The archive · Page 3 of 3
The money, power, and labor decisions reshaping who controls AI infrastructure, who pays for it, and which incumbents the buildout dislodges or entrenches over the next decade.
49–58 of 58 articles · Newest first
OpenAI's $4B Deployment Company and Tomoro acquisition move it from API sales into enterprise implementation, forcing buyers to choose between captive and neutral integration.
Anthropic's $1.5B joint venture with Blackstone, Goldman Sachs, and Hellman & Friedman bypasses CIO procurement by using PE ownership to mandate Claude deployment across.
OpenAI offered two months of free Codex to Claude switchers. Anthropic lifted weekly quotas 50% through July 13. Teams must weigh switching costs against vendor lock-in.
Microsoft and OpenAI ended their exclusive compute deal on April 27. Azure loses model exclusivity, so enterprise buyers on Azure for OpenAI access must reassess procurement.
Anthropic ends bundled-token enterprise plans in March 2026 for a $20 base plus metered API usage. FinOps teams must model costs around token variance, not fixed seat math.
OpenAI's October 2025 conversion to a public benefit corporation scrapped the 100x profit cap and dropped 'safely' from its mission. What the nonprofit still controls.
Cursor hit $300M ARR in April 2025 by forking VS Code and baking AI into the editor's core. By June 2026 it was at $4B annualized and agreed to a $60B SpaceX acquisition. Here's how it happened and what it signals.
OpenAI's Stargate is a $500B joint venture to build U.S. AI data centers. Here's what's being built, who's paying, and what it means for compute markets.
NautilusTrader pairs Python strategy logic with a Rust-native engine, offering deterministic backtesting, sub-microsecond latency, and live deployment across asset classes.
AI product management is shifting from written specifications to curated datasets and evaluation harnesses. Here is what changes when your data is your PRD.