Anthropic Compute Story Still Needs Counterparty Filing
Anthropic's compute bill now depends on a rival supplier's filing.
Business
Lionsgate Free Cash Flow Gives Library Claim A Number
Lionsgate free cash flow gives the library story a number.
CapitalG Puts OpenRouter In The AI Middleman Business
CapitalG puts OpenRouter in the AI middleman business.
Cerebras Revenue Question Survives The AI Funding Weekend
Cerebras still has to turn AI funding into durable revenue.
OpenRouter Valuation Doubles With Alphabet Money
OpenRouter valuation doubles with Alphabet money.
Lionsgate Library Revenue Tops One Billion Again
Lionsgate library revenue tops one billion again.
Free Cash Flow Gives Lionsgate A Cleaner Pitch
Free cash flow gives Lionsgate a cleaner post-Starz pitch.
Model Exchanges Become The New AI Distribution Layer
Model exchanges become the new AI distribution layer.
Cerebras Watch Returns To Customer Concentration
Cerebras customer concentration stays in the filing story.
AI Funding Pace Keeps Bubble Talk Below Receipts
AI funding pace stays below actual financing receipts.