enterprise AI
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AI Is Paying Off. Storage Is About to Decide Who Can Keep Up.
Seagate’s 2,712-executive survey: 86% report AI ROI, 99% expect storage demand to rise, only 38% are ready. The constraint moved from models to supply chain. Continue reading
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Why the AI Giants Are Suddenly Chasing Law Firms
Anthropic, OpenAI and Google all launched legal products within seven months. Six reasons the frontier labs converged on one vertical, and what is unresolved. Continue reading
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Nine Companies Are Deploying AI. Eight Saw Margins Rise. Coincidence?
Uber blew its AI coding budget in four months — and grew operating income 30%. Nine companies, one year of SEC filings, one question the numbers cannot close. Continue reading
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How Anthropic Passed OpenAI: A $965 Billion Bet, a Personal Feud, and Two Theories of AI
In May 2026, Anthropic disclosed a $65 billion Series H at a $965 billion valuation, surpassing OpenAI to become the highest-valued private AI company in the world. Continue reading
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How a Five-Year-Old AI Lab Became Wall Street’s Partner, the Pentagon’s Adversary, and Washington’s Test Case
In ninety days, Anthropic released a model too dangerous to publish, sued the U.S. government over a Pentagon ban, and signed a $1.5 billion deal with Wall Street. Continue reading