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News of the day
1. Thrive Holdings, backed by OpenAI, secures $2B at a $12B valuation to integrate AI into traditional businesses, expanding into physical assets. → Read more
2. Discover why AI pipelines become unexpectedly expensive and learn 5 key architectural optimization techniques to drastically cut token costs and improve performance. → Read more
3. SpaceXAI's Grok 4.6 model rivals top AI like Fable 5 and Sol at a 60% lower price, with Elon Musk calling it 'objectively No. 1'. → Read more
4. Grok Bot offers a simplified, Slack-like interface for AI agents, allowing users to 'personify' them and watch them work on virtual computers. → Read more
Our take
Hi Dotikers!
When Alex Karp railed against the "Marxist" character of the AI industry, he was stating an implicit truth: owning a model is not enough. OpenAI understood it. Thrive Holdings just raised two billion dollars in the name of that conviction, valuing itself at twelve billion barely four months after receiving an OpenAI stake in December. The move was telegraphed: labs are abandoning the marketing of raw capabilities to become builders of implementation infrastructure. Ode, the venture between Anthropic and Blackstone launched in July, was already trying to map this territory with billions in hand. Thrive simply figured it out faster.
The model is clever, almost feudal. Thrive buys accounting firms, IT shops, regulatory services outfits. OpenAI sends its engineers to deploy its tools. You refine the workflows, stack the agents, validate the gains: TaxAI crunches tax filings at 98 percent accuracy, turnaround times drop 30 percent, helpdesk reductions measure in coefficient 36. These numbers are not exotic. They capture real economics.
What shifts is vertical ambition. Accounting, IT, now the regulatory bottlenecks strangling data centers, manufacturing, healthcare. It is the infrastructure you capture, not the API you rent. Meanwhile in Europe we argue over algorithmic sovereignty and regulatory compliance. Thrive is building the gears.
G.
Usage-Based Pricing Is Here. Is Your Finance Team Ready?
More B2B companies are moving to usage-based and hybrid pricing — and finance teams are feeling it. Revenue recognition gets messier, forecasting gets harder, and the manual work compounds fast.
Tabs and PwC teamed up to break it down. In this on-demand session, Rebecca Schwartz and Amit Dhir share how leading finance teams are handling the operational reality of dynamic pricing models — and where AI fits in.
Watch the recording for concrete examples, a practical rev rec framework, and a clear-eyed look at what it takes to scale without the overhead.
If your team is navigating this shift, this session is worth your time.
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