Weekly data and insights for AI professional services leaders

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.

Daria Danilina
Daria Danilina
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.

Daria Danilina
Daria Danilina
Accenture’s free-fall and the AI consulting paradox

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Jun 26, 2026

Accenture’s free-fall and the AI consulting paradox

The IT consulting behemoth’s share price is down 52% since the beginning of the year while AI native services businesses are raising money on unprecedented terms. We try to make sense of the disconnect and predict what’s to come.

Daria Danilina
Daria Danilina
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