Stratrix Stance
Where Stratrix stands on AI, why, and what would change our mind.
The first call is on its way.
The AI Read-Through
One AI headline, followed through every company it touches.
Anthropic's Six-Month Product
Most of Anthropic's revenue comes from models less than six months old, and most of the computing power behind them is typically ordered a year or more ahead. That gap between two clocks shapes the strategy in its S-1, and Nvidia lives by a similar one.
Who Is Really Paying for AI?
The AI build-out is mostly not being paid for with venture money. Five companies are paying for most of it out of their own cash. The risk sits somewhere else: in who has promised to pay them back, and who has guaranteed the promise.
AI Business Models
Which ways of making money AI breaks, which it strengthens and which it invents, checked against what companies report.