Obsidian's Bet on the Agent Leash
How a $1.1 billion valuation for AI agent security reveals the control problem enterprises created the moment they let software act on its own.
Topic
Enterprise
How large organisations actually buy and deploy AI — procurement, pilot failure rates, vendor consolidation and what reaches the P&L.
Stripe's $7.5B OpenRouter Bet
How the payments giant's largest-ever acquisition signals that the money in AI is migrating from the models to the meter that counts them.
Wall Street Steals Tech's Crown
How New York overtook the Bay Area as the biggest US tech-talent market — and why finance, not AI, did the stealing.
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.
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.
OpenAI's Two-Speed Pricing
How OpenAI cut model prices and raised subscription prices in the same fortnight — and what the split reveals about its road to an IPO.
L&T's $1.57 Billion Nvidia AI Factory
How a $1.57 billion order to build India's largest Nvidia AI factory turns a storied engineering conglomerate into an AI landlord — and pushes the compute buildout beyond America's borders.
IBM's OpenAI Partnership: The Real Prize
How IBM's alliance with OpenAI turns the consultancy into a distribution channel for frontier models — and reveals where the enterprise AI money actually goes.