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▾ Universes 3
▾ Companies 5
▾ People 2
▾ Briefs 1
▾ Monitoring 1
AI Infrastructure Coverage
87 reports · 312 sources · 18 need review
🔍
A
Anthropic Verified
Enterprise tier repriced +40% with minimal customer churn; Claude 4 structure held across all tiers. Managed Agent tier launched at $0.168/1K tokens, undercutting OpenAI assistant API by ~20%. Three new enterprise references in 30 days.
Partnership AI infrastructure Enterprise
Reuters TechCrunch The Information +9
→ Dario Amodei → Sequoia Capital → OpenAI
pricing-comparison.html vis
12 sources · 2h ago Notebook ready
S
Sequoia Capital Review
Full-ratchet anti-dilution at 1x in term sheet v3; 33% below market norm. Board observer seat negotiated at $8.3M valuation cap. 3 claims flagged for manual review before the next partner meeting.
Fundraising Action needed Term sheet
PitchBook Crunchbase +6
→ Anthropic → Alfred Lin
8 sources · 1d ago Draft
B
Bug0 Verified
Pricing dropped to $199/mo from $499; SOC 2 Type II obtained but certificate not publicly linked. Feature gap narrowing on automated QA — now covers 3 of 5 testing modes we track. Direct competitive threat to NodeBench QA vertical.
Competitive QA automation SOC 2
bug0.dev G2 Reviews +3
→ Anthropic → Cohere
feature-matrix.html vis
5 sources · 1d ago Notebook ready
O
OpenAI Stale
GPT-5 rumored but unverified from any primary source; 2 of 5 tracked claims went stale after 3 days without corroboration. Agent API pricing restructured but details behind enterprise NDA. Refresh needed to restore coverage confidence.
AI Unverified Pricing
Bloomberg The Information +2
→ Anthropic → Google DeepMind
signal-decay.html vis
4 sources · 3d ago Stale
M
Mistral Drafting
Agent gathering sources on European AI regulation impact and open-weight model strategy. Early signals suggest EU AI Act compliance creating moat for European-headquartered providers. Mistral Large 3 benchmark claims pending independent verification.
AI EU regulation Open-weight
mistral.ai EU AI Act
→ OpenAI → Google DeepMind
2 sources · now Generating…
D
Dario Amodei Verified
CEO of Anthropic. Recent Senate testimony on AI safety drew bipartisan attention; public statements on AGI timeline moved markets and triggered sell-side analyst revisions. Key decision-maker for enterprise pricing and model release cadence.
Leadership Public signal AI safety
Senate.gov CNBC Wired +4
→ Anthropic → Sequoia Capital
7 sources · 6h ago Notebook ready
G
Google DeepMind Stale
No new signals in 5 days; evidence coverage declining. Only 1 of 3 tracked sources still returns verifiable claims. Gemini 2.5 Pro pricing announced but enterprise tier details missing. Needs full refresh to restore coverage.
AI Needs refresh Gemini
deepmind.google ArXiv +1
→ OpenAI → Anthropic
3 sources · 5d ago Stale
D
Daily Brief — May 13 Review
12 new signals across 5 tracked entities overnight. Funding activity spiked with 2 new rounds disclosed. 3 claims flagged as unverified and need manual confirmation before the brief can be published to stakeholders.
Funding 3 unverified Cross-entity
Reuters Bloomberg PitchBook +2
→ Anthropic → Sequoia Capital → Mistral
signal-timeline.html vis
5 sources · today Needs patch
C
Cohere Monitoring
Enterprise RAG pivot gaining market traction with 4 new published case studies in financial services vertical. Pricing stable at enterprise tier. Competitive positioning shifting from general LLM to specialized retrieval-augmented workflows.
RAG Enterprise FinServ
cohere.com VentureBeat +4
→ Anthropic → Bug0
6 sources · 12h ago Notebook ready
Drafting 3
M Mistral
Gathering sources… 25%
P Perplexity
Extracting claims… 60%
R Runway
Queued
Needs review 4
S Sequoia Capital
3 claims · Review term sheet
D Daily Brief May 13
3 unverified claims
S Stability AI
2 conflicting sources
A Alfred Lin
Person report needs review
Verified 5
A Anthropic
12 sources · Updated 2h ago
B Bug0
5 sources · Updated 1d ago
D Dario Amodei
7 sources · Person report
C Cohere
6 sources · Monitoring
H Hugging Face
8 sources · Updated 3d ago
Archived 2
A Anthropic
Exported · PDF + Notion
B Bug0
Exported · Markdown

