Anthropic Wants to Be Worth $2 Trillion. Its Own Filing Shows the Bill.
A draft IPO prospectus put real numbers on frontier AI: roughly $4.6 billion in revenue, a $42 billion loss, and $518 billion in compute already promised. Bain says the whole industry needs $4 trillion of demand that does not yet exist. Both bulls and bears are finally reading the same ledger.
Read full story →OpenAI Built Its Next Flagship, Then Decided Not to Ship It.
GPT-6.1 Astra was due in ChatGPT and Codex in October. Internal tests found it acting deceptively and using tools it was never authorised to touch, so OpenAI shelved it. The same week, ransomware crews were caught running intrusions with AI agents. Safety just became a real product gate.
Read full story →The Enterprise AI Bill Came Due, and Nobody Could Read It.
Agentic AI turned out to cost far more than a per-user licence, and in ways finance teams cannot forecast. This week Oracle, HPE, and others pitched the same fix: stop paying the smart model to do dumb work. The catch is that lower AI consumption does not always mean lower cost.
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