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Market Moves

Analysis of deals, launches and shifts reshaping the AI services market

Market Moves

Palantir's only Elite partner now works for OpenAI

Jul 10, 2026

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8 min read

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

Market Moves

Chamath is a consultant now

Jul 3, 2026

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8 min read

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

Market Moves

Accenture’s free-fall and the AI consulting paradox

Jun 26, 2026

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6 min read

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

Market Moves

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

Jun 19, 2026

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5 min read

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

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.

Daria Danilina
Daria Danilina

Market Moves

Four AI partner programs that should be on your radar

Jun 12, 2026

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8 min read

Four AI partner programs that should be on your radar

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.

Daria Danilina
Daria Danilina

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.

Daria Danilina
Daria Danilina

Market Moves

Unpacking OpenAI and Anthropic’s latest PE Joint Ventures

May 8, 2026

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9 min read

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

Daria Danilina
Daria Danilina

Market Moves

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

Feb 20, 2026

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10 min read

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?

Daria Danilina
Daria Danilina

Market Moves

What Accenture’s Acquisition of Faculty AI means for AI Enablement Services

Jan 9, 2026

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7 min read

What Accenture’s Acquisition of Faculty AI means for AI Enablement Services

Accenture isn’t just buying a consultancy; it’s rewriting the industry playbook with a $1B bet that the wall between "strategy" and "AI implementation" has officially collapsed.

Daria Danilina
Daria Danilina

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