What's up: Elon Musk is leaving Washington; Google's future awaits judge's ruling; Meta fired Palmer Luckey. now, they’re teaming up.

Good morning, CIOs. OpenAI’s enterprise customers have grown to three million, up from two million in February.

“We are growing quite fast in enterprise,” said OpenAI Chief Operating Officer Brad Lightcap, appearing on stage at The Wall Street Journal’s Future of Everything event on Thursday.

He cited the company's work with Moderna as well as the California State University System where it will make its tools available to about 500,000 students and faculty. He called it the “first AI-powered university system” in the country.

And he had advice for CIOs: "You have to build a familiarity with the rate of change, because it's very steep," he said, adding that AI, unlike past technological events, will change rapidly over time. 

"Cloud computing hasn't changed that much in the last few years. Mobile phones haven't changed that much in the last few years. This is something that will be categorically different in a few years."

Other highlights.

• Lightcap said he has “no idea” what device Chief Executive Sam Altman is working on with former Apple designer Jony Ive. 
• But he did acknowledge that OpenAI wants to build an “ambient computer layer” that can detach people from always having to be looking at a screen.
• Lightcap had a surprising explanation for ChatGPT's monthly price points: "Everyone asked how did you guys come up with $20 price point," he said.  "The answer is Sam [Altman] and I were, like, 'I don't know, pick a number. $20 sounds good.'"

Read the story. More from the Future of Everything event below.

Steve Davis, Musk’s chief lieutenant at DOGE and president of Boring Co. also is leaving the government.

• These IT Companies Say DOGE Is Good for Business

Anduril Industries and Meta Platforms said Thursday they will together build a line of new rugged helmets, glasses and other wearables for the U.S. Army. The system, called EagleEye, will carry sensors that enhance soldiers’ hearing and vision, WSJ reports.

👉 In 2017 Meta CEO Mark Zuckerberg fired Anduril co-founder Palmer Luckey following a controversial political donation to a pro-Donald Trump group.

Amazon has a new special projects team, ZeroOne, tasked with “inventing breakthrough consumer product categories.” J Allard, longtime Microsoft veteran and key player in the rollout of the Xbox game console, is leading the team, CNBC reports.

👉WSJ reported last year that Amazon had lost tens of billions of dollars on its devices business.

Ray-Ban maker EssilorLuxottica said it would buy AI-focused ophthalmology platform Optegra from MidEuropa as part of the group’s medical technology strategy, WSJ reports. The Franco-Italian eyewear group last year extended a partnership with Meta Platforms to develop smart Ray-Ban glasses.

Dell issued guidance above expectations as the PC and server-maker generated $12.1 billion in AI orders during the just-completed quarter. Dell expects to ship roughly $7 billion of AI servers in the current quarter, Marketwatch reports. 

U.S. District Judge Amit Mehta on Friday will hear closing arguments from lawyers at the Justice Department and Google over how to improve competition in online searches, WSJ reports. Mehta has said he expects to issue a ruling in August.

The Wall Street Journal's Future of Everything event in New York City on Thursday brought together under one roof leaders from across the news spectrum, from business and economics to sports and the arts.

The two topics virtually everyone wanted to talk about? Tariffs and AI. Highlights from several of the AI discussions are below.

Groq CEO Jonathan Ross | Watch
"My advice (to college grads) is what you got in your degree is you learned how to learn. Get used to that ... Software engeineer wasn't really a job 40 years ago. There are going to be new jobs that don't exist today that you will have learn how to do. And the jobs that exist today are going to go away."

Bristol-Myers Squibb CEO Christopher Boerner | Watch
"Every small molecule that enters the clinic from our discovery organization goes through a suite of AI tools that help us optimize that asset to the profile that we want given the disease we're going into. And we're extending that now to our large-molecule programming."

UNICEF USA CEO Michael Nyenhuis | Watch
"I think in particular where we see it right now is in education and that is the OpenAI pilot program we have in Uruaguay ... it is focused on using AI to quickly develop digitial textbooks in formats that make sense for children with disabilities. Beyond that we are looking at how to use AI to spread basic education." 

LVMH North America CHRO Gena Smith | Watch 
"Human skills in an era of AI become even more critical. Things like critical thinking, empathy, communication skills. So when we're looking at people that we bring into the organization, I think we have an overemphasis on those types of skills."

• Big private-equity firms increasingly are taking two different approaches as they strive to expand, with most following an “asset light” strategy.
• U.S. venture capitalists are racing to tap into China’s growing biotechnology prowess.
• Some of the U.S. banks that cut ties with a leading industry climate group have shifted how they talk about their climate efforts.
• Nespresso, purveyor of sophistication, wants to win over Gen Z coffee drinkers. It’s having to get more playful with its marketing to do so.

As legal rulings roll in on President Trump’s tariff policies, retail executives say they have shifted their supply chains and many price increases already have hit shelves. (WSJ)

U.S. stocks have mostly been buoyant through May, with the S&P 500 and the Nasdaq Composite both on track for the biggest monthly gains since November 2023. (WSJ)

The Trump administration on Thursday named counties and cities in more than 30 states, including New York City, Los Angeles, Chicago and Seattle, as sanctuary jurisdictions it could go after for not complying with federal immigration laws. (WSJ)

The WSJ CIO Journal Team is Steven Rosenbush, Isabelle Bousquette and Belle Lin.

The editor, Tom Loftus, can be reached at thomas.loftus@wsj.com.