Analysis: Reading Anthropic’s Numbers – Run Rate, Revenue and Loss
AIBW analysis: three figures that look inconsistent actually measure different things.
By AIBW Desk
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Expert Opinion: Strategist Dhaval Joshi Sees a ‘Rolling Sequence of Bubbles’
Fortune reports his view that software, silver and chipmakers each inflated and popped in turn.
By AIBW Desk
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Get in TouchExpert Opinion: Peterson Institute Puts AI’s Share of U.S. Growth at a Fifth to a Third
Euronews cites estimates that AI investment contributes 0.45 to 0.97 percentage points of 2026 growth.
By AIBW Desk
Expert Opinion: Oxford Economics Says Many ‘AI Layoffs’ Reflect Past Overhiring
The analysts' finding challenges executives' framing of 2026 job cuts.
By AIBW Desk
Expert Opinion: Stanford Economists See a Nearly $1 Trillion Gap Between AI Spending and Revenue
Axios reports an analysis that finds hyperscalers would need to triple or quadruple AI revenue next year and sustain similar…
By AIBW Desk
Expert Opinion: Wells Fargo’s Ohsung Kwon Calls AI Capex a ‘Euphoric’ Bubble and Says Own It
Fortune reports the analyst's May argument: 'Don't fight the tape,' with named risks that would end the trade.
By AIBW Desk
Editorial: Enterprise Buyers Should Ask for Outcome-Based Pricing
Salesforce's decision to charge only for resolved issues should become a standard buyer demand.
By AIBW Desk
Editorial: Labs Should Disclose Agent Incidents in Days, Not Months
A false police tip that went undetected for two months illustrates why prompt reporting matters.
By AIBW Desk
Editorial: Say Plainly When AI Is Behind a Layoff, and When It Is Not
The AIBW editorial board urges employers to be specific about the role of AI in job cuts.
By AIBW Desk
Editorial: Define ARR or Do Not Quote It
The AIBW editorial board calls for AI companies and investors to state what their recurring revenue figures include.
By AIBW Desk
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