Analysis: Anthropic and OpenAI on One Page
AIBW analysis: quarterly revenue, annualized run rate and valuation measure different things.
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.
Expert 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.
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 IPO.
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.
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.
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.
Editorial: Parliament Should Legislate, Not ‘Consider’
UK committee chair Liam Byrne’s rebuke of officials is the right standard.
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.
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.