What I read this week...
Week 113
STRATEGY & MANAGEMENT
Anthropic revenue tied to two customers as AI pricing war threatens margins (Venture Beat)
“The convergence of customer concentration and pricing pressure places Anthropic at a strategic crossroads. The company must simultaneously defend its existing coding partnerships while expanding into new markets, all while potentially restructuring its pricing to remain competitive with GPT-5… Industry observers note that model switching costs remain relatively low, with 66% of enterprises upgrading within existing providers rather than switching vendors. However, the dramatic price differential introduced by GPT-5 could overcome typical switching inertia, especially for cost-conscious enterprises facing budget pressures…”
Global Smart Glasses Shipments Soared 110% YoY in H1 2025, With Meta Capturing Over 70% Share (Counterpoint)
How ‘Buy Now, Pay Later’ Makes Billions From ‘Free’ Loans (WSJ)
Replit's CEO apologizes after its AI agent wiped a company's code base in a test run and lied about it (Business Insider)
Gen Z Graduates Are in Crisis (ColdFusion)
“From the threat of AI taking jobs to a sluggish job market, Gen Z new graduates are being hit from all sides. But how did it get so bad and what's the solution?..”
INDIA
Is OTT killing India's ₹12,000 crore Cinema Industry? (Breakdown)
Lenskart to Bluestone: why startup founders headed for IPOs suddenly love being ‘promoters’(The Ken)
Strategic Musings
“You may accumulate a vast amount of knowledge but it will be of far less value to you than a much smaller amount if you have not thought it over for yourself; because only through ordering what you know by comparing every truth with every other truth can you take complete possession of your knowledge and get it into your power.” — Arthur Schopenhauer
Caught my eye…
