query://industry
The money, the players, the moves behind the models.
query://industryJul 1, 2026 · 3 min read
Companies spent a year burning as many AI tokens as possible, treating consumption as progress. Now the bills are landing, and the pullback arrives right as OpenAI and Anthropic head for IPOs.
query://industryJun 22, 2026 · 3 min read
FERC ordered the six largest US grid operators to rewrite how data centers plug into the grid. It confirms what the AI buildout made obvious: the binding constraint moved from chips to electricity.
query://industryJun 16, 2026 · 3 min read
Anysphere's Cursor is raising about $2B at a $50B valuation, double its November mark. Revenue went from $100M to $2B in roughly a year. The growth is real. So is the question of what it's defending.
query://industryJun 13, 2026 · 3 min read
The Ramp AI Index shows more US businesses now pay for Claude than ChatGPT for the first time. A separate IDC survey tells a more cautious story. Both are right, because they measure different things.
query://industryJun 11, 2026 · 3 min read
SpaceX priced its IPO at $135 a share, raising about $75 billion at a $1.77 trillion valuation. The numbers behind the listing, what Starlink actually earns, and why the xAI merger changes the math.
query://industryJun 9, 2026 · 3 min read
Within a week of each other, Anthropic and OpenAI filed confidential S-1s. One is approaching profitability at a $965 billion valuation; the other projects a $14 billion loss. A side-by-side read.
query://industryJun 2, 2026 · 3 min read
ChatGPT reached 1 billion monthly active users, the fastest app to do it. But the growth-rate gap, and one quiet substitution statistic, says the chatbot market is finally becoming a real contest.