Growth, revenue and go-to-market
Section
11 stories from the past week in AI & Tech, from Awesome B2B Growth.
What founders should do differently after Anthropic’s S-1, Microsoft’s buyout offer, Cloudflare’s 20% cut, and a Qwen model trying to reach a server in Beijing Every Thursday, Harry, Rory and I go through the week’s news on 20VC x SaaStr. Here are the 10…
DeepSeek has released a prototype of a more autonomous coding agent as it seeks to challenge Anthropic PBC’s popular Claude Code.
At a Brooklyn midterm party five days before Election Day, every conversation, from a council member’s fireside chat to a debate about the Democratic Party, kept circling back to AI and data centers.
Travel demand appears to be holding up, but at the same time, investor appetite for travel tech startups has cooled. Even a wave of startups promising to improve travel with AI hasn’t managed to reverse the funding slowdown. We share what a review of…
Tech stocks were poised to drop after Amazon.com Inc. reported greater capital spending than anticipated and the slowest growth in the core e-commerce business in three years.
Sharp Tech is, for the first time, available on video. You have three ways to consume it: YouTube, Spotify, and here on Stratechery.
The biggest ouch of the report was its negative free cash flow of $2.4 billion.
Plus Broadcom backstopping Anthropic’s chip debt, Meta’s $95B equity raise, the PHP2Shell flaws, and an IC fight over Instinct at $30B and OpenAI at $1.25T This week had one story that mattered more than everything else combined: Anthropic finally filed its…
An interview with Palantir CTO Shyam Sankar about AI diffusion and safety, forward-deployed engineer, and what the battle in tech is actually about.
Air Liquide SA revenue grew to its highest in nearly four years, propelled by increased demand in its artificial intelligence-exposed unit.
Anthropic's IPO is finally here; the core business is very profitable, but competition may eat all of the profits, even as investors are set up for endless dilution.
