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⚡️Anthropic reveals AI's real ROI
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1. 🔒 Access secure AI for work with Innovating with AI
2. ⚡️Anthropic reveals AI's real ROI
3. 💼 The Deployment Report
4. 🛡️ Take back your privacy with Incogni
5. 🗞️ The News Bulletin
6. 🎙️ In This Episode…
7. 🤝 Executive AI Roles, powered by Jack and Jill
TOGETHER WITH INNOVATING WITH AI
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The documents where AI would help most — contracts, client records, financials, HR files — are usually the ones you can't send to a public AI provider. So the biggest wins stay manual, or your team uses AI anyway on terms you don't like.
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We build custom agents for document review, research, drafting, analysis and client intake that work with the tools your team already uses. It's built for law firms, financial firms and any organization that handles sensitive data.
Latest in AI
⚡️Anthropic reveals AI's real ROI
🚨 Our Report
Anthropic launched a new suite of reporting tools that let enterprise teams track what they're getting for their AI token spend. Using internal analytics and employee surveys, managers can now view team output over a given date range, costs, and workflow breakdowns—with recommendations on how to improve results.
🔓 Key Points
The reporting tools arrive as Anthropic recorded an operating profit in Q2 2026 and 900% net revenue retention, meaning the same customers spent nine times more year-over-year—driven largely by Claude Code adoption.
Anthropic won't use customer data from these reports for model training by default. The company is also creating pooled group budgets to help teams manage token spending more effectively.
According to Jellyfish data covering 276,000 developers, Claude Code now accounts for nearly a third of all proposed code changes submitted for review, with spending up 10x since the start of 2026—now equal to about 2% of total engineering costs.
🔐 Relevance
For enterprise teams, this addresses the ROI question CFOs have been asking: what are we actually buying with AI spend? The tools give managers visibility into where workflows break down and how to optimize. With spending growing faster than most finance teams budgeted for, Anthropic is betting that transparency and optimization tools will keep customers from switching vendors—especially after they've invested in custom workflows and forward-deployed engineering support.
THE DEPLOYMENT REPORT
Sponsored by Agentic Brain, see how they're automating deployment →
Cirque du Soleil's AP team took 30 minutes per vendor inquiry. Here's how AI cut it to 2 minutes.
Steal this: Pull your AP inbox for the last 30 days. Count invoice status inquiries from vendors. If they exceed 30% of total emails, you're burning hours on questions that don't require human judgment. Calculate average response time for these inquiries. If it's over 10 minutes, map the steps your team takes to answer them—that's where automation should start.
TOGETHER WITH INCOGNI
Your email reveals more than you think
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EXECUTIVES TOOLS RADAR
In partnership with Atrios
Curated AI solutions for operations, leadership, and enterprise scale.
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🤖 Charlemagne Labs — Charlemagne Labs builds an AI security agent that protects your team from scams, hackers, and data leaks, working privately on each device.
Who it’s for: Employees who use company-managed laptops for business
See Charlemagne Labs Benefits →
OpenAI plans to buy chips from Google as part of its AI build-out
OpenAI is in discussions with Google to purchase AI chips as the company accelerates its infrastructure expansion. The move signals OpenAI's strategy to diversify its hardware supply chain beyond its existing relationships with NVIDIA and other chipmakers.
Why it matters: As compute demand outpaces supply, OpenAI is securing multiple chip sources to avoid bottlenecks. Google's Tensor Processing Units could provide an alternative to NVIDIA's dominant GPUs, giving OpenAI more flexibility in deployment and potentially reducing dependency on a single vendor.
THE MONEY
Two of the largest AI infrastructure deals this week bypassed compute entirely. As hyperscalers exhaust grid capacity and fight for reliable electricity, investors are backing energy infrastructure that can keep data centers running. The shift signals a fundamental constraint emerging across the AI supply chain—it's not about building better models anymore, it's about keeping them powered on.
Deals to know:
Broadcom/Anthropic SPV (Project financing, $63B) -- Bank of America, Citi, Morgan Stanley, and Blackstone finance AI chip and networking gear for Anthropic through a special purpose vehicle. Broadcom provides residual value guarantees. Deliveries begin 2027. Investors: Bank of America, Citi, Morgan Stanley, Blackstone
Constellation Energy (Government loan, $5B) -- DOE financing to expand nuclear capacity by 1.1 GW across eight power plants. Most output already contracted to Google, Amazon, and Meta for AI data centers. Lowers capital costs for $7B in reactor upgrades.
Signal: Capital is flowing to infrastructure that guarantees power delivery, not model performance. Energy access now commands financing packages larger than most AI labs' total valuations.
EXECUTIVE AI ROLES
Founding Account Executive
Fancysauce Inc. · San Francisco, CA
Help solve the multimillion-dollar visibility problem for companies betting big on AI.
Software Engineer
Assembled · San Francisco, CA · $180k-$290k + Equity
Build the systems that monitor real-time staffing and volume, creating autonomous agents that make high-stakes decisions for brands like DoorDash and Sephora.
Business Development Representative
Refold AI · San Francisco, CA
Use AI tools to research triggers and engage CTOs.
AI NEWS
🎙️ Nia Samady, VP of Global Partner Success at Salesforce, joins Kyle to discuss what it takes for AI agent projects to succeed with customers. WATCH HERE
🔌 POLICY: Illinois deploys the most comprehensive AI governance framework in the US—25 laws now active, frontier model reporting starts January 1, 2027. LEARN MORE
💰 ECON NEWS: GitHub Copilot Fusion routes coding tasks across multiple models to achieve near-Opus 5.5 performance at $5.59 per task versus $11.42—approximately 51% less—using half the tokens. FULL STORY
💻 MEDIA NEWS: Google expands AI Search ads globally as core advertising growth decelerates from 19% to 12% year-over-year, betting Gemini-powered conversational ads can offset slowing traditional search revenue. FULL STORY
🛡️ SECURITY NEWS: Millions of AI-generated hacking attempts failed to exploit PHP vulnerabilities this month, delivering a Y2K-style lesson as coordinated patching and unexpectedly high attack difficulty prevented the anticipated "breachpocalypse." FULL STORY
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FROM THE AI REPORT PRO
More context isn’t always better
In this week’s live session, the Agentic Brain team showed how to get the best results from Claude. The secret is in the memory and context you give it. Give each piece of work its own project, keep anything irrelevant out of it, and check Claude’s memory now and then to delete what no longer applies. Pro members can watch the full recording.
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Until next time, The AI Report Team.
