Analysis: Reading Anthropic’s Numbers – Run Rate, Revenue and Loss
AIBW analysis: three figures that look inconsistent actually measure different things.
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.
Expert 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.
Expert Opinion: Oxford Economics Says Many ‘AI Layoffs’ Reflect Past Overhiring
The analysts’ finding challenges executives’ framing of 2026 job cuts.
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 growth for a decade.
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.
Editorial: Enterprise Buyers Should Ask for Outcome-Based Pricing
Salesforce’s decision to charge only for resolved issues should become a standard buyer demand.
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.
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.
Editorial: Define ARR or Do Not Quote It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.