by Bussmann Advisory · Your Executive Briefing on AI, FinTech, & Digital Assets
Your executive briefing on AI, FinTech, and Digital Assets, curated to keep you ahead in a rapidly evolving landscape. This week, we spotlight game-changing developments in Agentic AI, financial innovation, and digital transformation, including:
Plus more exclusive insights to help you stay ahead of the curve!
| → | Anthropic's annualized revenue hit $65B, adding $18B in just two months: growth velocity we have never seen in enterprise software. |
| → | Anthropic now outsells OpenAI for the first time. Both labs are racing toward IPOs that could eclipse SpaceX's valuation record. |
| → | Nvidia's $1.5B bet on SoftBank's data center arm confirms compute remains the binding constraint, not model capability. |
| → | Alibaba's 3 billion open-weight model downloads show distribution is shifting east, even as US labs chase record valuations. |
| → | Two AI labs are on track to become public companies with market caps rivaling global banks: boards must ask who governs the vendors they now depend on. |
| → | Goldman Sachs' finding that AI spending is not yet lifting corporate earnings should sober every CFO approving a new AI budget line. |
| → | Citi's Custody+ launch and the Swift tokenised deposit pilot by StanChart and HSBC prove incumbents are modernizing infrastructure in parallel with the AI race. |
| → | Stripe's $7bn acquisition of OpenRouter shows payments players moving up the stack: from processing money to brokering intelligence itself. |
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*Please note that this newsletter reflects Bussmann Advisory’s and Oliver Bussmann’s personal views and not those of any organisation we are involved with. This newsletter is for educational purposes only and none of its content should be construed as investment or financial advice of any kind. More information on www.bussmannadvisory.com.
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