I hate it when people use commentary articles as fake sources for their points. It's even more aggravating when the "journalists" are making points that play to the ignorance and outrage of the reader, as they know those readers are the easiest to bait for clicks and mislead. For instance, how is Anthropic claiming that its total revenue since January 2025 as $5 billion contradict that its expected run-rate revenue for the year 2026 is $19 billion?

> Anthropic claiming that its total revenue since January 2025 as $5 billion contradict that its expected run-rate revenue for the year 2026 is $19 billion?

Isn’t the “exceeding $5BN” comment a lifetime revenue? … on $30BN spent (or something ridiculous.)

A lot of the commentary on the frontier model companies is based on how much money they’ve spent to the relatively small amount they’ve made in return, and the skepticism, especially given almost continuous reporting, that deploying AI in a variety of situations doesn’t seem to yield favorable business outcomes. OpenAI shifting to enterprise / coding type stuff this week seems, also, potentially informative. Is Gen AI actually useful for anything but code? Signs keep pointing to no… and even then, we’re in the early stages of figuring out how to build without destroying everything… something Amazon just recognized as possible with their recent shopping outage.