OpenAI and Anthropic have started to acquire AI services companies. No terms have been announced. This week we used public data (and just a little bit of gossip) to fill in the blanks in Open AI’s first DeployCo acquisition.
Palantir's only Elite partner now works for OpenAI
Northslope had Palantir's blessing, Palantir money on its cap table, and a 7x growth year. And then it sold to OpenAI. We think there's more to the story than FDE talent landgrab angle.
Building a $1.7b AI Training giant: Multiverse, Stackfuel and what comes next
Government incentives have powered the rise of AI training giants like Multiverse. But can subsidy-driven growth ever produce a true winner in a fragmented market?
Palantir's only Elite partner now works for OpenAI
Northslope had Palantir's blessing, Palantir money on its cap table, and a 7x growth year. And then it sold to OpenAI. We think there's more to the story than FDE talent landgrab angle.
Accenture’s free-fall and the AI consulting paradox
The IT consulting behemoth’s share price is down 52% since the beginning of the year while AI native services businesses are raising money on unprecedented terms. We try to make sense of the disconnect and predict what’s to come.
