Results

Insights News
July 21, 2026

Get ready for US open LLMs and just in time

Data to Decisions
The teeth gnashing and near panic over open source large language models from China has reached a fever pitch as Z.ai, DeepSeek, Alibaba's Qwen and Moonshot AI's Kimi close the gap...
Larry Dignan
Insights News
July 9, 2026

SpaceXAI, Meta puts pricing squeeze on Anthropic, OpenAI

Data to Decisions
OpenAI and Anthropic were already set up to be squeezed by open source large language models (LLM) from China and the US, but now SpaceXAI and Meta are getting in on the fun. ...
Larry Dignan
Insights News
July 7, 2026

DeepSeek's real impact happening now

Data to Decisions
DeepSeek freaked out the LLM industry about 18 months ago and kicked off the US-China AI race in earnest. Then DeepSeek's buzz faded a bit as other Chinese open LLMs flooded the ma...
Larry Dignan
Insights News
July 6, 2026

Anthropic inks 20-year lease with TeraWulf

Tech Optimization
Anthropic inked a 20-year lease agreement with TeraWulf to add capacity. The deal highlights how neoclouds and second-tier providers are scrambling ahead of what's expected to be M...
Larry Dignan
Insights News
June 30, 2026

Anthropic launches Claude Sonnet 5

Data to Decisions
Anthropic launched Claude Sonnet 5, which delivers performance close to Opus 4.8 but at a lower cost. ...
Larry Dignan
Insights News
June 9, 2026

Anthropic’s Claude Fable 5, Mythos 5: What you need to know

Data to Decisions
Anthropic launched Claude Fable 5 and Mythos 5 with the former being a Mythos-class model with safeguards for cybersecurity. Based on the benchmarks, Claude Fable 5 is a nice leap ...
Larry Dignan
Insights News
June 7, 2026

What if our AI infrastructure is already built?

Data to Decisions
If you're one of those people that watch what people do not what they say you may want to start paying attention to AI royalty right now. Why? Because the likes of Microsoft CEO Sa...
Larry Dignan
Insights News
June 4, 2026

My internal monologue reading Anthropic's big idea posts

Innovation & Product-led Growth
Anthropic launched a missive on recursive self-improvement in Claude and how it is writing its own code and building itself. It's fascinating and potentially scary because it's als...
Larry Dignan
Insights News
June 1, 2026

Anthropic confidentially files for IPO

Data to Decisions
Anthropic and OpenAI are racing each other to become publicly traded companies. Anthropic said it has confidentially filed to go public with the US Securities and Exchange Commissi...
Larry Dignan
Insights News
May 28, 2026

Anthropic nears $1T valuation, releases Opus 4.8

Data to Decisions
Anthropic raised $65 billion in a Series H round and now has a valuation of $965 billion. For good measure, Anthropic said it now has an annual revenue run rate of $47 billion and ...
Larry Dignan
Insights News
May 4, 2026

LLM giants just love private equity partnerships

Data to Decisions
Anthropic and OpenAI are racing to ink deals with private equity players to embed their models into portfolio companies. The benefit for the vendor is clear. Private equity portfol...
Larry Dignan
Analyst Blog
April 22, 2026

CRM Is Not Dead (and Other Enterprise POVs from CRTV Episode 128)

Future of Work
In ConstellationTV episode 128, co-hosts Liz Miller and Holger Mueller tackle the biggest myths in enterprise tech, from the state of CRM to Wall Street's AI obsession. Here are th...
Liz Miller
Holger Mueller
Hannah Mason
Insights
March 4, 2026

Are We at Peak Anthropic?

Future of Work
Anthropic has been portrayed as a SaaS assassin. Anthropic launches connectors and plugins to various enterprise apps, and SaaS stocks tank. Anthropic doubles down on Claude Code a...
Larry Dignan