Enterprise AI Weekly | EP11 | GPT-6 Astra | Wall St. Wants AI Returns! Cheap Tokens?
The most capable AI model anyone has shipped came out this week, and the market did the opposite of cheering. In EP11 of Enterprise AI Weekly, I put three stories from the same seven days against each other, and they tell one story about where enterprise AI is heading for the rest of the year. OpenAI shipped GPT-6 Astra, by their own account the best model they have built. Broadcom's AI chip revenue more than tripled to 16.7 billion dollars in a quarter, and the stock fell anyway. And Anthropic is finalizing 15 billion dollars in debt, right before its IPO, to keep buying compute. Capability is basically solved. What changed this week is the question the market is asking. It moved from how much are you spending on AI, to what is that spend giving back. If Wall Street is now grading the AI winners on return, your board is about to grade your AI budget the same way. I also close on a bit of Friday AI cringe, and why "tokens keep getting cheaper" does not survive contact with a real enterprise workload. Directional as always. The data is public. Check my math, and tell me if you see it differently. Chapters 00:00 The most capable model yet, and a wary market 00:55 Broadcom tripled AI revenue and got sold off 02:20 The pattern: IBM, Figma, Oracle, and now this 02:55 Anthropic borrows 15 billion to keep building 03:40 A Friday word on who to trust with your budget 05:10 The one question for your weekend Enterprise AI Weekly is a Friday roundup on the economics of enterprise AI, from Paul Brzozowski, co-founder of Olakai. Your AI is an investment. Let's measure it like one. #EnterpriseAI #AIROI #GPT6 #Broadcom #Anthropic #FinOps #AIgovernance #AITokenomics
