Exploring how the inability of current AI models to learn continually could reshape the trillion-dollar enterprise AI sector by 2028.
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AI Governance
146 posts
Stenvrik: News as Geography
Thorsten Meyer AI detailed Stenvrik, a closed-beta news product mapping about 1,700 live stories to 49 city hubs.
The 27% Problem: Why Google Wrote a $750M Check to Catch Anthropic
Google invests $750 million to boost enterprise AI dominance, aiming to surpass Anthropic’s 40% market share amid shifting industry dynamics.
The Earnings Call Gap: What Q1 2026 Just Told Us About AI ROI
Analysis of Q1 2026 earnings shows a widening divide between AI investment claims and actual financial returns, impacting stock reactions and investor confidence.
The European Bet: How Mistral, Aleph Alpha, and Black Forest Labs Are Playing a Different Game
European AI firms Mistral, Aleph Alpha, and Black Forest Labs are positioning for the EU AI Act, emphasizing compliance and sovereignty over frontier capabilities.
The 2028 Model Lab Endgame: How Six Becomes Two, Three, or Twelve
Forecasts for 2028 suggest the Western AI frontier could consolidate to two, three, or twelve dominant labs, with significant strategic and economic implications.
CTOs Are Escaping
Senior CTOs and technical leaders are shifting from traditional enterprise software roles to hands-on positions at Anthropic, signaling a shift in tech power and influence.
Pentagon AI Goes Explicit: The Frontier Labs Move Inside the Classified Stack
The Pentagon has announced agreements with major AI firms to embed advanced AI models into classified networks, signaling a shift toward AI-first military operations.
AI-Washed: When ‘Productivity’ Becomes the Press Release for Cuts You Couldn’t Justify
Tech giants claim AI drives layoffs, but data shows most cuts are unrelated to AI capabilities. Here’s what is confirmed and what remains uncertain.
The Channel Move: Anthropic, Wall Street, and the Acquisition of the Real Economy
Anthropic, Blackstone, and other PE firms launch a $1.5 billion joint venture to embed AI into thousands of portfolio companies, reshaping enterprise AI deployment.