Anthropic’s $9B run rate resets the bar for AI revenue growth
What Changed and Why It Matters Anthropic has crossed a $9B revenue run rate by the end of 2025. Multiple investor notes and reports corroborate the figure and the ramp…
Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company…
China’s AI Frenzy a Year After DeepSeek: Lessons for Builders
What Changed and Why It Matters DeepSeek ignited a global recalibration. Not just about benchmarks — about economics, geopolitics, and distribution. It triggered market whiplash, a flood of commentary, and…