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Payments. AI. Commerce. Decoded. 250 articles and counting.
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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.
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.
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.