The article examines Palantir's business strategy, focusing on its expansion beyond government contracts into commercial markets. It discusses how the company leverages its data analytics platforms to secure long-term, high-value contracts while navigating public scrutiny over privacy and ethical concerns.
Anthropic announced a run rate revenue of $47 billion, raised $65 billion in a Series H round, and achieved a post-money valuation of $965 billion.
Simon Willison argues Anthropic and OpenAI have found product-market fit through enterprise coding agents. Both companies shifted to API-based enterprise pricing, and recent models cost more. Stories of Uber blowing its AI budget and Microsoft canceling Claude Code licenses suggest customers are paying high prices for genuinely useful tools, making April 2026 a new revenue inflection point.