Report | Type | Status | Evidence | Sources | Updated | Action
--- | --- | --- | --- | --- | --- | ---
A Anthropic | Company | Verified | 5/5 verified | 12 | 2h ago | Open
S Sequoia Capital | Investor | Review | 3 claims need review | 8 | 1d ago | Review
B Bug0 | Company | Verified | 3/5 confirmed | 5 | 1d ago | Open
O OpenAI | Company | Stale | 2/5 expired | 4 | 3d ago | Refresh
D Dario Amodei | Person | Verified | Cross-referenced 3 outlets | 7 | 6h ago | Open
M Mistral | Company | Drafting | Gathering… | 2 | now | Drafting…

Anthropic Company · Verified · 12 sources
AI
`/` Slash commands Edit Preview

# Anthropic — Company Report

Verified · 12 sources · 22 claims · 5 of 5 verified · Updated 2h ago · Style: Banking Coverage Memo

## Executive read

Anthropic continues to dominate enterprise AI infrastructure with Claude 4 Opus. The recent enterprise tier repricing (+40%) signals strong [[pricing power]] and demand elasticity. The Managed Agent tier launch at $0.168/1K tokens positions them directly against @OpenAI's assistant API pricing.

Enterprise tier repriced +40% with minimal customer churn. [src:1]

## Business overview

Founded 2021. Headquartered San Francisco. ~1,200 employees. Last disclosed valuation $61.5B (Series E, March 2025). Revenue estimated $2B+ ARR based on public statements and investor disclosures. Lead investor @Sequoia Capital with participation from @Jaan Tallinn.

## Traction signals

Three new enterprise customer references in the last 30 days. Sales engineering hiring expanded 3x YoY. Model/platform announcements accelerating to bi-weekly cadence. #enterprise #growth

Managed Agent tier launched at $0.168/1K tokens, undercutting @OpenAI's assistant API by ~20%. [src:4]

## Funding & ownership

@Dario Amodei (CEO) and @Daniela Amodei (President) co-founded after departing @OpenAI in 2021. Series E valued at $61.5B led by @Sequoia Capital. Total funding exceeds $7.3B across 6 rounds. [[Cap Table Analysis]] suggests founder dilution below 20%.

Series E closed March 2025 at $61.5B valuation — 3.2x step-up from Series D. [src:7]

## Risks & unknowns

Competitive response from @OpenAI and @Google DeepMind not yet priced in. Regulatory exposure increasing with @Dario Amodei's Senate testimony cadence. Burn rate unclear despite revenue growth. [[EU AI Act]] compliance timeline uncertain.

## Recommended action

Monitor @Anthropic's next earnings proxy (enterprise adoption metrics) and @OpenAI's pricing response. Flag for board review if [[valuation ceiling]] analysis shows cap table pressure above 4x revenue multiple.

### Backlinks 14

←
Sequoia Capital — Investor Report "...Anthropic's Series E at $61.5B represents the largest AI-native round..."
mentions
←
OpenAI — Competitive Analysis "...undercutting by 20% on managed agent tier pricing..."
competes
←
Daily Brief — May 16 "...enterprise repricing signals confidence in demand elasticity..."
cites
←
Dario Amodei — Person Report "...CEO and co-founder, driving Anthropic's enterprise strategy..."
founder_of
←
AI Infrastructure Landscape — Q2 2026 "...three-way race between Anthropic, OpenAI, and Google DeepMind..."
related
Entity agent
Anthropic · 12 sources · 5 of 5 verified
A
Anthropic verified
AI safety · San Francisco · Series E
5/5
Claims verified
12
Sources
2h
Last refreshed
93
Confidence
Connected entities
Dario Amodei OpenAI Google Sequoia AWS

⚙ Notebook opened · Anthropic 2 min ago
Report health: strong
5 of 5 claims verified against 12 sources. 3 sources corroborated independently. Last updated 2h ago.
claim_verify freshness_check
2 min ago
Are any claims at risk of going stale?
1 min ago
2 claims expiring soon
Pricing claim — [src:1] published May 14, will expire in 3 days. Recommend refresh.
Hiring velocity — [src:4] last verified May 12. Careers page may have updated since.
freshness_scan source_verify
just now
⇄ 9 mentions · 5 backlinks
Context Anthropic · 12 sources · 5 entities ▾
A Anthropic Verified
Evidence 5 of 5 claims verified
Freshness Updated 2h ago
Sources 12 sources · 3 corroborated
Coverage Partnership · AI infrastructure · Enterprise
May 2026
Anthropic Diligence

