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Payments. AI. Commerce. Decoded. 236 articles and counting.

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AI · May 21, 2026

Anthropic Hits Operating Profit in Q2. Now Pricing Power Belongs to the Survivors.

Anthropic projects an operating profit in Q2 2026 on roughly $10.9 billion in quarterly revenue. No major frontier AI lab has cleared the operating-profit line on its model business before. The first lab to flip the burn-for-growth script changes pricing, talent, and competitive dynamics across the category.

AI · · 10 min read

PART 1: YOUR MITIGATION PLAN

Cowork sessions are ephemeral. Anthropic's help centre states explicitly: "The desktop app must remain open for your session to continue.

AI · Mar 14, 2026 · 4 min read

Anthropic's Week: A Pentagon Blacklist, a Pricing Reset, and Visual Intelligence

In one week, Anthropic sued the US government, made long-context AI dramatically cheaper, and gave Claude the ability to think in pictures. Here is what it all means.

AI · Mar 8, 2026 · 7 min read

Claude Marketplace Is Anthropic's Bid to Become the Enterprise AI Operating System

Anthropic launched an app store for enterprise AI 24 hours after the Pentagon labelled it a supply-chain risk. The timing tells you everything about what this company is building, and who it is building it for.