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Applied AI·July 30, 2026·1 min read

LSEG Boosts Guidance as AI Rollout Adds to Record First Half

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When a data and trading backbone raises guidance explicitly off AI traction, it validates that buyers will pay for AI-native analytics and workflow upgrades, not just bundled features. For B2B AI vendors, this is a green light to price on value and outcomes in data-heavy verticals rather than racing to the bottom on seats or tokens.

Applied AI

A look at ByteDance's efforts to become China's leading company across all aspects of AI, from frontier models and video generation to infrastructure and chips

A consumer giant vertically integrating from frontier models down to chips shows how much value is expected to sit in owning the full AI stack. If you're building on top of others' models and infra, pressure will grow to differentiate via proprietary data, distribution, or domain depth—not just another interface.