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Anthropic generated $6B revenue in February alone
“Anthropic... where they did 6 billion in revenue, which was more than Databricks has done in their entire lifetime.”
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Claude Mythos leak reveals 10-trillion parameter model
“accidental leak of Claude Mythos, essentially 3,000 unpublished assets leaked. It's a 10 trillion parameter model”
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OpenAI kills Sora to optimize scarce compute
“the economists, the accountants have wandered into the room, and they said, we have a scarce resource here. Let's optimize it. Let's devote this compute to the people who can pay the most for it.”
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OpenAI reaches $100M ARR from ad revenue
“OpenAI killing Sora and hitting 100 million ARR on ads”
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Autonomous agents will accelerate corporate data leaks
“We're going to see it explode in terms of like the stuff that was published today... in the agentic era.”