Skip to content
Cut to the source.The real-time AI news wire.
Saved in a cookie.
Subscribe
NewsletterAboutModels & ResearchAI AgentsAI DevelopmentInfrastructure & HardwareImage, Video & AudioRobotics & Autonomous SystemsBusiness & IndustryPolicy & RegulationSafety & SecurityBenchmarks & EvaluationOpen Source & CommunityAI in Society
Models & ResearchAI AgentsAI DevelopmentInfrastructure & HardwareImage, Video & AudioRobotics & Autonomous SystemsBusiness & IndustryPolicy & RegulationSafety & SecurityBenchmarks & EvaluationOpen Source & CommunityAI in Society
Robotics & Autonomous SystemsBusiness & IndustryPolicy & RegulationSafety & SecurityBenchmarks & EvaluationOpen Source & CommunityAI in Society

9 NovBusiness & Industryaswathdamodaran.substack.com

Deconstructing the AI Trade: AI Builders, AI Supplies and AI Products!

AIAI-generated summary The post examines the different categories of companies involved in the artificial intelligence market, including AI builders, AI suppliers, and AI products. The author notes that while these groups initially benefited from overall optimism, market turbulence and diverging business interests may cause their trajectories to separate.

Read at aswathdamodaran.substack.com

Share onXLinkedInBlueskyEmail

Latest stories

  • Brevis has launched Arca, a free app that allows users to sell AI chats and coding sessions they have on their computer.

    11 November 2026

    @testingcatalog

  • Cognitiv Taps FreeWheel for the First Time, Giving Advertisers Direct Access to Premium CTV Supply Through Deep Learning

    11 November 2026

    martechseries.com — Cognitiv, the leading advanced performance partner powered by deep learning, announced an integration with FreeWheel, a global technology platform for the television advertising ecosystem, deepening Cognitiv’s growing Connected TV (CTV) offering.

  • New on the radar: midm-k-3.0-pro appeared in OpenRouter catalog

    11 November 2026

    artificialwatch.com — kt/midm-k-3.0-pro first appeared in OpenRouter catalog at 2026-11-11 00:40 UTC ($0.20/$0.80 per 1M, 261,795-token context).

  • Claude Code AI Discovers Technique to Turn Dormant Model Neurons Into Hidden Malware Triggers

    11 November 2026

    cybersecuritynews.com — Researchers used Claude Code to uncover an AI backdoor that alters fewer than 10 neurons, turning models into sleeper agents.

  • Nvidia stock gets a rare Wall Street downgrade on supply issues By Investing.com

    investing.com — Nvidia stock gets a rare Wall Street downgrade on supply issues

TruncatedTruncated

Continuous coverage across AI research, agentic systems, infrastructure, and regulation.

Content

  • Latest
  • Archive
  • Topics
  • Newsletter
  • RSS Feed

About

  • About
  • Developers
  • Advertise

Legal

  • Impressum
  • Privacy Policy
  • Terms & Conditions
  • Disclaimer
  • Contact

© 2026 Truncated. All rights reserved.

Truncated™ is a trademark of Three Things Media.