The Business of AI — Page 3

Mandiant's founder has raised $255.5m for a company whose agents attack its customers every day

Armadin runs agents that find weaknesses and chain them into validated attack paths. The pitch is that defence can only keep pace if it is tested against the same thing.

Anthropic cuts off an enterprise customer's discount the moment it uses up its tokens, and OpenAI gives them a month

The gap is small on paper and large in a procurement cycle. One customer that spends tens of millions a year has already moved its primary supplier because of it.

Anthropic could start marketing its listing in the week of 9 November, leaving it a fortnight to trade before Thanksgiving

The window is narrow: dealmaking stops around the 26 November holiday. Anthropic filed a confidential draft prospectus on 1 June and has been slipping its timetable since.

Cloudflare has turned on a paywall that bills the agent instead of asking it to log in

The closed beta is open to US sellers and buyers only. Four products are already charging through it, including Cloudflare's own AI Gateway.

Cloudflare will bill AI companies when they use a publisher's work, not when they crawl it

The design puts the meter on the AI company's side: usage is self-reported through a single API, and Cloudflare says it verifies the reports. No buyers were named at launch.