Archive - AI: Show Me the P&L

Anthropic's S-1 Is a Memo to Every Company

The market is reading the Anthropic prospectus to decide whether Anthropic wins. Read from the operating side of the table, it is really about three…

Oct 4 • Farrah Lakhani

Ode to the Implementation Gap

This week, Anthropic, Blackstone, and Hellman and Friedman launched Ode with Anthropic, a standalone enterprise AI services company backed by Goldman…

Oct 4 • Farrah Lakhani

The Billion Dollar Blind Spot

By now you have probably seen the Medvi story.

Oct 4 • Farrah Lakhani

The Revenue Segment that Doubled

There is a part of every large revenue organization that is structurally unprofitable to serve with humans.

Oct 4 • Farrah Lakhani

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