Top Insights
Anthropic’s IPO pitch has a new problem: The government can shut it down
Anthropic has filed confidentially to go public as soon as this fall, pitching investors on a single thesis: that it leads the enterprise...
Anthropic’s Fable fiasco leaves the door open for open-source AI, particularly cheaper models from China
The U.S. government’s decision to stop Anthropic from offering its Mythos 5 and Fable 5 models to non-U.S. nationals may end up providing...
Decision on Anthropic’s Fable and Mythos models means the U.S. has a licensing regime for frontier AI—it just doesn’t want to admit it
Hello and welcome to Eye on AI. In this edition…Anthropic scrambles to try to reverse U.S. export controls on its Fable and Mythos...
Vietnam has to find $200 billion to fund its ambitious growth agenda. Techcombank’s CEO thinks that has to come from overseas
When Techcombank CEO Jens Lottner looks at Vietnam’s growth ambitions, he sees a simple mismatch: big plans, not enough money. Vietnam’s economy grew...
Citi, Ford, and Experian share their strategies for scaling AI agents
“To be able to trust, you need to be able to see what is happening.” This seemingly simple maxim is at the heart...
Three ways that Asia’s enterprises are adopting AI—and where they are falling behind
Asia’s boardrooms are full of AI ambition. Over the past three years, companies have launched pilots, tested AI assistants, and explored use cases...
Bank of America told investors to ‘take profits.’ Then the Nasdaq fell 7%
Bank of America told investors to “take profits” on June 5, and many of them did. Savita Subramanian’s strategy team flagged seven of...
SpaceX lowballed its bankers on fees. Goldman Sachs has another way to win big
It’s been widely reported that SpaceX will provide its underwriters a “gross spread” of just 0.75% or less for shepherding the biggest initial...
Why is it so hard to get ROI from AI? Because building from first principles isn’t easy
Hello and welcome to Eye on AI. In this edition…highlights from Fortune Brainstorm Tech…Anthropic walks back a controversial decision around its new Fable...
Trump says Europe freeloads on defense. Britain’s own (former) Defense Secretary just agreed
U.K. Defense Secretary John Healey unexpectedly quit on Thursday, saying the government is unwilling to spend enough on the military at a time...
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