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73% of New Enterprise AI Spend: Not OpenAI
LATEST ISSUE

73% of New Enterprise AI Spend: Not OpenAI

New data reveals a significant shift in enterprise AI spending, with Anthropic capturing the lion's share. This signals a new competitive dynamic.

· 13 min read
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ALL VC BRIEF ISSUES

Anduril’s $20B Army Contract vs. Nvidia’s Muted Growth

The market is shifting rapidly beyond pure software to tangible, defensible assets in robotics and defense tech, exemplified by Anduril's $20 billion Army contract and Zipline's drone delivery dominance. Meanwhile, Nvidia's AI growth gets a subdued...

Mar 26 · 10 min read

Anthropic vs. Pentagon: AI Nationalization Risk

Palantir CEO Alex Karp warns: "If AI companies don't make common cause with the defense establishment, nationalization becomes the politically obvious move." The zero-sum AI race pits tech against the state.

Mar 19 · 13 min read

The $200M Moral Stand: Anthropic’s Pentagon Split & SaaStr’s 1.5-Person Sales Team

Anthropic's refusal of military AI use costs it a $200M contract, highlighting the chasm between tech ethics and national interest. Meanwhile, 1.5 humans and 20 AI agents generated $4.8M in pipeline, and the US lags in AI adoption due to trust...

Mar 12 · 8 min read

White-Collar Reckoning & $20B Wipeout

The AI tsunami moves from AGI hype to agentic reality, causing a $20 billion market wipeout in cybersecurity and predicting universal basic income within two years. Are you ready for the white-collar reckoning?

Mar 5 · 8 min read

AI Agents: Shipping Code, Not Ready for Mainstream

AI is augmenting, not automating, engineers, allowing them to ship 10-30 pull requests daily. This shift leads to a resurgence of "dumb apps" and new investment strategies, but open-source agents struggle with mainstream adoption due to complexity.

Feb 26 · 8 min read

Klarna Cut 7,000 to 3,000 Staff Using AI, SaaS Multiples Keep Falling

Mike Cannon Brooks reveals Atlassian's 1000x AI cost reduction while Klarna slashes workforce by 4,000 using AI. Undifferentiated SaaS valuations face severe pressure, potentially plummeting to utility-like 1-2x multiples. Is your portfolio optimized?

Feb 19 · 12 min read

The IPO Is Back. The Model Moat Is Not.

Navigate the end of 'stay private forever,' the rise of GTM engineers, and why Andreessen thinks open source could eat the proprietary model market.

Feb 12 · 13 min read

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