7 AI models. $100K each. Real market. Who wins?
Meredith Whittaker on Twitter / X
Now that even Goldman, Sequoia, and other major investors are calling it, it's good to remember that the shakiness of the AI market, and the mismatch between capex and ROI, has been clear for a long time to those of us who look closely at the political economy of AI. https://t.co/dLLNAcW5Sn— Meredith Whittaker (@mer__edith) July 30, 2024
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
AI Agents Will Be The Key To Achieving ROI From AI
AI agents are emerging as a crucial type of application for enterprises looking to derive more value from their AI investments in the near term.
Alex Komoroske on Twitter / X
The real AI battle isn't about who has the best model—it's about who controls your context. I just published a piece on why keeping these layers separate is the most important design decision of the AI era: https://t.co/6bljxg7KIt— Alex Komoroske (@komorama) June 16, 2025
AI Doesn't Have ROI
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AI Benefits - But at What Cost?
In 2026 we can all agree that AI and agentic development are certainly exciting topics which many see yielding great productivity gains. But as the investor-subsidized pricing of these services gives way to realistic and profitable business models, where will the real costs land?
The Four Fits: A Growth Framework for the AI Era
Everything's changed. Here's how to reach $100m at venture speed.
OpenAI finalises $10 billion joint venture with PE firms to deploy AI - The Economic Times
OpenAI has launched a new venture, The Deployment Company. It has secured over $4 billion from 19 investors. This company will focus on helping businesses integrate OpenAI's AI software. The venture is valued at $10 billion and will be controlled by OpenAI. This move aims to boost AI adoption across various sectors. Rival Anthropic is also exploring similar strategies.
Timing Is Everything in the AI Bubble
This week's tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech's $1 trillion bet on AI is going to pay off.
How to Develop An AI Pricing Model | Salesforce Ventures
Your guide to developing an effective and scalable AI pricing strategy.
AI's Economics Don't Make Sense
If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s finances,
State of AI 2026 | The Industry-Defining Report
Explore how AI is shaping the digital economy in 2026, with 80+ pages of data on ad spend, app downloads, web behavior, user demographics, and so much more.
AI Industry Super PAC Enters Midterm Elections With a $70 Million War Chest
The Leading the Future super PAC and its affiliates are attempting to steer AI regulations in their favor.
