6 days ago
AI Labs Ditch Models for Consultants as SaaS Market Loses $Billions in Value
TLDR: OpenAI raised $4B to launch a consulting firm competing directly with Deloitte, PwC, and Ernst & Young Anthropic countered w...
1 week ago
The Compute Cartel: How Microsoft, Amazon, and Google Control Every Major AI Lab
TLDR: Amazon, Microsoft, and Google invest billions in AI labs, then collect that money back as locked-in cloud revenue. Within 16...
May 03, 2026
AI Boom Drives Founders Fund $6B Expansion into Concentrated Mega Bets
TLDR: Founders Fund has rapidly deployed into AI and defense with $600M average checks Capital concentration grows as sovereign fu...