Writer Cuts the Prompt
How Writer's move to autonomous AI agents that act without being asked draws the battle line with Microsoft, Salesforce, and Amazon.
John Karpentar
Anthropic's IPO Gambit
How the Claude maker's march toward a public listing is forcing Wall Street to price a company on revenue it hasn't earned yet.
Google's Button for a Broken Bargain
How Google's new Preferred Sources button tries to patch the publisher economy its own AI search is dismantling.
Stripe's $7 Billion Bet on AI's Toll Booth
How Stripe's purchase of OpenRouter turns AI model routing into a payments-style infrastructure play.
Anthropic's Profit Test
How Anthropic's first operating profit reframes the debate over whether frontier AI can ever pay for itself—and why the definition of "profit" is doing heavy lifting.
Higgsfield's $5.4 Billion Enterprise Turn
How Higgsfield's $400 million raise and $700 million revenue run-rate signal that AI video has crossed from creator novelty into enterprise marketing infrastructure — and why the money is now chasing the application layer.
DeepSeek's Price Reversal
How the company that ignited the AI price war just raised its own prices by as much as 1,100% — and what that says about the real economics of cheap intelligence.
DeepSeek Ends the Price War
How the startup that made AI absurdly cheap is now raising prices, and what its retreat reveals about the real limits of low-cost intelligence.
Washington's $5 Billion AI Bet
How the Genesis Mission turns the U.S. government into one of the largest customers and backers of AI for science, and what it means for industry.
The AI IPO Race Splits in Two
How OpenAI and Anthropic filed for the public markets within a week of each other, offering Wall Street two opposite theories of how to build an AI company.