Payments. AI. Commerce. Decoded. 236 articles and counting.
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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.
Cowork sessions are ephemeral. Anthropic's help centre states explicitly: "The desktop app must remain open for your session to continue.
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.
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.