Enterprise tier repriced +40% across all SKUs

14 src 5 claims 2h ago
Founder lens Open →
Sequoia Capital Coverage

Counter-bid shifts cap table math for Series E

8 src 4 claims 5h ago
Founder lens Open →
OpenAI Diligence

GPT-5 pricing rumored at 3x current API rates

11 src 3 claims 3d ago
Founder lens Open →
Bug0 Event

v2 agent runtime shipped with full MCP support

6 src 2 claims 1d ago
Founder lens Open →
Groq Theme

LPU inference costs dropping 40% per quarter

4 src 1 claim 6h ago
Founder lens Open →
DeepMind Diligence

Gemini Ultra context window extended to 2M tokens

9 src 3 claims 4h ago
Founder lens Open →
Stripe Coverage

AI-native billing module entering private beta Q3

7 src 4 claims 1h ago
Founder lens Open →
Vercel Event

v0 agent now generates full-stack Next.js apps

5 src 2 claims 8h ago
Founder lens Open →
Mistral AI Coverage

Le Chat enterprise seats growing 300% MoM in EU

6 src 2 claims 12h ago
Founder lens Open →
Perplexity Theme

Publisher revenue-share program signing 50+ outlets

10 src 3 claims 30m ago
Founder lens Open →
Anthropic Diligence

Enterprise tier repriced +40% across all SKUs

14 src 5 claims 2h ago
Founder lens Open →
Sequoia Capital Coverage

Counter-bid shifts cap table math for Series E

8 src 4 claims 5h ago
Founder lens Open →
OpenAI Diligence

GPT-5 pricing rumored at 3x current API rates

11 src 3 claims 3d ago
Founder lens Open →
Bug0 Event

v2 agent runtime shipped with full MCP support

6 src 2 claims 1d ago
Founder lens Open →
Groq Theme

LPU inference costs dropping 40% per quarter

4 src 1 claim 6h ago
Founder lens Open →
DeepMind Diligence

Gemini Ultra context window extended to 2M tokens

9 src 3 claims 4h ago
Founder lens Open →
Stripe Coverage

AI-native billing module entering private beta Q3

7 src 4 claims 1h ago
Founder lens Open →
Vercel Event

v0 agent now generates full-stack Next.js apps

5 src 2 claims 8h ago
Founder lens Open →
Mistral AI Coverage

Le Chat enterprise seats growing 300% MoM in EU

6 src 2 claims 12h ago
Founder lens Open →
Perplexity Theme

Publisher revenue-share program signing 50+ outlets

10 src 3 claims 30m ago
Founder lens Open →
Daily edition 5 entities 12 sources opus-4
Daily edition Fri, May 16 · 7 sources · 5 entities · ~3 min read cut-off 06:00 UTC
Your exposure 4 tracked entities affected · est. $2.4M annual API spend at risk · 2 active deals impacted
Need to know

- @Anthropic enterprise pricing +40% across all tiers effective June 1. New Managed Agent SKU at $0.18/1K tokens. Recalculate partnership economics before Thu board call. [src:1] [src:3]You: vendor dependency · $1.8M/yr API spend · partnership deal in negotiation Verified · 3
  Enterprise tier repriced +40% with minimal customer churn. [src:1]
  Managed Agent tier launched at $0.168/1K tokens, undercutting @OpenAI by ~20%. [src:4]
- @Sequoia Capital counter-bid at $175B ceiling reshapes cap table math. Three portfolio companies already adjusting Series B narratives. Implies 2.3x revenue multiple premium. [src:2] [src:5]You: fundraise in progress · Sequoia on term sheet · cap table model needs refresh Verified · 2
  Series E valued at $61.5B led by @Sequoia Capital. Total funding exceeds $7.3B across 6 rounds. [src:2]
  @Dario Amodei (CEO) confirmed counter-bid shifts downstream fundraise math. [src:5]
- @Bug0 v2 ships full MCP support — undercuts managed-agent pricing by ~60%. Three YC W26 companies migrated orchestration in 72 hours. Apache 2.0 license. [src:6]You: direct competitor · their MCP launch overlaps your demo day pitch Verified · 4
  v2 runtime is Apache 2.0, protocol-native MCP. Three YC W26 companies migrated in 72 hours. [src:6]
  Undercuts @Anthropic managed-agent pricing by ~60% on equivalent workloads. [src:6]
- @Groq LPU costs down 40% QoQ — $0.27/M input tokens vs. $3.00 on Claude. Inference cost floor collapsing. GA pricing ~May 28 could accelerate. [src:7]You: potential infra arbitrage · no current Groq dependency · monitor for cost optimization Estimated · 2
  LPU inference at $0.27/M input tokens — 11x cheaper than Claude at $3.00/M. [src:7]

