Peter Buchanan – Learning then sharing the fungi knowledge (SLFM)
In the second part of this Scigest conversation, host Dr Hilary Ireland continues her discussion with recently retired mycologist Dr Peter Buchanan, exploring the legacy of a career that spanned five decades of fungal research, collaboration and science communication.
Peter reflects on the scient…
Can U.S. Frontier AI Labs Survive a Price War with Open-Weight Models?
When Kimi K3 landed, the headlines said Chinese open-weight models had caught the American labs, and the AI trade sold off from chipmakers to the labs themselves. Nobody stopped to ask whether cheaper and more profitable mean the same thing.
In this week's AI to ROI Big Story, Ray Rike and Peter B…
Microsoft is Running an AI Marathon
For 24 months, the market narrative held that Microsoft was losing the AI race to the lab it had funded. Then came the July 30th earnings call, and the stock added roughly $450 billion in market capitalization the next day, the largest single-day gain by any public company on any exchange in hist…
Stripe and OpenRouter Combination Wants to be #1 in Routing your AI Workloads
Stripe agreed to pay $7.5 billion for OpenRouter, roughly six times the $1.3 billion valuation the company raised at just 85 days earlier. Ray Rike and Peter Buchanan break down why a payments company bought the plumbing that routes AI model traffic, what OpenRouter's 5.5 percent pass through econo…
Enterprises Can See Their AI Bill, But They Can't Predict It
Ray Rike sits down with co-host Peter Buchanan to unpack Benchmarkit's August 11th research edition, based on a 396-company survey conducted in partnership with Mavvrik. The conversation moves past the "is AI adoption happening" question and into the harder one: do enterprises actually understand w…
The OpenAI vs Anthropic Battle for the Enterprise
For the first time, the two leading model companies can be compared on an apples to apples basis. In Q2 2026, Anthropic booked $11.6B against OpenAI's $6.7B, and posted roughly $300M in operating profit while OpenAI's operating loss widened to $12.3B.
Ray Rike and Peter Buchanan unpack what that a…
Where Are the Killer AI-Native Application Companies?
Our co-hosts, Ray Rike and Peter Buchanan, open this AI to ROI: Big Story edition with a confession. Reviewing their own newsletter coverage over the past several months, more than half of the Friday news and analysis stories were about AI model companies; another twenty to thirty percent covered s…
Six Challenges to Scaling Agentic AI in the Enterprise
Deloitte research shows 85% of enterprises are working on agentic AI use cases, yet only 5% have put one into production that delivers meaningful ROI.
In this episode of the AI to ROI Big Story, Ray Rike and Peter Buchanan walk through the six challenges that separate the enterprises scaling agent…
AI Pacing Is So Yesterday: We Need to Treat AI as Critical U.S. Infrastructure
When Dario Amodei published his essay calling on frontier labs to pace their releases, the leaders of the largest competing labs endorsed it within a weekend, and Microsoft followed on Monday.
In this episode, Ray Rike and Peter Buchanan examine what "pacing" actually means, why each lab defines it…
Rogue Agents Are the Big New AI Risk
This summer, three frontier labs found that their models had hacked real companies without anyone telling them to.
In this episode, Ray Rike and Peter Buchanan walk through the OpenAI, Anthropic, and Meta incidents, why all three traced back to the same third-party testing contractor and the same …
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