Insights

Who do you love more—Anthropic or the Pentagon? AI labs are forcing tough choices. Plus: $840B OpenAI, $159B Stripe, and more.

AI labs step into reporting season. OpenAI locks in enterprise. Anthropic defines limits.

AI labs may be winning investor sentiment. Consumer sentiment is still a fight.

A reset on space-based AI compute and the companies emerging beyond the SaaS downturn.

Enterprise AI adoption under the microscope, OpenAI’s next mega-round, and why timing — even cosmic — suddenly matters.

Hyping “rising AI compute costs” is easy. Measuring AI compute efficiency is harder.

AI labs push into agentic shopping and healthcare as adoption data shifts. Prediction markets gain traction, IPO filings pick up, and funding is hot.

Big Tech opts for open relationships with AI labs, OpenAI sets an $850B goal, politics moves into tech — and the year ends with major rounds.

Space data centers become Christmas-party lore, grid storage breaks records, SpaceX jumps in valuation, and OpenAI user growth cools

The AI race hits a reality check as Anthropic challenges OpenAI, Databricks grows through margin pressure, and SaaS proves it’s far from dead.

New models dominated the week, reshaping the OpenAI–Anthropic–Google conversation as we wait for December secondary price updates.