Apple is getting this wrong.”

“Apple had claimed that they contacted OpenAI in February and that we didn’t respond,” OpenAI said. “They now admit that their outside lawyers emailed the wrong person after confusing two Asian last names—only after we brought this to their attention. Apple also claimed they had a discussion with our General Counsel, which they now concede never happened.”

Sam Altman’s company also complains that the ex-Apple staff who work for him only accessed Apple information after they left the company because Apple asked them to, after it failed to access the files in their absence. Read the whole thing—including the text messages and emails—here.

Ukrainian soldiers have business-like KPIs for killing Russians—and they’re working, RAND says

Russia’s war on Ukraine has become a grinding tally of raw numbers, and Kyiv is executing its strategy with the ruthlessness of a corporate efficiency expert, according to the RAND think tank.

In a note last month, researchers Gian Gentile and Andrew Radin pointed out that Ukraine has gained the upper hand via attrition: wiping out more of an opponent’s troops and weapons than you lose.

Russia, of course, has a larger population and military than Ukraine. So Kyiv has opted for a simple, albeit grim solution: kill Russian soldiers faster than they can be replaced, according to Gentile and Radin.

Ukraine has KPIs for the military—just like corporations, which use them to track output from employees or subsidiaries.

Ukraine’s KPIs call for killing 200 Russian troops for each square kilometer of territory seized and eliminating at least 50,000 each month. It includes an “ePoints” competition, thought to be the first of its kind anywhere, in which drone operators are awarded points for high scores on the battlefield.

Stocks rally across the globe as the price of........

© Fortune