Next best action
Review @Anthropic partnership terms before Thu board call
Enterprise repricing changes the value prop for the agent integration deal. Board wants updated numbers. @Sequoia counter-bid adds urgency—three portfolio companies already adjusting narratives. [src:1]
Daily sweep · May 16
5 items triaged from overnight signals
• @Anthropic partnership terms—escalated to Now lane
• @Sequoia cap table recalc—queued for Prep
• @Bug0 YC demo prep—deadline Fri, moved to Now
• @OpenAI report marked stale—auto-refresh queued
• Weekly deck update—deferred to Batch
What changed
A Anthropic enterprise repricing
+40%
across all plan levels, effective June 1
was: flat since Q3 2025 · $0.12/1K → $0.18/1K
→ Update partnership model slide 14. Your $1.8M annual spend becomes ~$2.5M. Board needs revised unit economics by Thu. [src:1]
S Sequoia counter-bid
$175B
valuation ceiling · 2.3x revenue premium
was: $120B (prior round, Mar 2026) · +46% ceiling lift
→ Your cap table model assumes $120B comp. Refresh with $175B ceiling before @Sequoia deadline May 26. [src:2]
B Bug0 v2 ships MCP
60%
cheaper than Anthropic managed agents · Apache 2.0
was: v1 closed-source, no MCP · now open + protocol-native
→ Your YC demo pitch needs a "why not @Bug0" slide. 3 cohort companies already switched. Prep competitive teardown by May 23. [src:6]
G Groq inference costs
$0.27
per 1M input tokens · 11x cheaper than Claude
was: $0.45/M (Q1 2026) · 40% QoQ decline · GA ~May 28
→ Model your cost floor assuming $0.20/M by Q3. If GA pricing holds, build @Groq routing into your inference stack for non-reasoning calls. [src:7]
Why now? 5 of 6 Demand-driven confidence · 3 of 6 Competitive preemption · 2 of 6 Fundraise signal
What to watch

Event | Date | Decision trigger
--- | --- | ---
Anthropic board call | May 22 | Rebalance exposure if managed agent is separate line item
Bug0 YC demo day | May 23 | Update competitive landscape if enterprise pilot announced
Sequoia term sheet deadline | May 26 | Refresh cap table model with final valuation cap

Actions

Action | Lead | Priority | Deadline
--- | --- | --- | ---
Refresh Anthropic partnership economics at new pricing | You + Agent | P0 | May 22
Update Sequoia cap table model — $175B ceiling scenario | You | P0 | May 26
Run Bug0 v2 competitive teardown — MCP reliability | Agent | P1 | May 23
Build Groq cost-floor model with GA pricing sensitivity | Agent | P1 | ~May 28

Sources
1 Anthropic Blog, "Enterprise Pricing Update," May 15 2026
2 Wall Street Journal, "Sequoia Raises Anthropic Bid," May 15 2026
3 The Information, "Inside Anthropic's Enterprise Push," May 14 2026
4 TechCrunch, "Claude 4 Enterprise Doubles MRR," May 13 2026
5 Bloomberg, "AI Valuations Surge," May 14 2026
6 Bug0 Blog, "v2 Runtime MCP Release Notes," May 12 2026
7 Reuters, "Enterprise AI Pricing Trends Q2 2026," May 10 2026
End of daily brief · May 16 2026 · 06:00 UTC cut-off
Briefing agent
Daily Edition · 4 signals · 7 reports · 12 sources
What changed today?
Three items matter most this morning:
1. Anthropic partnership terms — enterprise repricing changes the value prop for the agent integration deal. Board wants updated numbers before Thu call.
2. Sequoia counter-bid — the $175B ceiling means downstream fundraise math shifts. Three portfolio companies already adjusting their narratives.
3. Bug0 v2 shipped — their MCP runtime is now production-grade. Competitive pressure on our demo timeline for the YC meeting.
▶ 3 steps completed · entity_scan, signal_rank, source_verify
Entities
A Anthropic Verified
S Sequoia Review
B Bug0 Verified
O OpenAI Review
G Groq Verified
Recent threads
Anthropic pricing impact analysis 2h
Sequoia cap table scenarios 5h
Bug0 v2 competitive teardown 1d
Weekly fundraise deck review 2d
Threads
Active
AI Infrastructure Coverage
3 reports need attention
2m
Recent
Anthropic deep dive
Enterprise tier repriced +40%
1h
Fundraise Watch refresh
2 new signals from PitchBook
3h
Weekly portfolio review
All 5 targets stable
1d
Bug0 competitive analysis
SOC 2 certificate not publicly filed
2d
Archived
Mistral EU regulation
EU AI Act compliance review
5d
Sequoia partnership signals
Alfred Lin board seat confirmed
1w
Coverage agent AI Infrastructure Coverage · 5 entities
0 results
⚙ Context loaded · 5 entities · 48 sources · 312 claims 5 min ago
◉ Spawned research-agent · scanning 12 sources
Which reports need the most attention right now?
4 min ago
↻ Routed to deep-analysis model for multi-entity comparison
▶ Ran source_scan on 5 entities · 3 stale detected
source_scan(openai) → 2/5 expired
source_scan(mistral) → gathering
source_scan(deepmind) → 1/3 verifiable
⏱ 8 steps · 3.1s · $0.02 ▸
⚙
source_scan
480ms 5 entities
⚙
staleness_check
210ms 3 stale
⚲
web_search
650ms OpenAI
⚲
web_search
340ms Mistral
⚲
web_search
290ms DeepMind
◈
compare_coverage
940ms Opus 4
⚙
rank_urgency
120ms sorted
⚙
format_response
70ms
5,840 tok in 980 tok out Opus 4 primary
The scan found three entities with degraded coverage. OpenAI has the most urgent gaps — two of five tracked claims expired three days ago and haven't been refreshed. Mistral is still in gathering phase with only two sources found. Google DeepMind has one verifiable source remaining out of three.
3 reports need attention
OpenAI — Evidence expired 3 days ago, 2 of 5 claims stale. Needs refresh.
Mistral — Agent still gathering sources. 2 found so far, extraction in progress.
Google DeepMind — No new signals in 5 days, only 1 of 3 sources still verifiable.
source_scan claim_verify freshness_check
3 min ago
▷ Ran 3 commands, used web search
web_search("OpenAI pricing 2026")
web_search("Mistral EU AI Act")
entity_diff(anthropic, since: "2026-05-13")
✓ research-agent completed · 3 new signals extracted
What changed with Anthropic since yesterday?
2 min ago
⇄ Context narrowed to Anthropic · 12 sources · 3 corroborated
Δ Edited 1 file · updated entity profile
anthropic.entity.json → pricing.enterprise_tier
⏱ 6 steps · 4.2s · $0.03 ▸
⚙
entity_diff
320ms Anthropic
⚲
web_search
890ms 3 results
◈
signal_extract
1.2s Opus 4
⚙
coverage_check
180ms 5 entities
⚲
web_search
740ms OpenAI
◈
signal_extract
980ms Opus 4
8,412 tok in 1,204 tok out Opus 4 primary
Three material changes since yesterday. The enterprise tier repricing is the biggest — a 40% increase with minimal reported churn signals strong pricing power. The Managed Agent tier launch at $0.168/1K tokens undercuts OpenAI by roughly 20%, which will likely accelerate enterprise migration. Three new enterprise references were confirmed across public filings.
Anthropic — 3 new signals
Enterprise tier repriced +40% with minimal churn. Managed Agent tier launched at $0.168/1K tokens, undercutting OpenAI by ~20%. Three new enterprise references confirmed in the last 30 days.
entity_diff signal_extract web_search
just now
✎ 1 report updated
+3 signals

