The Earnings Call Gap: What Q1 2026 Just Told Us About AI ROI
Analysis of Q1 2026 earnings calls shows a widening gap between AI investment claims and actual financial returns, impacting stock performance and investor confidence.
The European Bet: How Mistral, Aleph Alpha, and Black Forest Labs Are Playing a Different Game
European AI firms Mistral, Aleph Alpha, and Black Forest Labs are positioning for the EU AI Act enforcement, emphasizing compliance and sovereignty over frontier capabilities.
Senior CTOs and technical leaders are shifting from established SaaS companies to Anthropic, seeking closer involvement with foundational AI models and research.