The Ledger
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Anthropic has completely overtaken OpenAI in revenue
“So I'm just curious how you reconcile what you were saying about the costs and everything with just the unprecedented growth that Anthropic has seen and the like flippening with open AI where it has just completely overtaken open AI from a revenue perspective.”
Morin: Anthropic is raising at an $800B valuation
“And Anthropic this week, I heard, is also now raising at an eight hundred billion.”
Anthropic possesses an unreleased frontier AI model called Mythos
“We have the whole scenario now where there is a model that exists called Mythos. Nobody really has it except for Anthropic, and who knows if the actual real model as opposed to distilled versions of it that they give access to will ever kind of come out, and m…”
Lessin: Musk and SpaceX Dedicated 100% of First Colossus Project to Anthropic
“We have seen perhaps the strangest AI compute deal to date, which is Anthropic Colossus. So SpaceX, Elon Musk. Have given over their first Colossus project. 100%. Not like 40%.”
Lessin: Leaked OpenAI memo targeted Anthropic's ARR math and compute investment
“There was a memo that was leaked from OpenAI, an OpenAI memo that was leaked. I think it was in OpenAI's interest for this memo to be out there. I also think it was written in a way where they wanted it to be out there, where they came after Anthropic. Both fo…”
Brit Morin: Anthropic CEO Claims AI Will Write Nearly All Code in 12 Months
“The CEO of Anthropix said, he said, In the next three to six months, AI is probably gonna be able to write 90% of all code. And in 12 months, nearly all code may be generated by AI.”
Former Fed Chair Ben Bernanke sits on Anthropic's board-appointing trust
“It's the Anthropic Trust. It's just a group of, I think there are five, but they've only filled three people who pick the board members, and one of them is Ben Bernanke, fun fact.”
U.S. government bans Anthropic foreign nationals from accessing frontier models
“The government's now said That foreign nationals inside Anthropic can't have access to it.”
Jessica Lessin: Andrej Karpathy has officially joined Anthropic
“Did you guys see Karpathy went to Anthropic?”
Morin: Anthropic cut off OpenClaw access for Claude Pro and Max users
“And days later, Anthropic announced that they are shutting off access for Claude Pro and Max users who are Open Call users to use their product.”
Brit Morin predicts Apple will acquire a major AI company like Anthropic
“Speaking of Apple, I think they come back next year, both in the AI realm, like they're going to make either one big acquisition, like an topic.”
Lessin: Anthropic has surpassed $4 billion in annual recurring revenue
“We reported yesterday the information that Anthropic is at more than four billion in ARR”
Lessin: OpenAI and Anthropic represent half of major cloud deal backlogs
“And then we charted of the, we just had earnings, of the backlogs in deals for Microsoft, Oracle, Google, and Amazon, what percentage are OpenAI's commitment and Anthropi's commitment? It's together, they're about half, ok?”
Rauch: Anthropic long refused to support agents.md, requiring claude.md files
“For example, I don't know if they've adapted yet, but Anthropic for a long time was not playing ball with agents.md. You could only call their instructions claude.md.”
Jessica Lessin: Anthropic reports 60% direct-sales gross margins heading toward 70%
“Anthropic recently said its gross profit margin from selling AI models and clawed directly to customers was 60% and moving towards 70, but this doesn't account for a lot of other shit.”
Lessin: Anthropic tokens cost 100 times more than open-source tokens
“Anthropic tokens cost like a hundred times as much as like the open source tokens, right?”
Lessin: Anthropic Is Closing Another Financing Round
“We're going to circle back to this because we have a lot, and I just think Anthropic must, which is, by the way, closing another round as we speak, must be in the mix, but everyone is feeling good.”
Jessica Lessin: Anthropic and Pentagon are clashing over terms of use
“Ok, so yes, Anthropic and the Pentagon are fighting over terms of use. Meanwhile, XAI and everyone else are tripping over themselves to get these government contracts.”