AI Patent Valuation Models Aim to Replace the Expert Appraiser
A new framework decomposes patent value into per-feature Shapley credits, but courts have not ruled on whether model output replaces expert testimony in damages and M&A.
The archive · Page 3 of 3
Industry & Business
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.
The archive
49–66 of 66 articles · Newest first
EPA eGRID data needs facility load for a data center carbon audit
EPA eGRID data needs facility load for a data center carbon audit.
MiniMax M3 Bundles 1M Context and Native Multimodal Into One Open-Weight Model
MiniMax M3 bundles 1M context, multimodality, and frontier coding in one open-weight model at a tenth of Claude Opus 4.8. Open weights and license terms remain unconfirmed.
Morningstar's $780B SpaceX Mark Undercuts the IPO Target by Half
Morningstar's DCF pegs SpaceX at $780 billion, $970 billion below the IPO target, revealing how insider-priced private marks diverge from independent valuation.
HuggingFace's $100M Series C Bets Open-Source AI Can Outlast Per-Token Pricing Wars
HuggingFace's $100M Series C funds an open-weights infrastructure stack designed to let enterprises avoid escalating per-token API costs from closed-model providers.
Bret Taylor's Sierra Raises $950M at $15B, Claims 40% of Fortune 50 Use Its Agents
Sierra's $950M Series E at $15B values a company charging per resolved interaction, directly threatening Salesforce, Zendesk, and ServiceNow seat-based revenue.
Sierra Raises $950M at $15B, Locking 40% of the Fortune 50 Into Its Agent Platform Before the Labs Go Direct
Sierra closed a $950M round led by Tiger Global and GV on May 4, 2026, hitting $15B post-money and 40%+ Fortune 50 penetration as OpenAI and Anthropic entered the same.
PayPal's $1.5B AI Overhaul Cuts 4,760 Jobs and Reframes Layoffs as Capex
PayPal bundled 4,760 layoffs with its $1.5B AI savings plan, leaving sell-side analysts unable to model the labor-vs-capex split until segment reporting arrives in 2027.
OpenAI's $4B Deployment Company Buys Tomoro and Signs 19 Partners to Own Implementation
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 Goldman Sachs and Blackstone Sends Claude Into PE Portfolio Companies
Anthropic's $1.5B joint venture with Blackstone, Goldman Sachs and Hellman & Friedman replaces CIO procurement with PE ownership as the distribution channel.
OpenAI Offers Two Months of Free Codex to Enterprises Switching From Claude Within 30 Days
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 End Their Exclusive Revenue-Sharing Deal: What It Means for Azure's AI Moat
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.
Claude Enterprise pricing: seats, usage, and contract terms
Claude Enterprise combines a seat charge with model usage billed at API rates.
OpenAI's PBC: reading the nonprofit control safeguards
OpenAI's recapitalization records separate nonprofit control, investor economics, and commercial commitments.
Cursor: evaluating AI coding workflows and costs
A useful Cursor trial compares accepted changes, review effort, data handling, and the cost of the configured workflow.
OpenAI Stargate: operating capacity and announced plans
Stargate combines operating AI infrastructure with a much larger pipeline of announced sites and planned capacity.
NautilusTrader 2.x backtests need a separate live deployment plan
NautilusTrader 2.x backtests need a separate live deployment plan. Shared strategy code does not establish that a venue will accept an order, that a connection will recover cleanly, or that a strategy will make money.
Data IS Your PRD: Andrew Ng's Framework for AI Product Management
AI product management is shifting from written specifications to curated datasets and evaluation harnesses. Here is what changes when your data is your PRD.
