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Home is where the start isn't
U.S. housing starts plunged more than 15% in May from April, unexpectedly sinking new homebuilding to a six-year low. Here's what that signals for the economy.
Jun 23
The open (AI) price wars
OpenAI is reportedly weighing slashing what it charges for tokens. The next phase of the AI wars could be fought on the pricing field. There's not much yardage.
Jun 16
What rising rate hike odds could mean for AIPOs, from OpenAI to SpaceX
Future borrowing costs help predict whether AI players like Anthropic, OpenAI, and SpaceX can sustain their lofty valuations as they prepare to IPO.
Jun 9
The tokenmaxxing comedown: companies grapple with the AI FOMO premium
Many companies have been in a “move fast and spend tokens” phase. Now, some are realizing they may have moved too fast. A pullback is coming.
Jun 3
Salesforce reports earnings as companies layer AI workflows over SaaS systems of record
While incumbents are holding the system of record, several AI-natives are seeing breakout growth in adjacent workflow layers and entirely new categories.
May 27
The AI race has a new frontrunner but no clear winner
AI model providers have minimal switching costs. That can be good, allowing for surging adoption in a short time span, but it also leads to low loyalty.
May 19

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