Yet OpenAI and Anthropic combined are somehow making $100B in revenue...

Yea, that tracks. I just looked it up and AWS made ~130bn.

Given how big AI is, and how those two are pretty much the only players (in comparison aws is 1/3 market share), that seems about right.

It's a far cry from "nobody's going to be writing any code, and ai will do all the things in 6 months".

What's the source for that? I see a combined revenue of ~33B by looking on the Internet. And we should assume that that's after some crazy financial juggling

Enron was doing really well with creative accounting too. Non-GAAP numbers are out of control in 2026. The unwinds are going to be stunning eventually. Also, my small portfolio is worth a billion! In Yen, but it’s still an accurate claim.

Source?

And yet two orders of magnitude from making a profit…