The Information

“There is a study out of Dartmouth, again, from the information, that says that a custom-built AI chatbot called TheraBot reduced patient symptoms at a level comparable to traditional therapy. People with depression reported 51% better, feeling 51% better on av…”

“One from Reuters was that Cohere scales to a hundred million in revenue annualizes in May, Seemingly positive, exciting number, but then from the information is that Cohere, that basically they had shown investors they'd be making four hundred fifty million AR…”

“The information reported a few months ago that Salesforce does not expect any growth from AI this year. That is absolutely bonkers for a company that's rebranded, and I paraphrase here, as an agent first company.”

“OpenAI, according to the information, hasn't even signed a contract for the compute in, in Abilene.”

“The information also reported that Microsoft will only make about thirteen billion dollars, not profit, just revenue, on AI this year. Ten billion of that is OpenAI's Azure cloud spend. Three billion is them selling Copala.”

“OpenAI projected its cash burn this year through 20, 29 will rise even higher than previous thought. A total of one hundred and fifteen billion. That's about eighty billion higher than the company previously expected.”

“Last year, the company burned eight billion dollars in cash. However, the company expects to burn twenty five billion this year and fifty seven billion next year. About thirty billion more than the total previously predicted.”

“The information had reporting this week that open AI is already looking to scale back its efforts or its resource allocation around its shopping efforts.”

“OpenAI topped, topped, twenty-five billion in annualized revenue at the end of last month. That's a 17% increase from the 21.4 billion in annualized revenue the company was generating at the end of the year.”

“They expect to be thirty billion in revenue this year, sixty two billion in revenue next year. A hundred and thirteen billion in 2028, one hundred eighty four billion in 2029, and buckle your seatbelt for this one, two hundred and eighty four billion in 2030.”

“Late last year, Anthropic was doing, looks like, about ten billion dollars in annualized revenue, and OpenAI was over Twenty billion. But now, Anthropic has closed that. They're at nineteen billion in annualized revenue, while OpenAI, or the latest report, has…”

“OpenAI generated about 5.7 billion in revenue in Q-one. Nearly one billion more than archrival Anthropic generated in the same period.”