The Ledger
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Rangwalla: Anthropic Grew ARR From $9B in December to $30B
“It was nine billion dollars at the end of December, and that number was thirty billion, right? So they added twenty billion, they're adding, you know, ten billion plus or minus a month, almost two and a half billion dollars a week.”
Rangwalla: Samsung and SK Hynix Generate More Cash Flow Than Hyperscalers
“Samsung and Hynix together generate more cash flow than every hyperscaler.”
Rangwalla: Memory supply agreements feature guaranteed commitments through 2029–2030
“And now, you know, in the case of memory, for example, you're now hearing Supply agreements, like, guaranteed commitments through 29, twenty-thirty.”
Rangwalla: OpenAI's latest funding round valued it over $800B
“OpenAI's most recent round was 800 plus billion dollars.”
Rangwalla: SpaceX reached a $1.25T valuation in xAI transaction
“SpaceX is most recent, you know, when they did the transaction with XAI was 1.25 trillion dollars.”
Rangwalla: Anthropic's last round was in the high $300B range
“Anthropix last round was, you know, high 300 of billions.”
Rangwalla: Combined OpenAI and Anthropic ARR Exceeds Salesforce and ServiceNow
“And then when you think about both of them combined, let's say they're close to sixty billion dollars. I mean, that is bigger than ServiceNow, that is bigger than Salesforce, that is bigger than any big name SaaS platform that you would think about. And these …”
Rangwalla: OpenAI Reached Almost 1B Users Fastest in History
“How OpenAI reached, you know, almost a billion users in the fastest time in history.”
Rangwalla: US new business formation is near record highs
“Even today, people don't talk about it, but we're actually at one of the highest new business formations that we've ever been at.”
Rangwalla: Microsoft, Amazon, and Meta multiples compressed as capex grew
“And so if you look at the multiples of Microsoft, of Amazon, of Meta, they've actually all compressed in the last couple of years because their capex is going up.”
Rangwalla: ByteDance, Tencent, and Alibaba Have Built Agent Harnesses
“Even in China, like every one of the big internet companies has their own claw concept. Like ByteDance has one, Tencent has one Baba has one.”