Category: Business Models

AI, Business Models, sociologyLeave a comment

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_AILeave a comment

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

AI, Business Models, Canada, EU

The EU is attempting to decapitalise its 80%+ dependency on non-EU digital infrastructure by regulating procurement, incentivising domestic production, and legislating cloud sovereignty criteria.

Colin Henderson

Re from today’s briefing : Why it matters: ⚑ This is a structural break, not an incremental policy. The EU is attempting to decapitalise its 80%+ dependency on non-EU digital infrastructure by regulating procurement, incentivising domestic production, and legislating cloud sovereignty criteria. At the same time, Brussels is acknowledging it is in a three-way technology contest with the US and China. Long-term implications for US hyperscalers (AWS, Azure, Google Cloud) operating in Europe are significant. Renew Europe bloc called it “a step when we needed a leap” — the debate over how binding the measures will be is just beginning.” … Continue reading The EU is attempting to decapitalise its 80%+ dependency on non-EU digital infrastructure by regulating procurement, incentivising domestic production, and legislating cloud sovereignty criteria.

AI, Business Models, Frontier_AI, Growth

Brookfield Bets on AI at Scale Never Tested Before in $50 Billion Push

Colin Henderson

 Summarize ​ By Dawn Lim and Layan Odeh June 3, 2026 at 10:10 AM EDTThe 1,400-acre construction site for Project Jupiter, an AI data center under development, New Mexico, in November 2025.Source: NYTNS Bloom Energy Corp. struggled for years to convince investors its fuel cells were a practical alternative to cheaper sources of electricity. Then Brookfield Asset Management Ltd. came along right as the AI boom ramped up. The investment manager pledged up to $5 billionlate last year to deploy Bloom’s devices at data centers that need energy to run AI models. It was the first wager for Brookfield’s new artificial intelligence fund — a piece of … Continue reading Brookfield Bets on AI at Scale Never Tested Before in $50 Billion Push

AI, Business Models, Economy

Analysis of Tony Blair essay on policy and business operating framework

Colin Henderson

The Labour Party Is Playing With Fire Over Its Future and the Future of the Country This new essay from Tony Blair is aimed at the British Labour party, however politics aside there is much to consider as the world and business wrestles with the industrial and business revolution from AI and the associated political and economic framework within which they operate. The full essay follows the analysis.. Summary Assessment Blair’s essay is analytically useful not for its British political context but for its structural framing. The core intellectual contribution is the elevation of AI governance from a technology policy … Continue reading Analysis of Tony Blair essay on policy and business operating framework