… As both OpenAI and Anthropic stand on the threshold of becoming public companies , we’re eager for a peek at the legs supporting their businesses. It’s especially unclear what impact Anthropic’s latest battle with the U.S. government will have on its business. …
… Underpinning all of this were good business fundamentals, including “consistent year over year growth, not just one spurt,” he said. The final lesson Robbins learned was that, especially for a non-AI business, VCs want to hear a big dream. …
… The partnership also comes as IBM looks to accelerate growth in its AI business after lowering its 2026 revenue forecast last month following weaker-than-expected quarterly results. During its last earnings call, Chief Executive Arvind Krishna maintained that AI remains a long-term growth driver. …
A new report from the U.K.’s Imperial College and France’s Emlyon Business School has mapped out the ways Silicon Valley’s VC-backed founders commit fraud — and the role investors play. …
… Businesses are willing to flop back and forth as each lab releases new models, volatility that should give both companies’ investors pause about how “sticky” enterprise AI spending really is. “GPT-5.6 Sol is really good, increasingly the choice for developers,” Kharazian posted on X about OpenAI’s … …
… The company approached $100 million in annual recurring revenue last year with 120% year-over-year growth,and expects to accelerate growth this year, Hartley said. …
… Wiz, Rajic’s previous employer, was acquired by Google for $32 billion this year in the tech giant’s largest-ever acquisition. “Denise has led our revenue organization through a formative period for the business and has worked tirelessly to get the team to where it is today,” Brockman wrote. “The w… …
… That compares to $1.83 billion in spending in H1 2025 — a jump that suggests the industry is shifting its focus from pure growth toward monetization. That said, both download and spend growth rates have decelerated, an indicator that the market may be maturing even as absolute numbers climb. …
… That’s a big milestone and fast quarter-over-quarter growth that would put it in an advantageous position relative to its chief competitor, OpenAI. …
… Anthropic has been in tight competition with OpenAI for fundraising and user growth in advance of their respective IPOs. …