- ent entities/Anthropic +3 signals -1 expired ▸
  Pricing and competitive positioning updated
  + pricing.enterprise_tier: $0.168/1K → confirmed
  + competitive.vs_openai: -20% undercut signal
  + references.enterprise: +3 new (public filings)
  - pricing.legacy_tier: removed (deprecated May 1)

◇ Created anthropic-signals-may14.pdf
Refreshing OpenAI sources…
✎ 1 entity updated, 1 memo created
+3 signals

- ent entities/Anthropic +3 signals -1 expired ▸
  Pricing and competitive positioning updated
  + pricing.enterprise_tier: $0.168/1K — confirmed
  + competitive.vs_openai: -20% undercut signal
  + references.enterprise: +3 new (public filings)
  - pricing.legacy_tier: removed (deprecated May 1)
- doc memos/anthropic-signals-may14.pdf created ▸
  Coverage memo — 3 new signals, 5 sources verified
  Entity: Anthropic · Coverage: 5/5 active
  + Enterprise tier repriced +40%, minimal churn
  + Managed Agent tier undercuts OpenAI by ~20%
  + 3 enterprise references confirmed (public filings)

Live preview · pricing-comparison.html
▸ Applied tiering policy to 2,847 entities
◦ 5 steps · 4.2s

I classified all 2,847 entities in the AI Infrastructure universe against the tiering policy you pasted. 50 qualify as Strategic (Tier 1), 213 as Watch (Tier 2), and 2,583 as Monitor. The biggest cluster is Cybersecurity at Tier 3 — mostly early-stage companies without enterprise references yet.

✎ 2,847 entities classified 5 sectors

- vis artifacts/portfolio-tiering.html created

Live preview · portfolio-tiering.html
▸ Generated presentation from coverage data
◦ 3 steps · 2.1s

I assembled a 6-slide interactive briefing from this week’s coverage. It covers portfolio metrics, key movements, pricing landscape, and the signal timeline. You can navigate slides with arrow keys or the dots on the right.

▶ Generated interactive presentation 6 slides Glass NodeBench preset
Presentation · coverage-briefing.html
What’s Anthropic’s latest valuation?
▸ Searched 2 sources · 0.8s

$60 billion as of the Series E close (March 2025), per Lightspeed and Spark Capital filings.Reuters · Crunchbase

Compare Anthropic vs OpenAI on enterprise readiness
▸ Compared across 4 dimensions
◦ 3 steps · 1.4s

Here’s the side-by-side on enterprise readiness. Anthropic leads on pricing and compliance; OpenAI leads on ecosystem breadth and model variety.

