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Analysis May 22, 2026

OpenAI Files for IPO, Anthropic Posts First Profit — and Washington Steps Aside

OpenAI targets a September IPO at $850B+. Anthropic projects its first profit. Trump pulls an AI oversight order. The industry just leveled up.

Analysis Mar 14, 2026

'What Will Our Kids Do?' Wall Street's Biggest AI Conference Grapples With the Unemployment Question

At Morgan Stanley's TMT Conference, the dominant question wasn't about returns - it was whether there will be any jobs left. A survey of 1,000 executives reveals workforce reductions are already underway.

Analysis Feb 6, 2026

Eleven Open-Source Plugins Just Wiped $285 Billion Off the Software Industry

Anthropic released free plugins for Claude Cowork that automate legal, sales, and marketing work. Wall Street panicked. The SaaSpocalypse debate is just getting started.

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