When Dario Amodei published his essay calling on frontier labs to pace their releases, the leaders of the largest competing labs endorsed it within a weekend, and Microsoft followed on Monday.In this…
Deloitte research shows 85% of enterprises are working on agentic AI use cases, yet only 5% have put one into production that delivers meaningful ROI. In this episode of the AI to ROI Big Story, Ray…
Francis Brero, VP of AI Strategy at HG Insights, joins Ray Rike to unpack what it actually takes to move a established software company toward an AI first operating model. Francis founded MadKudu,…
Our co-hosts, Ray Rike and Peter Buchanan, open this AI to ROI: Big Story edition with a confession. Reviewing their own newsletter coverage over the past several months, more than half of the Friday…
Ketan Karkhanis, CEO of ThoughtSpot joins Ray Rike to make the case that the AI conversation has been stuck on models, tokens, and pilots when it should have started with a KPI. Drawing on his time…
For the first time, the two leading model companies can be compared on an apples to apples basis. In Q2 2026, Anthropic booked $11.6B against OpenAI's $6.7B, and posted roughly $300M in operating…
Ray Rike sits down with co-host Peter Buchanan to unpack Benchmarkit's August 11th research edition, based on a 396-company survey conducted in partnership with Mavvrik. The conversation moves past…
Stripe agreed to pay $7.5 billion for OpenRouter, roughly six times the $1.3 billion valuation the company raised at just 85 days earlier. Ray Rike and Peter Buchanan break down why a payments company…
For 24 months, the market narrative held that Microsoft was losing the AI race to the lab it had funded. Then came the July 30th earnings call, and the stock added roughly $450 billion in market…
When Kimi K3 landed, the headlines said Chinese open-weight models had caught the American labs, and the AI trade sold off from chipmakers to the labs themselves. Nobody stopped to ask whether cheaper…
