AI
Anthropic is spending $1.25 billion per month on compute just to stay in the game. Five hyperscalers will spend $690 billion on AI infrastructure this year. The companies that own the physical layer will control AI. Everyone else will rent access.
AI
Meta launched its Business Agent globally today. Large businesses pay by the token. The monetization story is clean. The accountability story is not.
AI
The same AI notetaker that creates risk in your boardroom creates extraordinary value on your sales floor. The difference is context — and the value is concentrating in exactly the place everyone is ignoring.
AI
The same AI notetaker that creates risk in your boardroom creates extraordinary value on your sales floor. The difference is context — and the value is concentrating in exactly the place everyone is ignoring.