Asa Fitch / Wall Street Journal:
A look at Anthropic's success with corporate AI, which makes up ~80% of its revenue; a July report put its enterprise API market share at 32% vs. OpenAI's 25%  —  Anthropic, backed by Amazon and Google, is focusing on corporate customers rather than the mass market

Ashley Capoot / CNBC:
OpenAI urges the US to commit to building 100GW of new energy capacity each year to stay ahead of China in AI, and says “electrons are the new oil”  —  OpenAI on Monday said the U.S. needs to substantially ramp up its investment in new energy capacity if it wants to stay ahead …

Milana Vinn / Reuters:
Sources: SAP is considering a new bid for accounting software company BlackLine, after its previous bid of nearly $4.5B was rejected in June  —  - Previous $66 per share offer was rejected in June, a source says  — SAP is a key customer, accounting for nearly 30% of BlackLine's revenue

Greg Bensinger / Reuters:
Sources: Amazon plans to lay off ~10% of corporate staff, or ~30,000 people, its largest layoffs since 2022, to reduce costs and address pandemic overhiring  —  Amazon (AMZN.O) is planning to cut as many as 30,000 corporate jobs beginning Tuesday, as the company works to pare expenses …

Annie Palmer / CNBC:
Filing: iRobot says its last potential buyer withdrew from the process and its financials remain dire, following Amazon abandoning a 2024 bid; IRBT drops 33%+  —  Shares of iRobot plunged 33% on Monday after the company warned its search for a buyer has hit a substantial roadblock and its financial condition remains dire.