2026-10-26 08:00:00
Coding & customer support were the first two AI markets. Attacks on banks, certificate authorities & core open source libraries have never been greater, suggesting security is third. A survey of 75 enterprise security practitioners finds security spend divides across five categories : security operations, SIEM, penetration testing, threat intelligence & vulnerability management. Every one carries significant AI token consumption. Greg Brockman argues security spend should vastly outstrip software spend.
2026-10-26 08:00:00
Analyze Anthropic's S-1 IPO metrics : $4.6B revenue growing 11.9-fold, a derived 40% gross margin, $974M of operating profit in Q2, & $637B of compute commitments.
