Category: Business Models

AI_research, Business Models, transformationLeave a comment

Inside Software: The AI Refactor: A CEO’s Plan for a Software Company

Colin Henderson

September 20, 2026 Every other week we’ll provide updates on the latest value levers and trends operators are asking us about in Technology and Software. If there are things you want to hear more about – shoot us a note. We have spent the past year taking apart the software company.‌ We wrote about how to build an AI product that stays differentiated, how to monetize AI, how to use M&A to move faster, how to redesign the SDLC, how Customer Success needs to change, and how to manage cloud and token costs.‌ We also wrote about how all of this ultimately shows up in valuation and the Rule of 40.‌ Each … Continue reading Inside Software: The AI Refactor: A CEO’s Plan for a Software Company

Business Models, Economics, Growth, research, Social_evolutionLeave a comment

The wrong prescription for liberal democracy’s ills

Colin Henderson

Nobel Prize-winning economist Daron Acemoglu’s call for a ‘working-class liberalism’ fails to address the underlying cause of liberal democracy’s woes: a lack of productivity. ~MARC LEVINSON SEPTEMBER 25, 2026~ Empty highway in the direction of Munich on a car-free Sunday during the oil crisis. What Happened to Liberal Democracy? Remaking a Politics of Shared Prosperity, Daron Acemoglu, Profile Books, £25 With a congressional election looming in November, Sarah Longwell, an American political consultant who is a voice for Republican opponents of Donald Trump, recently offered some unwelcome advice. Those who hope to deprive the president of his congressional majority, she … Continue reading The wrong prescription for liberal democracy’s ills

AI, Business Models, Data-Framework, Development, Frontier_AILeave a comment

The Changing Architecture Of Coordination (reblog)

Colin Henderson

This series goes to the core of the problem with automation. The old expression “paving the cow path” springs to mind. The assumption that developers work is dissociated from Business Analysis is deeply flawed. The example of OpenAI agents hacking into Australia government’s sites is ho hum to the agent because programming doesn’t see any issue as it does its job. Worth following Franks site. ———————— Written by  Frank Diana in Our Emerging Future What the Industrial Organization Was Quietly Doing, and What Has to Replace It A three-part series CONTENTS Part One:   The Changing Economics of Coordination Part Two:   … Continue reading The Changing Architecture Of Coordination (reblog)

AI, Business Models, sociology

Ecosystems Revisited: The Pressure Behind The Shift

Colin Henderson

A woman’s mother has a fall. What begins as a medical event becomes, within a week, something considerably larger. There are appointments to arrange and a pharmacy to visit twice a month. Her own working hours change, which changes her income, which changes what she can comfortably cover this month. Transportation turns into a recurring problem rather than a one-time one. Her employer needs to know something about the situation, though not everything. Her insurer needs a different set of facts. The hospital needs a third. Meanwhile her son still has practice on Tuesdays and a school fee coming due. … Continue reading Ecosystems Revisited: The Pressure Behind The Shift

AI, Business Models, Disinformation, Frontier_AI

Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say

Colin Henderson

 Summarize ​ Echo WangAugust 14, 20268:12 PM EDTUpdated 13 hours ago Aug 14 (Reuters) – As Anthropic prepares for what could be one of the biggest IPOs on record, Wall Street is looking further into the future than it commonly does to put a price on the AI company, valuing it based on how much revenue it could generate two years from now. Anthropic is projecting 2028 revenue of roughly $190 billion to $200 billion, according to ‌two people familiar with the company’s financials, a figure that has not previously been reported. The projection dwarfs the $47 billion revenue “run rate,” reflecting … Continue reading Anthropic IPO valuation hinges on $190-200 billion 2028 revenue forecast, sources say

AI, Business Models, productivity

Millennium Partners With Anthropic to Develop AI Risk Analyst

Colin Henderson

 Summarize ​ By Liza Tetley and Nishant Kumar August 6, 2026 at 8:30 AM EDT Millennium Management is partnering with Anthropic PBC to build a risk analyst powered by artificial intelligence, as well as expand the use of the AI developer’s models across the hedge fund firm.  Engineers from the maker of AI model Claude will work alongside Millennium’s technology and risk management team to build the digital risk analyst, according to statements from the two companies on Thursday. The tool will help human risk managers make decisions and extract new risk insights across asset classes, the firms said. The partnership will also expand the testing … Continue reading Millennium Partners With Anthropic to Develop AI Risk Analyst

AI_factories, AI_research, Business Models

The Impending, Inescapable Deluge of A.I.

Colin Henderson

 Source NYT July 29, 2026 The milestones for artificial intelligence keep getting grander. In 2023, an A.I. system passed the bar exam. In 2025, the technology helped scientists identify a suspected cause of Alzheimer’s disease. In May, A.I. had advanced so far that it solved a complex math problem that had stumped experts for 80 years. Last week, two A.I. systems under testing went rogue and hacked into a company’s database. And this is still just the beginning. From the American Midwest to the Persian Gulf, hundreds of major data centers now under construction will be turned on in the coming years. They are … Continue reading The Impending, Inescapable Deluge of A.I.

AI, Business Models, US

Marx would love it

Colin Henderson

Michael Bloomberg pens a highly relevant and true danger in current US posture on AI. The more interesting given the direction is promoted by a right wing party. ————- Government-Owned AI Is a Terrible Idea ​ Summarize ​ Michael R. BloombergJuly 20, 2026 at 5:00 AM EDT Keep it in the people’s hands.Photographer: Oscar Wong/Moment RF In the push to regulate artificial intelligence, a dangerous idea is gaining ground in Washington: handing the government ownership stakes in the biggest AI companies. Both parties see immediate dollar signs. Neither is thinking longer-term. Somewhere, Karl Marx is smiling. It’s not surprising that Vermont’s … Continue reading Marx would love it

AI, Business Models, Chips

Challengers gain ground as chip market heats up

Colin Henderson

Challengers gain ground as chip market heats up THE NEWS Rising chip demand is boosting secondary players in the semiconductor industry. TSMC, the world’s biggest manufacturer, is at production capacity, and Samsung has seen a surge in customers: BYD and Google are both talking to the South Korean company. Samsung’s chips lag behind TSMC’s in manufacturing quality, but needs must, one executive told Nikkei. TSMC, Intel, and Samsung are the only chipmakers currently able to offer cutting-edge production at scale. Meanwhile, Google is looking to increase its slice of the AI chip design market, a sector that Nvidia had almost … Continue reading Challengers gain ground as chip market heats up