Dimension | Anthropic | OpenAI
--- | --- | ---
Enterprise pricing | $0.168/1K tok | $0.200/1K tok
SOC 2 compliance | Type II certified | Type II certified
Model catalog depth | 3 families | 7 families
SLA uptime guarantee | 99.95% | 99.9%
Data residency options | US, EU | US, EU, APAC
Enterprise references (30d) | +3 new | -1 expired

⚠ Signal detected — 2 min ago
▸ Auto-triggered by monitoring rule

OpenAI just updated their pricing page. The GPT-4.1 mini tier dropped from $0.40 to $0.15 per 1M input tokens — a 62% reduction. This undercuts Anthropic’s Haiku tier and may trigger a response. I’ve flagged it for the competitive pricing tracker.

⚠ Competitive alert OpenAI pricing change 1 signal
Refresh all 5 entity reports
▸ Refreshing 5 entity reports…
✓ 3 of 5 refreshed
✗ 2 failed — see details below

Refreshed Anthropic, Sequoia Capital, and Bug0 successfully. OpenAI’s source returned a 429 (rate-limited) and Mistral’s careers page is returning a 404 — looks like they restructured their site.

✓ Anthropic — 3 new signals ingested
✓ Sequoia Capital — term sheet updated
✓ Bug0 — pricing change confirmed
✗ OpenAI — rate-limited (429) after 3 retries
Scheduled retry: 2026-05-15 05:00 UTC
✗ Mistral — careers page 404
Flagged for manual source update
Focus the pricing comparison on just enterprise tiers
▸ Updated comparison · filtered to enterprise tiers only

Done — I’ve narrowed the pricing comparison to enterprise tiers only. The managed-agent and consumer tiers are excluded now. Want me to add historical pricing from last quarter?

Actually, add historical pricing from last quarter too
▸ Added Q1 2026 historical data
◦ 2 steps · 1.8s · pulled from pricing-history table

Added. The enterprise tier comparison now includes Q1 2026 baselines. Anthropic’s enterprise tier went from $15/1M to $21/1M (+40%), while OpenAI held flat. I regenerated the artifact — the delta column is new.

✎ Updated artifact pricing-comparison.html +1 column

- vis artifacts/pricing-comparison.html +12 -3

Draft an investment committee memo on the Anthropic pricing changes
▸ Researching Anthropic tier changes
▸ Cross-referencing 8 sources
▸ Drafting memo for IC review
◦ 6 steps · 4.8s · $0.04

Here’s the draft investment committee memo. It covers the pricing move, competitive positioning, churn signal analysis, and a recommended action. I structured it for a 5-minute read with an executive summary up top.

✎ New document created Investment memo 4 sections

- doc memos/anthropic-ic-memo-may15.pdf created

What’s the latest on Mistral?

I found 3 entities matching “Mistral” in the coverage universe. Which one are you asking about?

Export the coverage data as JSON
▸ Exported 5 entities · 87 fields

Here’s the structured coverage data. Includes entity metadata, latest signals, pricing, and coverage scores.

json
{ "entities": [ { "slug": "anthropic", "tier": "strategic", "coverage_score": 0.94, "signals_30d": 12, "pricing": { "enterprise": "$21/1M tokens", "managed_agent": "$0.168/1K tokens" }, "last_verified": "2026-05-14T18:32:00Z" }, // ... 4 more entities ], "exported_at": "2026-05-15T14:22:00Z", "total_fields": 87 }
Verify: Anthropic enterprise churn is under 2%
▸ Verified against 4 sources

Fact-checked the claim. The enterprise churn figure is partially verified — one source confirms, two are directional but not specific, and one contradicts.

“Anthropic enterprise churn is under 2%”
verified Enterprise tier repriced +40% with minimal reported churn Reuters
partial “Low single-digit churn” cited but no exact figure given The Information
partial Customer survey: 92% renewal intent (directional, not actual) Bessemer BVP
contradicts Competitor report claims 5-8% switching to OpenAI enterprise Gartner
Alert me if OpenAI changes pricing
▸ Monitor configured

Set up a pricing monitor for OpenAI. I’ll check their pricing page every 6 hours and alert you if any tier changes by more than 5%.

🕑
Monitor active: OpenAI pricing page
Frequency: every 6h · Threshold: >5% change · Alert: in-app + email
Next check: 2026-05-15 20:00 UTC
Give me the weekly coverage digest
▸ Synthesized 14 signals across 5 entities
◦ 4 steps · 2.6s

Here’s your weekly coverage digest. TL;DR: Anthropic is the main story this week (pricing + enterprise traction). OpenAI has signal decay. Bug0 is the emerging competitive threat worth watching.

