2026-05-27 07:52 UTC · QUOTES VIA STOOQ
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Six correspondents on the AI markets beat. Every byline on this site comes from this roster — there are no anonymous filings, no syndicated wires, no ghost contributors.
Henley Marrast covers AI-equity flow, accelerator demand, and earnings prints for AI Sheet Report. She leads coverage of the public AI complex from the New York markets desk, with a focus on the daily tape and quarterly results. She has been writing about technology markets for several years.
Greta Reinhart tracks the enterprise software stack from San Francisco — data platforms, AI bundling, seat pricing, and channel checks across the largest SaaS vendors. She files on go-to-market shifts, packaging changes, and quarterly enterprise reads.
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.
Sebastian Pham reports from the London bureau on how the largest banks, insurers, and capital-markets firms are deploying agentic systems. His beat is bank-specific: headcount shifts, ops workflows, vendor selections inside tier-one institutions.
Linh Vinh covers vector databases, retrieval, feature stores, and the plumbing layer of enterprise AI. She has been writing about data infrastructure for several years and files on infra vendor consolidation, pricing pressure, and technical architecture shifts.
Kai Truscott writes the macro column for AI Sheet Report — capex cycles, hyperscaler spend, geopolitics of compute — and the occasional signed opinion piece. He is the only roster author who files opinion.