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The intelligence layer for AI professional services

Weekly data and analysis for operators of AI training, consulting and implementation firms

Read by senior people at Fidelity, CVC, EPAM, Faculty, Teneo, Multiverse, Hebbia and others
FEATURED ANALYSIS

Market Moves

How much did OpenAI pay for Tomoro?

Jun 5, 2026

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7 min read

How much did OpenAI pay for Tomoro?

OpenAI and Anthropic have started to acquire AI services companies. No terms have been announced. This week we used public data (and just a little bit of gossip) to fill in the blanks in Open AI’s first DeployCo acquisition.

MOST POPULAR

Palantir's only Elite partner now works for OpenAI

Market Moves

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Jul 10, 2026

Palantir's only Elite partner now works for OpenAI

Northslope had Palantir's blessing, Palantir money on its cap table, and a 7x growth year. And then it sold to OpenAI. We think there's more to the story than FDE talent landgrab angle.

Unpacking OpenAI and Anthropic’s latest PE Joint Ventures

Market Moves

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May 8, 2026

Unpacking OpenAI and Anthropic’s latest PE Joint Ventures

The AI Services Gold Rush is officially here. Founders are equal parts worried and excited. We're looking into what mainstream commentary has missed

Building a $1.7b AI Training giant: Multiverse, Stackfuel and what comes next

Market Moves

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Feb 20, 2026

Building a $1.7b AI Training giant: Multiverse, Stackfuel and what comes next

Government incentives have powered the rise of AI training giants like Multiverse. But can subsidy-driven growth ever produce a true winner in a fragmented market?

Subscriber research: The AI services buyer survey → · The SAIL debt financing template →

MOST RECENT

How much you charge says a lot about who you sell to

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Jul 17, 2026

How much you charge says a lot about who you sell to

You can predict an AI training firm's pricing from one fact: whether they also sell implementation. First data drop from our Pricing Benchmark survey.

Palantir's only Elite partner now works for OpenAI

Market Moves

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Jul 10, 2026

Palantir's only Elite partner now works for OpenAI

Northslope had Palantir's blessing, Palantir money on its cap table, and a 7x growth year. And then it sold to OpenAI. We think there's more to the story than FDE talent landgrab angle.

Chamath is a consultant now

Market Moves

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Jul 3, 2026

Chamath is a consultant now

He raised $135m for a dev shop, took the CEO seat, and Salesforce paid for the privilege. What 8090 says about where the money in AI actually sits.

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