--- title: AI Industry & Strategy url: "https://goremy.ai/blog/topic/ai-industry" type: topic updated: "2026-11-05T22:00:12.566Z" posts: 37 --- # AI Industry & Strategy Lab and vendor moves, funding and acquisitions, compute economics, and what each company is betting on. Less product, more business of AI. Answers: What are AI labs and vendors betting on, and how are funding and compute costs shaping their moves? ## Posts (37) - [Which AI Business Should You Start? 13 Models Ranked](https://goremy.ai/blog/articles/ai-business-ideas-ranked-worst-to-best) (2026-11-05): A ranking of 13 AI businesses, from AI SaaS and faceless channels to consulting, scored on technical skill, market demand and durability. - [What Are Subvocal's Silent-Speech Glasses and Do They Work?](https://goremy.ai/blog/articles/subvocal-glasses-silent-speech-radar-499-preorder) (2026-11-03): Subvocal's radar-based glasses claim to turn silent mouthing into text at 200+ wpm for $499 pre-order. Here is how they work and what remains unproven. - [Will Websites Block Your AI Agent? Three Zones of Access](https://goremy.ai/blog/articles/websites-blocking-ai-agents-three-zones-agent-access) (2026-11-03): Banks, hotels and schools are deciding how AI agents get in. How signed agents, Visa and Bill, Stripe and Google AP2 shape which sites your agent can use. - [What Is the Agent Control Plane and Who Will Own It?](https://goremy.ai/blog/articles/salesforce-microsoft-oracle-openai-agent-control-plane) (2026-11-02): Salesforce, Microsoft, Oracle and OpenAI are opening products to each other. Here is what the agent control plane is and why enterprise vendors want it. - [What Is Dynamic Creatures' Hugo Robot and When Will It Launch?](https://goremy.ai/blog/articles/dynamic-creatures-hugo-humanoid-robot-theme-parks) (2026-11-02): Hugo is a furry humanoid robot from Dynamic Creatures with 57 joints and 43 actuators, run by a human remotely today, with customer tests planned for 2027. - [What Does Anthropic's S-1 Reveal About Revenue and Losses?](https://goremy.ai/blog/articles/anthropic-s-1-filing-revenue-loss-ipo-date) (2026-11-01): Anthropic's S-1 shows $4.585B 2025 revenue, over $16B in H1 2026, an $80B net loss, and a listing expected near Nov 16 at $1.5T to $2T. - [What Is Broccoli AI? The YC Home Services Startup at $60M ARR](https://goremy.ai/blog/articles/broccoli-ai-home-services-front-office-yc) (2026-10-30): Broccoli uses AI voice, text and SMS to run the front office for home-service contractors. Here is what it does and how its YC founders found the idea. - [Why Does Intel 14A Use High-NA EUV When TSMC Doesn't?](https://goremy.ai/blog/articles/intel-14a-high-na-euv-vs-tsmc-backside-power) (2026-10-30): Backside power relaxes front-side pitch, so Intel can print 14A layers in one high-NA pass while TSMC sticks to double-patterned EUV. Plus Intel's PDK lessons. - [FinFET vs Gate-All-Around: Why Did GAA Take 34 Years?](https://goremy.ai/blog/articles/transistor-history-finfet-gate-all-around-explained) (2026-10-30): How transistors moved from planar to FinFET to gate-all-around, and why GAA, demonstrated in 1988, only reached volume production at Samsung in 2022. - [What Does Anthropic's S-1 Reveal About Enterprise AI Spend?](https://goremy.ai/blog/articles/anthropic-s-1-filing-fortune-500-spending-analysis) (2026-10-29): Anthropic's S-1 shows over half the Fortune 500 as customers, yet under $1 spent per $1,000 of expenses. Here is what the filing says about demand. - [What Does Anthropic's IPO Filing Reveal About Its Finances?](https://goremy.ai/blog/articles/anthropic-ipo-filing-revenue-compute-commitments) (2026-10-29): Anthropic's IPO filing cites $16.3B in half-year revenue, up to $750B in compute commitments and a class F share with 50.1% of votes. Key figures. - [Did OpenAI Disprove the Exponential Time Hypothesis?](https://goremy.ai/blog/articles/openai-disproves-exponential-time-hypothesis-ai-math-breakthroughs) (2026-10-29): OpenAI says its model disproved