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AI-First Companies

Organisations designed around AI from the start, and incumbents rebuilding to match them.

AI-First Companies

Why now?

  • Small teams are reaching revenue milestones that once required hundreds of people
  • Investors are pricing AI-native operating models
  • Incumbents are restructuring functions around agent throughput

Latest

Business

Anthropic's S-1 Shows $16.3bn of Revenue and a $693m Loss

The Claude developer applied on 26 October 2026 to list on Nasdaq as ANT. Revenue for the six months to 30 June was 14 times the year before, and almost 90 per cent of the $80.7bn net loss is a non-cash charge for the rising value of its own convertible notes.

4 min read
Business

Accenture's Record Bookings Come Without an AI Breakdown

3 min read
Business

Nvidia Lifts Its Buyback Authorisation to $235 Billion

2 min read
Business

Four AI Subscribers Sue the Labs Over a Public Slowdown Pact

3 min read
Business

The AI IPO Race Has One Runner Left This Year

6 min read
Future

The Plan to Replace Meta Staff With AI, and Why It Collapsed

6 min read
Business

The Licence-and-Hire Playbook Meets the Justice Department

6 min read

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