11 reports · newest first
Borrowing Palantir's forward-deployed playbook, OpenAI acquires an applied-AI consultancy to close the enterprise integration gap.
Run-rate revenue rockets past $47B as the Claude maker eclipses OpenAI on paper, powered in part by a $2.5B Claude Code business.
Amazon, Nvidia, SoftBank, Microsoft, a16z, and sovereign vehicles anchor a financing that dwarfs anything in venture history.
The search disruptor scraps advertising entirely, betting user trust and usage-based enterprise pricing beat the ad model it once courted.
AI & Frontier Models
The Amazon founder backs a new lab aiming for an 'artificial general engineer' for aerospace, semiconductors, and heavy industry, starting with $6.2B.
AI & Frontier Models
The Claude maker's valuation and revenue accelerate as enterprise adoption and its Claude Code agent drive one of the steepest growth curves in software.
AI & Frontier Models
The generative-AI trade goes from thesis to dominant allocation, and non-AI startups find themselves competing for a shrinking pool.
The e-commerce giant finalizes its investment and names Anthropic a key AWS partner, mirroring the Microsoft-OpenAI playbook.
AI & Frontier Models
The board ousts its CEO on a Friday; by Wednesday he is back and most of the directors are gone, after nearly the entire staff threatens to quit.
The multiyear investment values OpenAI near $29B and wires its models into Azure and the entire Microsoft product stack.
A 'low-key research preview' becomes the fastest-growing consumer app in history and resets the entire venture agenda around generative AI.