★ Weekly digest ready 5 entities 14 signals

- doc digests/weekly-coverage-may12-18.pdf created

Wait — does the OpenAI price drop change the Anthropic competitive story?
▸ Used context from 3 earlier messages

Based on the Anthropic pricing data we pulled earlier and the OpenAI alert — yes, Anthropic’s managed-agent tier at $0.168 is now more expensive than OpenAI’s updated mini tier at $0.15/1M. This reverses the competitive advantage we noted 10 minutes ago. I’d recommend updating the IC memo before it goes out.

`↵` to send
doc anthropic-signals-may14.pdf memos/
Memo summary

Coverage update for Anthropic generated from 5 active sources. Three material signals identified: enterprise tier repricing (+40%), Managed Agent tier launch (undercuts OpenAI by ~20%), and three new enterprise references confirmed via public filings.

Signals
Pricing Enterprise tier repriced +40% with minimal reported churn
Competitive Managed Agent tier at $0.168/1K undercuts OpenAI by ~20%
References +3 enterprise references confirmed in public filings (last 30d)
Sources verified
● SEC EDGAR — quarterly filing, verified
● Bloomberg Terminal — pricing data, live
● PitchBook — enterprise references, updated 2h ago
● Web search — 3 corroborating articles
● Anthropic blog — official announcement, May 12
Metadata
Generated: May 14, 2026 at 2:34 PM
Agent: Coverage orchestrator · 12 tool calls · 4.2s
Confidence: High (5/5 sources active, 3 corroborated)
Format: PDF · 2 pages · 4.1 KB
ent Anthropic entities/
Fields changed
Enterprise tier Standard pricing → $0.168/1K tokens (+40% reprice)
Competitive Undercuts OpenAI by ~20% on Managed Agent tier
References +3 enterprise references (public filings, last 30d)
Legacy tier Deprecated May 1 — removed from active tracking
Founded 2021 · San Francisco
Stage Series D · $7.3B total raised
Coverage 5/5 sources active · last refreshed 2m ago
3 new signals
● Enterprise tier repriced +40% with minimal churn signal
● Managed Agent tier at $0.168/1K undercuts OpenAI by ~20%
● Three new enterprise references confirmed in public filings
vis pricing-comparison.html artifacts/anthropic/
Source
<!DOCTYPE html> <html><head><style> * { margin: 0; box-sizing: border-box } body { background: #0f1011; color: #e8e4df; font-family: system-ui, sans-serif; padding: 20px } h3 { font-size: 11px; text-transform: uppercase; letter-spacing: 0.08em; color: #8a8580; margin-bottom: 12px } .grid { display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 12px } .card { border: 1px solid rgba(255,255,255,0.06); border-radius: 8px; padding: 14px; background: rgba(255,255,255,0.02) } .card-name { font-size: 12px; font-weight: 600; margin-bottom: 8px } .card-price { font-size: 20px; font-weight: 700 } .card-price span { font-size: 10px; color: #8a8580 } .c1 .card-price { color: #d97757 } .c2 .card-price { color: #8a8580 } .c3 .card-price { color: #60a5fa } </style></head><body> <h3>Managed Agent Tier — Price / 1K tokens</h3> <div class="grid"> <div class="card c1"> <div class="card-name">Anthropic</div> <div class="card-price">$0.168 <span>/1K tok</span></div> </div> <div class="card c2"> <div class="card-name">OpenAI</div> <div class="card-price">$0.200 <span>/1K tok</span></div> </div> <div class="card c3"> <div class="card-name">Mistral</div> <div class="card-price">$0.150 <span>/1K tok</span></div> </div> </div> </body></html>
Live preview
Agent Run Trace 16 steps · 4.4s · $0.05
Span
0s 1s 2s 3s 4.4s
› Context loaded
0.3s
load_context 48 src
claim_index 312
› Graph ctx cluster
0.2s
neighborhood 34
attention_score 13 vis
fork · 3 branches
› Source scan 3 stale
1.1s
source_scan 5 ent
refresh 3 ok
refresh 2 fail
› Anthropic entity
2.2s
›Research
0.6s
web_search$0.01
source_scan 12 src
›Cross-reference
0.4s
claim_verify 8 claims
›Extract
0.7s
signal_extract$0.02
entity_update
Verify
0.5s
Pricing comp
0.8s
Feature matrix
0.7s
join
› IC memo $0.04
1.6s
›Research
0.4s
web_search
›Cross-ref
0.4s
cross_ref 8 src
›Draft
0.8s
draft_memo$0.03
Weekly digest email
0.6s
8 outputs 16 tool calls 4.4s wall clock $0.05 cost 2 failures
Progress
Scanned 5 entities for staleness
Identified 3 reports needing attention
Extracted Anthropic signals
Refreshing OpenAI sources
Verify Mistral extraction
Generate coverage memo
Artifacts
◇anthropic-signals-may14.pdf pdf
◇coverage-report-snapshot.png img
◇entity-diff-anthropic.json json
Show 2 more
Agents
Coverage orchestrator
Research explorer
Verify analyst
Extract worker
Sources
◈Convex
◈Web search
◈MCP tools
◈Bloomberg
◈PitchBook
12
Tool calls
4.2s
Total latency
8,412
Tokens in
$0.03
Est. cost
⚙
entity_diff
320ms Anthropic
⚲
web_search
890ms 3 results
◈
signal_extract
1.2s Opus 4
⚙
coverage_check
180ms 5 entities
⚲
web_search
740ms OpenAI
◈
signal_extract
980ms Opus 4
Model usage
Opus 4 6,240 tok
Haiku 4 1,820 tok
Gemini Flash 352 tok
▾ Sources
`j`/`k` navigate · `a` act · `d` delete

