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Perplexity Has 100 Million Users but No Reason for Any of Them to Stay.

Perplexity Has 100 Million Users but No Reason for Any of Them to Stay.

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Jun 24, 2026

OpenAI loses money on almost everyone who uses ChatGPT not on free tier, it's everywhere.

OpenAI loses money on almost everyone who uses ChatGPT not on free tier, it's everywhere.

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Jun 17, 2026

Anthropic's Close to $1 Trillion Valuation Runs on Compute It Doesn't Control

Anthropic's Close to $1 Trillion Valuation Runs on Compute It Doesn't Control

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Jun 10, 2026

Cursor Is Two Companies. Only One of Them Makes Money.

Cursor Is Two Companies. Only One of Them Makes Money.

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Jun 3, 2026