New “Just the News” AI Newsletter Cuts Through Overload
Ever feel like it's just too hard to keep up with all the AI news every week? As part of our mission to find, share and provide insight into companies driving real ROI from AI - we recently introduced the AI to ROI Newsletter... ...because there is just too much news every week to include in the core AI to ROI newsletter published every Tuesday - Peter Buchanan and I introduced the "Just the News" edition published every Saturday at 8AM ET This week's AI to ROI: Just the News edition includes: Welcome to AI to ROI: Just the News for November 8th, 2025, written by Ray Rike and me. The pace of AI news is relentless. This week, the big AI stars made big moves as always, AI reshapes the ad market, small software companies get an AI infusion, and Google warns of powerful AI malware. 💸 Anthropic projects $70 billion in revenue & $17 billion in cash flow in 2028 🎙️ OpenAI CEO Sam Altman and CFO Sarah Friar talk on revenue hitting $100 billion in 2027, a possible IPO, and AI government backstops 🤝 Anthropic lands Cognizant as a major enterprise AI customer and partner 📢 AI is accelerating big tech dominance of the ad market, but advertisers don’t mind so much 🏢 OpenAI & Amazon strike 7-year, $38 billion deal for cloud services ⚖️ Amazon demands that Perplexity block its AI Agents from browsing its site 🍎 Apple Nears $1 billion-a-year deal to use Google Gemini for Siri % Shopify says AI traffic is up 7x since January - AI-driven orders are up 11x 📄 Beacon Software raises $250 million to buy SaaS cos. and transform them with AI 🥷🏼 Google warns that AI-driven malware is here Want to see the details, our perspectives and the rest of the news? https://lnkd.in/esUPnZ7X
Bridging CFO‑CMO Gaps with Performance‑Driven Metrics
I am excited to be on a panel at the CMO/CFO Executive Salon being hosted by the GTM Leadership Society and Anjai "AJ" Gandhi on Wednesday, November 5th in the Bay Area. If you are a CFO that is looking...
AI Week Highlights: OpenAI Recap, Microsoft Deal, NVIDIA Surge
Welcome to this week's edition of AI to ROI: Just the News Edition I write the newsletter twice weekly with my friend Peter Buchanan Our Saturday edition is called "AI to ROI: Just the News" Our Tuesday morning edition includes...
Benchmarkit’s November Events & 2026 Strategy Highlights
Here is a quick list of events that Benchmarkit has hosted, spoken at and/or will be hosting in November: SaaS CFO Dinner San Francisco: Sep 15th SaaS Metrics Executive Summit - SF: Sep 16th SaaS Metrics Palooza '25: Oct 8th...
OpenAI's Bubble Burst Could Cripple the Entire AI Economy
Will OpenAI be the canary in the coal mine? AI Story of the Week: It’s OpenAI’s Bubble, and We’re Just Living in It... For those of you who primarily know me for SaaS Metrics - there is something else that...