## Inbox

53 items · 4 need action
4
Must clear
7
Prep
42
Batch / Defer
Now / Selected 91 strong
Anthropic partnership terms — board call Thu
Enterprise repricing changes the value prop for the agent integration deal. Board wants updated numbers before Thursday call.
Next: Open memo, model three scenarios (absorb / pass-through / renegotiate).
Why now? Thursday deadline, $1.2M ARR impact, board expects updated projections.
Signal match
Active deal, deadline-driven, revenue impact
active deal deadline
Evidence
3 public-source signals + internal cost model
verified
Calendar
Board call Thursday 2pm PT
Thu May 22, 2:00 PM

1. 1 Now Anthropic partnership terms — board call Thu Open memo →
2. 2 Now Series B term sheet from Sequoia — deadline Wed Draft reply →
3. 3 Now Customer churn spike in SMB — 3 flagged accounts Research →
4. 4 Now Bug0 dropped enterprise pricing to $199/seat Read brief →
5. 5 Prep Board deck Q2 financials — CFO updated projections Review →
6. 6 Prep Weekly hiring pipeline — 4 senior eng in final round Open report →
7. 7 Check Patent filing status for agent orchestration — USPTO pending Check →
8. 8 Report Customer feedback digest — NPS survey 340 responses Open report →

Anthropic partnership terms
Now · Signal 91 · Deadline Thu May 22

Anthropic's updated enterprise pricing model prices the partnership tier 40% above Q1 rates, compressing projected margin on the joint GTM by roughly $1.2M ARR in year one.

The increase is not uniform — API compute stays flat, but the Managed Agent tier moves from $0.12/1K tokens to $0.168/1K tokens. At projected 14M tokens/day usage, that adds $940/day or roughly $343K/yr in direct cost.

Three scenarios to model before board call:

(a) Absorb cost — margin compression

(b) Pass-through to customer pricing

(c) Renegotiate tier with Anthropic

Sources
[1] Anthropic Blog, May 10 2026
[2] Sequoia Term Sheet Rev. 3
[3] Internal cost model, rev. May 11
USER.md Your identity file · last edited 12m ago
# USER.md
## Identity
name: Homen Shum
role: Founder · Builder-analyst hybrid
background: Banking/finance + data engineering + agentic AI + product/UI
edge: Context ingestion → structure → execution
## Decision style
bias: Action over analysis. Ship → measure → iterate.
anti-pattern: Perfectionism disguised as rigor
reset-trigger: Spiraling, stuck choosing, doomscrolling
## Voice
tone: Direct, tactical, specific. Push back when rationalizing.
format: Prefer testable outputs — schemas, checklists, tables, runnable snippets.
length: Concise. No fluff. No motivational speech unless asked.
## Watchlist
entities: Anthropic, Sequoia, Bug0, OpenAI, Groq
topics: MCP protocol, agent benchmarks, enterprise AI pricing
competitors: Bug0, Canary, Pensieve
Runtime · How USER.md powers reports, chats, and agents
How NodeBench sees you
Founder / banker lens
Concise, evidence-led, report-first. Avoid generic corporate tone.
Existing runtime
5 active rules
Completion traceability, analyst diagnostic, self-direction, scenario testing, agentic reliability.
Report shaping
Evidence-first
Reports prioritize hard numbers, source citations, and falsifiable claims over narrative.
Integrations
HubSpot Connected
Notion Connected
Linear Available
Slack Available
Gmail Available
Plan + credits
Founder · $49/mo
8 paid calls used / 200
Active
Profile agent
USER.md · 5 permissions · 7 sessions today
Voice profile
Tone Direct, no fluff, push back
Format Tables, checklists, schemas
Length Concise — signal > words
Anti-pattern Motivational speech, vague recs
In the last 7 sessions, you shortened 4 of my outputs and asked for “just the decision.” I updated your voice profile to bias toward shorter, verdict-first responses.
▶ 2 steps · session_scan, profile_update
🔍 esc