#ai-industry
9 articles exploring ai-industry. Expert insights and analysis from our editorial team.
Articles
Stargate: Inside OpenAI's $100B Plan to Build AI Infrastructure
The Stargate Project is a $500 billion joint venture announced in January 2025 to build AI compute infrastructure across the United States—the largest private AI infrastructure commitment in history. Here's what's actually being built, who's paying, and what it means for the future of compute.
Cursor's Meteoric Rise: Inside the AI Editor Hitting $300M ARR
Cursor reached $300M ARR in April 2025—faster than any developer tool in history—by forking VS Code and building an AI-native IDE from the ground up. Here's what drove the growth and what it signals for the future of software development.
IBM Is Tripling Entry-Level Hiring Because AI Adoption Hit a Wall
IBM is tripling US entry-level hiring in 2026, not despite AI, but because of where it falls short. The move reveals a widening gap between AI's promise and its enterprise performance—and a talent pipeline risk most companies are ignoring.
OpenAI's For-Profit Pivot: What It Means for the Future of AI
OpenAI completed its restructuring into a public benefit corporation in October 2025, removing its 100x investor profit cap, dropping 'safely' from its mission statement, and raising $40B from SoftBank—a philosophical shift with lasting implications for AI governance, safety priorities, and competitive dynamics.
Every AI Assistant Is Becoming an Ad Platform
Major AI companies are pivoting to advertising revenue models, transforming chatbots from neutral tools into monetized platforms where every conversation is a potential sales opportunity.
AI Is Going to Kill App Subscriptions: The Future of Software Pricing
AI automation is fundamentally disrupting the SaaS subscription model by shifting value from software access to outcomes delivered. Usage-based, consumption, and outcome-based pricing models are emerging as the new standard for AI-powered software.
Why OpenAI Should Build Slack: The Case for AI-Native Collaboration
OpenAI should build a Slack competitor because AI-native collaboration tools that treat agents as first-class teammates will replace traditional chat platforms as the workplace evolves toward agentic AI workflows.
The AI Agent Marketplace: An Economy of Digital Workers Emerges
AI agent marketplaces are digital platforms where autonomous AI agents can be bought, sold, and composed into workflows. These platforms represent a fundamental shift from traditional software licensing to a dynamic economy of digital labor that could reshape enterprise automation.
Lovable's $7.5M Bet: Can AI Really Replace Software Engineers?
Lovable raised $7.5M in seed funding to build AI that engineers software end-to-end. While 'vibe engineering' tools can accelerate prototyping, they face fundamental limitations in handling complex production systems, security, and maintenance at scale.