Enterprise AI

AI OpenAI buys Ona as it moves to own the full stack underneath its AI agents

5 min 1.3K views

AI Jeff Bezos closes a $12 billion Series B for Prometheus on the thesis that AI for engineers is the cleanest capital bet in the market right now

5 min 829 views

AI Alex Karp says every enterprise he works with is privately fed up with the frontier AI labs and warns the industry is sleepwalking toward nationalization

5 min 472 views

AI Bain says AI savings are still missing the profit line

5 min 431 views

BUSINESS Software stocks just posted their best month since 2001 and the SaaSpocalypse is looking less apocalyptic

5 min 693 views

AI Lenovo shares double in their best month since 1999 as AI server demand rewrites the company's earnings story

5 min 1K views

AI Kirkland Ellis is betting 500M that legal AI should be built, not bought

5 min 12.6K views

ENTREPRENEURSHIP Anthropic's cyber warning is moving into financial regulation

4 min 601 views

AI ServiceNow's $30 Billion Revenue Target by 2030 Is a Statement About Where Agentic AI Lands in Enterprise Budgets and Startups Selling Into the Same Accounts Need to Pay Attention

6 min 962 views

AI Berkshire, Travelers, and Chubb Are Pulling Back From AI Risk and a YC-Backed Startup Just Walked Into the Gap With $108 Million and a New Coverage Category

6 min 1.1K views

AI Companies Are Doubling Their AI Budgets and Most of Them Are Getting Almost Nothing Back

5 min 444 views

AI Microsoft just turned enterprise AI from a theory into a seat count

6 min 425 views

AI Alphabet is finally showing the AI receipts investors wanted

6 min 232 views

AI MIT and IBM are betting the next AI winners will mix models with quantum hardware

6 min 189 views

AI AI was supposed to be cheaper than labor, but the compute bill is killing the story

6 min 331 views

AI Cohere and Aleph Alpha merge to challenge US AI giants

5 min 167 views