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Market Moves

Palantir's only Elite partner now works for OpenAI

Palantir's only Elite partner now works for OpenAI

Jul 10, 2026

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.

Market Moves

Chamath is a consultant now

Chamath is a consultant now

Jul 3, 2026

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.

Market Moves

Accenture’s free-fall and the AI consulting paradox

Accenture’s free-fall and the AI consulting paradox

Jun 26, 2026

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.

Fundraising & Ops

A template for raising debt finance for your AI services business: Standard Agreement for Invoice Lending (SAIL)

A template for raising debt finance for your AI services business: Standard Agreement for Invoice Lending (SAIL)

Jun 24, 2026

We've seen strong demand for debt funding among AI services operators, and not enough clarity on what sensible terms actually look like. This is our attempt to fix that.

Market Moves

What AI services operators can learn from Intercom's acquisition by Salesforce

What AI services operators can learn from Intercom's acquisition by Salesforce

Jun 19, 2026

Customer service is one of the most mature AI use cases we have. That makes it a useful early map for what's coming in other business functions, including the ones AI enablement operators work in.

Market Moves

Four AI partner programs that should be on your radar

Four AI partner programs that should be on your radar

Jun 12, 2026

Everyone's lining up for Anthropic and OpenAI’s partner programs. Here's where the queue is shorter, and the opportunity to build something big just as real.

Market Moves

How much did OpenAI pay for Tomoro?

How much did OpenAI pay for Tomoro?

Jun 5, 2026

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.

Buyers & Adoption

It’s about change, stupid. Why AI Enablement services need to go beyond the technology

It’s about change, stupid. Why AI Enablement services need to go beyond the technology

May 29, 2026

Buyers want to spend on technical integrations. They are allergic to change management. Those two facts together explain most of what is broken in AI Enablement right now.

Growth & Sales

Should you bet your company on bottom up AI Adoption?

Should you bet your company on bottom up AI Adoption?

May 22, 2026

Bottom-up AI wins adoption. Top-down AI wins control.The harder question: which approach will capture more business value?

Buyers & Adoption

We asked 100 enterprise buyers how hard it is to buy AI Consulting and Training Services. The answer should change your GTM.

We asked 100 enterprise buyers how hard it is to buy AI Consulting and Training Services. The answer should change your GTM.

May 15, 2026

Demand is unprecedented but translating that demand into SoWs is equal parts art and science. We learned from buyers what slows them down and kills momentum.

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