Roy: Leaked Anthropic revenue and IPO figures are orchestrated PR moves
Ranjan Roy · Big Tech’s Insane Hidden AI Spending, Ranking Anthropic vs. OpenAI, AI For Travel Debate · Aug 24, 2026 · at 42:12
Ranjan Roy and Alex Kantrowitz discuss Bloomberg reporting on Anthropic's quarterly revenue and annualized run rate ahead of a potential initial public offering.
0:00 / 0:35exact quote · 35.2s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“And meanwhile, like, every, conveniently, at any moment, I mean, we're all just seeing these numbers, like, this is a very, and again, Anthropix, Sandwich in the Park, their comms masters, like, all this stuff is orchestrated. I can't, like, it has to be. And whether it's an investor providing that envelope or whoever else, like, the, because almost by definition, As this, if this number were truly leak leaked, like, there should be hell to pay within Anthropic, within the bankers that are actually working on this IPO.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Ranjan Roy
Roy: Tesla and SpaceX will inevitably have to merge
“Giving that little nugget to the world, starting to seed that idea, and I think it's almost, it has to happen, because these two companies, again, Tesla has a car business, SpaceX kind of has a space business, still has an internet satellite business, but they…”
Roy: SpaceX's S-1 filing positions it as an AI company, not space
“But, so they have already filed their S-one, and have positioned themselves squarely in the AI camp. Like, this is not a space company anymore. This is an AI company.”
Roy: Late-Stage AI Valuations Are Juiced to Anchor Retail IPO Pricing
“You have every incentive in the world to juice the valuation because that means that it gets anchored there and then you go out at a higher value. Like, then you realize that at the expense of the retail market.”
AI compute demand growth will be linear rather than exponential
“I don't think it's necessarily exponential in the way everyone is looking at it right now. And the way these deals are being done, and the way people are chasing it, and again, when it benefits both parties involved, I do think that It can be more of a linear …”
Roy: Apple Intelligence launch ads were "flat-out lies" about product capabilities
“Those ads were so misleading, just flat out lies about the capabilities that were existing at the time. Took, I mean, Apple, very few companies have ever done any, like, have done something that egregious.”
Roy: OpenAI is merely chasing and following Anthropic's enterprise strategy
“They are chasing Anthropic strategically. They're going after Enterprise, again, like Mythos gets released, and then Five Four Cyber gets released right after. It's like everything they're doing is right after Anthropic and following them”