Analysis: Anthropic and OpenAI on One Page
AIBW analysis: quarterly revenue, annualized run rate and valuation measure different things.
By AIBW Desk
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Expert Opinion: Accenture’s Marc Warner on Who Is Accountable When AI Goes Wrong
He says the business owner is accountable for value, the technologist for function and the CISO for security.
By AIBW Desk
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Get in TouchExpert Opinion: Wells Fargo’s Luis Alvarado and Freedom Capital’s Paul Meeks Split on CoreWeave
One says investors want more compensation for risk; the other calls the worry overdone.
By AIBW Desk
Expert Opinion: Holger Mueller on Anthropic’s Q3 Numbers
The Constellation Research analyst says the figure is 'circled by tons of questions' and may be about presentation before an…
By AIBW Desk
Expert Opinion: Retail Analyst Neil Saunders on Kroger’s AI Savings
He says the investment would take 'only cents' off an average basket and that some cuts would have happened anyway.
By AIBW Desk
Expert Opinion: Barclays Says Enterprise Hardware Strength Is About Memory Costs, Not AI
The downgrade of Dell, HPE and NetApp argues enterprise AI has not yet inflected.
By AIBW Desk
Editorial: Companies Cutting Jobs Should Say What They Will Build
Kroger and Netflix show restructurings that need clearer accounts of strategy and AI's role.
By AIBW Desk
Editorial: Parliament Should Legislate, Not ‘Consider’
UK committee chair Liam Byrne's rebuke of officials is the right standard.
By AIBW Desk
Editorial: Publish the Terms of AI Compute Debt
CoreWeave's near-15% bond yields show why investors need clearer disclosure of obligations behind AI backlogs.
By AIBW Desk
Editorial: Give Every Agent an Identity Before It Gets a Wallet
With agents getting email addresses, payment limits and credentials, identity controls cannot be optional.
By AIBW Desk
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