Jensen Huang resigned as CEO of Nvidia after investing $61b of cash into AI startups, $42b into M&A & extending $165b in lease & cloud guarantees. If the Central Bank of AI tightens policy, the AI economy slows.
Read moreThe top three layers of the AI stack capture 92% of gross margin before depreciation. As compute prices rise toward $25 to $40 per watt, application ROI & …
Efficiency changes earnings. Reimagining work changes the multiple. KC, Chief People Officer at OpenAI, on agent managers, the harness as an exoskeleton, & why …
With AI demand outpacing supply & domestic grid growth slowing, the US will soon consume more tokens than it produces. A basic model puts the switch to a net …
The cost of an autonomous corporate break-in has fallen 99% in five months to $90. As attackers run expected-value calculations on AI compute, CISOs must …
The ceiling for AI in 2027 : about 80gw. That number doesn't mean much to most people, but it's the upper bound on how fast AI can grow & how much revenue it …
Anthropic's S-1/A reveals $17.0b of Q3 2026 revenue, $5.0b of short-term burst compute at $7 to $13 per GPU-hour, & $895.4b of total compute commitments.
AI has four layers : the application, the harness & context layer, the model, & the data center. Each faces a critical question about its future, & a shift at …
Two CEOs now project $1t in revenue. Cloud growth is accelerating at $30b to $50b a quarter, but AI is eroding the legacy search & ad businesses that pay for …
Arvind KC, Chief People Officer at OpenAI, on why efficiency is the wrong framing for AI, how companies democratize intelligence by amplifying their most …
Security looks like the third AI market after coding & customer support. Attacks on banks, certificate authorities & open source libraries have never been …
Analyze Anthropic's S-1: $4.6B revenue growing 11.9-fold, a derived 40% gross margin, $974M operating profit in Q2, & $637B of compute commitments against $1T+ …
Major build-outs run in two phases, per Carlota Perez: the infrastructure, and then the applications that pay for it. The internet took seven years to close the …
Granola's VP of Sales on why AI-era teams run smaller & quotas run bigger : eight-figure deals in two weeks, quarterly comp plans, & a sales pod that splits by …
Yesterday brought significant data to assess precisely the health of inference business models, & the data suggests they are quite healthy, even before the …
Anthropic is the smallest & fastest-growing of the four clouds. At $1.5t to $2t, it would be valued equally to a standalone GCP.
Five frontier models now tie on intelligence within five points while their cost per unit spans 3.8x. Google's own silicon explains the gap, & every other lab …
Every year we run an AI survey. Four results surprised us : security became the top pain with the weakest tooling, builders route queries on cost but not on …
Bardia Shahali, VP of Sales at Granola, on how AI-era sales teams run smaller, ramp faster, and change who you hire and how you compensate reps.
AI models have commoditized as prices fall 41% while tokens surge 50%. The winning strategy is partnering, owning the interface, & harvesting routing data.
Vercel's COO on how the company actually built an inbound sales agent: a 125-line prompt written by the top SDR, six weeks of human QA, & the moment the prompt …
AI inference will pass the $161b database market on its way to ~$350b in 2027, mutating every application into an inference reseller & upending classic software …
Vibe-coding is growing software in parallel petri dishes. State machines and formal verification design it. In this new era, we'll need both.
Tokenized real-world assets are compounding at 53% a month, more than twice as fast as Anthropic. Stocks & commodities now trade on blockchains 24/7, powered by …
Anthropic & OpenAI both re-rated their run rates in 2026 by segmenting : a mandatory enterprise repricing against an 80% price cut on the cheapest tier.