the Exponential Time Hypothesis. Here is what ETH is, how it relates to P vs NP, and what the claim does and doesn't mean. - [How Does Medical Billing Work and How Is Candid Automating It?](https://goremy.ai/blog/articles/how-candid-health-automates-medical-billing-rcm) (2026-10-29): How US medical billing works, from claims and ICD-10 codes to denials, and how Candid Health uses automation and AI to fix revenue cycle management. - [ALEF Flying Car Price, Pre-Orders and Delivery Date](https://goremy.ai/blog/articles/alef-flying-car-price-preorders-delivery-date) (2026-10-28): ALEF's flying car starts around $300,000, has 3,600+ pre-orders and targets first deliveries by year-end after its 1,000th test flight. Here is what we know. - [What Does Anthropic's S-1 Filing Reveal About Its Business?](https://goremy.ai/blog/articles/anthropic-s-1-filing-key-numbers-explained) (2026-10-28): Anthropic's S-1 shows 900% net revenue retention, 11,900 customers above $100K, multi-chip compute across four vendors, and a "closing the loop" thesis. - [What Is a CFET? Gate-All-Around and Chip Scaling Limits](https://goremy.ai/blog/articles/cfet-gate-all-around-chip-scaling-limits-explained) (2026-10-27): A CFET stacks N-type and P-type transistors to save space. Learn how gate-all-around and backside power work, and why heat limits 3D chip scaling. - [Do Chip Fabs Need Clean Rooms? Why Fab Costs Keep Doubling](https://goremy.ai/blog/articles/do-chip-fabs-need-clean-rooms-fab-cost-economics) (2026-10-27): An Intel executive asks whether chip fabs still need today's clean rooms as fab costs double every four to five years and a high-end EUV scanner nears $400M. - [Intel and Musk's Terafab: Will New Fabs Ease the Chip Shortage?](https://goremy.ai/blog/articles/intel-terafab-musk-partnership-chip-tool-bottleneck) (2026-10-27): Intel is working with Elon Musk on Terafab. Here is why tools, not buildings, cap chip supply, and why Intel says it will invest more in equipment. - [Why Are There Only Three Leading-Edge Chip Foundries?](https://goremy.ai/blog/articles/intel-foundry-vs-tsmc-economies-of-scale-capex) (2026-10-26): Fixed costs near 80%, yield leverage, and a capex gap of roughly $20B vs $50B explain why three foundries remain and what Intel must do to catch TSMC. - [What Is Forward-Deployed Engineering and Why Do AI Labs Use It?](https://goremy.ai/blog/articles/forward-deployed-engineering-openai-anthropic-ai-roi) (2026-10-26): Forward-deployed engineering explained: how OpenAI's deployment company, Anthropic's joint venture and the Thrive stake help firms turn AI into ROI. - [What Is the Kling IPO Plan and Who Owns Kling AI?](https://goremy.ai/blog/articles/kling-hong-kong-ipo-alibaba-tencent-baidu-investors) (2026-10-24): Kuaishou's Kling AI video unit plans a Hong Kong IPO next year at about $18B. Kuaishou holds 68%, with Alibaba, Tencent and Baidu as minority backers. - [What Is Recursive's Eureka Machine and Did It Build Flint?](https://goremy.ai/blog/articles/recursive-eureka-machine-self-improving-ai-lab) (2026-10-24): Recursive, led by Richard Socher with $650M raised, says its Eureka machine helped design Flint's architecture, quantization, and kernels. What is known so far. - [Can Open-Weight Models Run Mythos-Class Cyberattacks?](https://goremy.ai/blog/articles/open-weight-models-ai-cyberattacks-glasswing-patch-planet) (2026-10-22): Open-weight models like GLM 5.3 reportedly match restricted cyber models from Glasswing and Patch the Planet. Here is what it means for the next six months. - [How Does DeepSeek's DeepInfra Serve 155 Trillion Tokens a Day?](https://goremy.ai/blog/articles/deepseek-deepinfra-inference-engine-explained) (2026-10-22): DeepSeek open-sourced its DeepInfra inference engine. See how prefill/decode split, expert balancing and speculative decoding work, and what you can run. - [What Does Stepful Do and How Does It Use AI to Train Healthcare Workers?](https://goremy.ai/blog/articles/stepful-series-c-healthcare-training-ai) (2026-10-22): Stepful