OpenAI and Anthropic are racing to go public in Q4 2026 with a combined valuation exceeding $1.2 trillion. Here's what the AI IPO wave means for enterprise pricing, product roadmaps, and vendor...
Posts by Ty Sutherland
OpenAI Just Raised $122 Billion: Inside the Largest Private Funding Round in History
OpenAI closed a $122 billion funding round at an $852 billion valuation — the largest private financing in tech history. Here's what the investor structure, burn rate, and Spud model timeline...
Anthropic vs the Pentagon: What the Landmark Ruling Means for Every AI Buyer
The Anthropic Pentagon lawsuit just produced the most consequential court ruling in AI procurement history. A federal judge blocked the DOD from branding Anthropic a supply chain risk, calling it...
Anthropic’s Claude Mythos Leak: What the ‘Capybara’ Model Reveals About AI’s Next Frontier
Anthropic accidentally leaked details of Claude Mythos, a new model tier above Opus with dramatic advances in coding, reasoning, and cybersecurity. The revelation crashed cybersecurity stocks and...
OpenAI Killed Sora: What $15M/Day in Compute Costs Reveals About AI’s Real Economics
OpenAI shut down Sora just six months after launch, burning $15 million per day in compute while generating $2.1 million in total revenue. Five weeks later, GPT-5.5, the Cerebras deal, and $122...
Three weeks into March 2026 and the AI model landscape looks like someone kicked over a beehive. GPT-5.4 dropped on March 5th. Claude Opus 4.6 and Sonnet 4.6 arrived with 1M token contexts and...