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Business & Industry — ProvenBrief section
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Business & Industry

Deals, valuations, lawsuits and strategy — the money and power moves behind the technology.

Latest in Business & Industry

138 stories
01Sep 29

The founders leave: the AI acqui-hire record, deal by deal

02Sep 21

The AI Agent Pricing Ledger: Every Dated Switch From Seats to Tokens to Outcomes

03Sep 19

The AI layoff ledger: what companies tell the press vs. what their WARN filings show

04The AI Lab Control Tracker: Equity vs. Voting Power at OpenAI, Anthropic, Meta, Google and xAISep 12

The AI Lab Control Tracker: Equity vs. Voting Power at OpenAI, Anthropic, Meta, Google and xAI

05The AI Capex-Adoption Gap: Big Tech's $725 Billion 2026 Buildout vs the ~10% of US Firms Using AISep 12

The AI Capex-Adoption Gap: Big Tech's $725 Billion 2026 Buildout vs the ~10% of US Firms Using AI

06OpenAI's ChatGPT for Financial Services lands 422 days after Anthropic'sSep 11

OpenAI's ChatGPT for Financial Services lands 422 days after Anthropic's

07The AI Code Share Tracker: Every Verified Public Number on AI-Written Code, From Nadella's 'Maybe 20 to 30 Percent' to One Anthropic Engineer's 'Pretty Much 100%'Sep 6

The AI Code Share Tracker: Every Verified Public Number on AI-Written Code, From Nadella's 'Maybe 20 to 30 Percent' to One Anthropic Engineer's 'Pretty Much 100%'

08The Circular Dollar: Why Part of AI's Boom Is the Industry Lending Money to Its Own CustomersSep 5

The Circular Dollar: Why Part of AI's Boom Is the Industry Lending Money to Its Own Customers

09The AI Subscription Erosion Tracker: Every Dated Price and Allowance Change at ChatGPT, Claude, and GeminiSep 4

The AI Subscription Erosion Tracker: Every Dated Price and Allowance Change at ChatGPT, Claude, and Gemini

10The AI Data Retention Tracker, release one: Anthropic's five retention states, and which cannot run zero-retentionSep 3

The AI Data Retention Tracker, release one: Anthropic's five retention states, and which cannot run zero-retention

11Meta stops grading employees on AI usage right as it hands them HatchSep 3

Meta stops grading employees on AI usage right as it hands them Hatch

12GoPro merges with Starman Optical for $285 million, pivoting from action cams to defense and AI infrastructureSep 1

GoPro merges with Starman Optical for $285 million, pivoting from action cams to defense and AI infrastructure

13The Cook era ends today: John Ternus takes over Apple, inheriting a $4-trillion company and an AI promise more than two years past its unveilingSep 1

The Cook era ends today: John Ternus takes over Apple, inheriting a $4-trillion company and an AI promise more than two years past its unveiling

14The AI publisher licensing ledger: 45 deals signed since 2023, and the lawsuits running in parallelAug 31

The AI publisher licensing ledger: 45 deals signed since 2023, and the lawsuits running in parallel

15Grindr says 80% of its code is now AI-written while it price-tests a $350-a-month AI matchmaker, and investors still discount the stockAug 31

Grindr says 80% of its code is now AI-written while it price-tests a $350-a-month AI matchmaker, and investors still discount the stock

16Sony Music and Warner Chappell sue Anthropic and its founders, seeking potentially billions over pirated training dataAug 30

Sony Music and Warner Chappell sue Anthropic and its founders, seeking potentially billions over pirated training data

17Nvidia reportedly agrees to buy Hugging Face for $12.9B: the open-model commons gets a chip-vendor ownerAug 28

Nvidia reportedly agrees to buy Hugging Face for $12.9B: the open-model commons gets a chip-vendor owner

18Nvidia is buying grid capacity, not just chips: minority stake in data-center power middleman Cloverleaf, days after $1.5B into SB EnergyAug 22

Nvidia is buying grid capacity, not just chips: minority stake in data-center power middleman Cloverleaf, days after $1.5B into SB Energy

19The only GPT-5.6 Sol price cut on earth is being paid for by a middleman: OpenRouter halves OpenAI's flagship days after Stripe's $7B dealAug 18

The only GPT-5.6 Sol price cut on earth is being paid for by a middleman: OpenRouter halves OpenAI's flagship days after Stripe's $7B deal

20Nvidia walks back the $250 billion OpenAI financing guarantee, and the bill for AI's buildout just got harder to payAug 17

Nvidia walks back the $250 billion OpenAI financing guarantee, and the bill for AI's buildout just got harder to pay

21SpaceX's $60B Cursor deal is closed: Musk now owns the models, the GPU fleet, and the coding tool that rivals rent compute fromAug 15

SpaceX's $60B Cursor deal is closed: Musk now owns the models, the GPU fleet, and the coding tool that rivals rent compute from

22Uber and China's Pony.ai will put more than 2,000 robotaxis on European streets, beating Waymo to the continent's biggest AV commitmentAug 14

Uber and China's Pony.ai will put more than 2,000 robotaxis on European streets, beating Waymo to the continent's biggest AV commitment

23OpenAI replaced its chief revenue officer after less than a year, pulling a cybersecurity executive from Wiz as the second top leader to leave in daysAug 13

OpenAI replaced its chief revenue officer after less than a year, pulling a cybersecurity executive from Wiz as the second top leader to leave in days

24The ChatGPT dog cancer vaccine story just became a YC-backed startup, and the science hasn't improvedAug 12

The ChatGPT dog cancer vaccine story just became a YC-backed startup, and the science hasn't improved

25OpenAI quietly acquired a presentation startup months ago. The announcement just landed.Aug 9

OpenAI quietly acquired a presentation startup months ago. The announcement just landed.

26ChatGPT's fastest-growing markets are Haiti, Tanzania, and Papua New Guinea, not Silicon ValleyAug 7

ChatGPT's fastest-growing markets are Haiti, Tanzania, and Papua New Guinea, not Silicon Valley

27UAE's $6.3 billion Japan data center is one node in a $100 billion AI infrastructure empireAug 7

UAE's $6.3 billion Japan data center is one node in a $100 billion AI infrastructure empire

28AI memory chip euphoria hits its sharpest valuation test as SK Hynix plunges 9% after Sandisk and Western Digital disappointAug 6

AI memory chip euphoria hits its sharpest valuation test as SK Hynix plunges 9% after Sandisk and Western Digital disappoint

29Google loses the engineers who built modern AI: Jeff Dean departs with three top scientists for Discovery Loop as Hassabis steps into chair roleAug 6

Google loses the engineers who built modern AI: Jeff Dean departs with three top scientists for Discovery Loop as Hassabis steps into chair role

30OpenAI's education plugins turn ChatGPT from an answer engine into classroom infrastructure, free for K-12 teachers through 2027Aug 5

OpenAI's education plugins turn ChatGPT from an answer engine into classroom infrastructure, free for K-12 teachers through 2027