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Articles about Business Strategy

Honest analysis of AI applied to real operations. No hype, just judgment: what you control, what you can prove, and what to build that your competitors can't.

OpenAI Benchmarks Jalapeño Against Nvidia's Racks
Business Strategy
· 3 min read

OpenAI Benchmarks Jalapeño Against Nvidia's Racks

OpenAI published first results for its Broadcom-built inference chip: more throughput and lower latency at once, with 40 to 60% less power. Vendor numbers.

OpenAI Broadcom Jalapeño
Google Entered Legal and Harvey Became a Connector
Business Strategy
· 4 min read

Google Entered Legal and Harvey Became a Connector

Gemini Enterprise for Legal shipped August 25 with Cleary, Freshfields and Weil. Harvey appears inside it as an MCP integration rather than a rival.

Google Cloud Gemini Enterprise Harvey
Porsche Sold Its Consulting Arm, Then Rented It Back
Business Strategy
· 4 min read

Porsche Sold Its Consulting Arm, Then Rented It Back

Porsche sold MHP to TCS for 320 million euros and signed a five-year partnership worth 1.25 billion. The accounting works. The learning walks out.

Porsche TCS MHP
OpenAI Cuts Cursor Off Over a Change-of-Control Clause
Business Strategy
· 4 min read

OpenAI Cuts Cursor Off Over a Change-of-Control Clause

OpenAI is ending Cursor's model access on November 12 because SpaceX bought it. Cursor survives because OpenAI was only 5% of its traffic. What is your number?

OpenAI Cursor SpaceX
Perplexity at $30B on $750M, and Nvidia May Fund It
Business Strategy
· 4 min read

Perplexity at $30B on $750M, and Nvidia May Fund It

The Information reports Nvidia in talks to back Perplexity above $30B. In January it committed its entire annual revenue to three years of Azure compute.

Perplexity Nvidia answer engines
Stripe Bought OpenRouter, and It Paid for the Meter
Business Strategy
· 4 min read

Stripe Bought OpenRouter, and It Paid for the Meter

Stripe withheld the price. The FT reported around $8B for a company valued at $1.3B months earlier. Nobody pays that multiple for routing.

Stripe OpenRouter AI cost
Mark Cuban: Data Centers Become Pickleball Courts
Business Strategy
· 6 min read

Mark Cuban: Data Centers Become Pickleball Courts

Cuban compares the AI buildout to the 1990s fiber glut. Alphabet's free cash flow already went negative. What that changes for companies buying AI.

Mark Cuban AI capex dot-com bubble
Google Bid $10M for Spirit Airlines' Internal Data
Business Strategy
· 6 min read

Google Bid $10M for Spirit Airlines' Internal Data

Google won a bankruptcy auction for Spirit Airlines' emails, Teams chats and source code. Then the flight attendants' union stopped the sale cold.

Spirit Airlines Google AI training data

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