raised a $55M Series C led by Oak HC/FT. See how its AI tutors, contracts with 39 health systems, and 5-month programs train healthcare workers. - [What Does Sam Altman Say AI Math Discoveries Mean for Science and Coders?](https://goremy.ai/blog/articles/sam-altman-ai-math-discoveries-mathematicians-coders) (2026-10-22): Sam Altman on OpenAI's math proofs, a disease-treatment candidate within years, FDA limits, and why coders got busier instead of obsolete. - [Are SaaS Terms of Service Changing for AI? What Vendors Are Doing](https://goremy.ai/blog/articles/are-saas-terms-of-service-changing-for-ai-what-vendors-are-doing) (2026-10-21): 92% of AI vendor contracts claim data rights beyond what the service needs. See why SaaS terms of service are changing for AI and how to audit yours. - [Klarna AI vs Human Support: Which Does Klarna Use Now?](https://goremy.ai/blog/articles/klarna-ai-vs-human-support-which-does-klarna-use-now) (2026-10-21): Klarna's AI assistant did the work of 700 agents, yet the company rebuilt a human support layer in 2025. See what changed, why, and how its hybrid model works. - [What Is Answer Engine Optimization? How to Get Cited by AI](https://goremy.ai/blog/articles/what-is-answer-engine-optimization-how-to-get-cited-by-ai) (2026-10-20): Ranking #1 on Google doesn't guarantee an AI citation. Learn what AEO is and which tactics work, based on Ahrefs and Princeton data on stats, structure and freshness. - [How to Structure Content So AI Assistants Cite It](https://goremy.ai/blog/articles/how-to-structure-content-so-ai-assistants-cite-it) (2026-10-20): Learn how to structure content so ChatGPT, Perplexity, and Google AI Overviews cite it, using answer-first sections, FAQs, and real citation data. - [How to Track Traffic From AI Assistants in GA4 and Server Logs](https://goremy.ai/blog/articles/how-to-track-traffic-from-ai-assistants-in-ga4-and-server-logs) (2026-10-20): Track traffic from AI assistants in GA4 and server logs with a custom source-only channel group, crawler log analysis, and IP-based bot verification. - [AEO vs SEO: Which Matters More for AI Search Visibility?](https://goremy.ai/blog/articles/aeo-vs-seo-which-matters-more-for-ai-search-visibility) (2026-10-20): AEO vs SEO for AI search visibility: how each earns results, where they differ, and which matters more now. Includes click data and a checklist. - [The Hidden Costs of Cloud Data Centers: Who Really Pays for 'the Cloud'](https://goremy.ai/blog/articles/hidden-costs-of-cloud-data-centers-explained) (2026-10-17): Electric bills, water tables, bot traffic, and egress fees: who actually pays for the cloud. A data-backed look at cloud computing's externalized costs. - [What Happened to Microsoft's Copilot+ PCs?](https://goremy.ai/blog/articles/what-happened-to-copilot-pcs-the-full-story) (2026-10-08): Copilot+ PCs launched in 2024 with big claims. Two years of weak sales, Recall's security backlash, and enterprise indifference later, here's what actually happened. - [Nvidia's Hugging Face Deal: What It Means for Open-Source AI](https://goremy.ai/blog/articles/nvidia-hugging-face-deal-what-it-means-for-open-source-ai) (2026-09-03): Nvidia's reported $12.9B bid for Hugging Face would put open-source AI's biggest hub under one chipmaker's control. Here's the impact and why owning your infrastructure matters. - [The C&D Epidemic: Why Renting Platform Access Is a Business Liability](https://goremy.ai/blog/articles/c-d-epidemic-renting-platform-apis-is-a-liability) (2026-08-30): X's takedown of Nitter and XCancel is the latest proof that building on rented API access leaves your business exposed to a single letter or price hike. - [The Zero-Marginal Cost AI Era Is Breaking SaaS Economics](https://goremy.ai/blog/articles/why-is-b2b-saas-so-expensive-compared-to-ai-apis) (2026-08-25): AI inference costs fell 100x in two years, yet SaaS margins stayed near 80%. Here is why the subscription price never followed the token price down.