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.
49–72 of 72 articles · Newest first
Moonshot's Kimi K2.7 Code loses 11 of 12 benchmark cells to GPT-5.5 and Opus 4.8, leading on token efficiency and price, which pushes buyers to run their own evals.
Vercel's Turborepo ownership routes monorepo CI caching through its hosting by default. A $9.3B valuation intensifies incentives to keep that coupling in place.
Claude Fable 5 is free on subscription plans through June 22. From June 23 it draws usage credits at $10/$50 per million tokens. Here is what that means for team budgets.
OpenAI's 3M daily compensation queries push ChatGPT into salary benchmarking, but the model lacks the proprietary employer panels behind Radford and Mercer's moat.
Bending Spoons' F-1 shows $1.31B revenue and 95% retention across 50+ brands. Evernote's 24/100 churn score suggests the roll-up model harvests more than it compounds.
Vercel's shift from frontend hosting to agent infrastructure is backed by real products and a $9.3B valuation. Whether per-token billing beats per-seat SaaS remains unproven.
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.
EPA eGRID data needs facility load for a data center carbon audit.
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 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 funds an open-weights infrastructure stack designed to let enterprises avoid escalating per-token API costs from closed-model providers.
Sierra's $950M Series E at $15B values a company charging per resolved interaction, directly threatening Salesforce, Zendesk, and ServiceNow seat-based revenue.
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 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 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 replaces CIO procurement with PE ownership as the distribution channel.
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.
Claude Enterprise combines a seat charge with model usage billed at API rates.
OpenAI's recapitalization records separate nonprofit control, investor economics, and commercial commitments.
A useful Cursor trial compares accepted changes, review effort, data handling, and the cost of the configured workflow.
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. 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.
AI product management is shifting from written specifications to curated datasets and evaluation harnesses. Here is what changes when your data is your PRD.