AI business
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How to use Harvey’s $715M AI legal assistant for Big Law workflows
Harvey processes 5.8 million documents daily for legal professionals using multi-model architecture. The platform enables M&A due diligence and contract review, helping…
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The economics of Devin and the shift from replacement to task delegation
Cognition achieved a $492 million annual run rate after slashing Devin’s entry price to $20 per month. The company’s revenue model relies…
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Why pension funds miss the Anthropic allocation
Pension funds lose allocations by overlooking governance risks like Anthropic’s Long-Term Benefit Trust and misjudging scaling fallacies. Anthropic’s revenue trajectory reached a…
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The economics of Adept’s agentic AI pivot to Amazon automation
Adept is pivoting toward agentic AI for enterprise automation after Amazon hired most of its researchers. This talent transfer allows investors like…
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Mistral AI infrastructure pivot and SAP enterprise deployments
Mistral AI aims to build 200 megawatts of computing capacity by 2027 to support its sovereign AI strategy. Partnerships with SAP and…
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Sierra reaches $15B valuation via enterprise AI agents
Sierra reached a $15 billion valuation by providing conversational AI agents that serve over 40% of the Fortune 50. The platform manages…
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Glean at enterprise scale: AI workplace search and Slack integration
Glean provides enterprise knowledge management by connecting to over 100 applications like Salesforce and GitHub. The platform achieves high engagement with 40…
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What AI Revenue Multiples Actually Measure
The same headline revenue can mean very different economics once the inference bill is taken out. The questions that separate similar-looking companies.
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