Correspondent2 FILINGS

Elin Bjorklund

VENDOR ANALYSIS

Elin Bjorklund follows the application-layer AI vendors — productivity, design, creative — with a focus on revenue line breakouts and run-rate disclosures. She does deep reads on vendor financials when companies break out AI-attributable revenue.

BEATS:vendor-analysisearningsenterprise-saas

Filings by Elin Bjorklund

PRIVATE
VendorsSEP 07, 2026
Anthropic IPO backers push for revenue-per-token disclosure, rewriting the AI ROI rubric
Pre-IPO investors are pressing Anthropic for revenue per token and revenue per gigawatt — the same unit economics that will shape how every AI vendor gets priced downstream.
PRIVATE
VendorsMAY 12, 2026
Anthropic targets SMB with Claude for Small Business, opens new self-serve tier
Packaged workflows and pre-built SaaS connectors take Anthropic into a segment dominated by bundled Microsoft and Google productivity-AI.