Independent thinking for complex markets and current events
Ed Zitron, CEO at EZ Primary Research, said that the risk of balancing the equity market on record public offerings for AI companies that have never reported profit is a dangerous proposition and that those companies should not be allowed to IPO. Zitron, an AI skeptic, said that many of these companies will not last …
Here's crybaby Dario Amodei trying to get the US government to ban China's open source models, because those models have caught up to Anthropic's models now. (GLM 5.2, for example…) Does this guy EVER stop whining? https://t.co/iguWFD3gqd — HealthRanger (@HealthRanger) June 29, 2026 This is the part of the AI race that gets interesting. The …
25k fake accounts ran millions of queries to copy the model. Distillation attack exposed. Anthropic caught Alibaba using 25,000 fraudulent accounts. 28.8 million conversations extracted Claude capabilities. Attack ran from April 22 to June 5 2026. Method called distillation. Train your model on answers from rival model. DeepSeek Moonshot AI and MiniMax also involved. Anthropic …
200 billion dollars in fresh cash gets sucked out to buy the new listings… Big funds quietly dump Nvidia Microsoft and Google holdings to free up the money… OpenAI racks up 60 billion dollar cloud bills against just 25 billion dollars real revenue… Microsoft Oracle Google and Amazon execs bury the recycled investment trick in …
According to SpaceX IPO papers reported by Axios, Anthropic is paying SpaceX $1.25 billion per month through May 2029 as part of the compute deal the companies signed earlier this month. That comes out to roughly $15 billion a year. For comparison, Axios says SpaceX’s annual revenue is around $18 billion, so this one deal …
Revenue = $81.6 billion (up 85% YoY) Net Income = $58.3 billion (up 211% YoY) Earnings Per Share = $2.39 (up 214% YoY) And it’s the bottom of the tech stack, all the companies up the stack need a lot more revenue than this collectively from AI in order to give Nvidia this revenue and …
NEW: Claude-powered AI coding agent deletes entire company database in 9 seconds — backups zapped, after Cursor tool powered by Anthropic's Claude goes rogue — Tom's Hardware — Insider Paper (@TheInsiderPaper) April 27, 2026 View post on imgur.com https://t.co/ofucbVgkLV — JER (@lifeof_jer) April 25, 2026 The founder of PocketOS has penned a social media …
Source: https://finance.yahoo.com/sectors/technology/articles/google-plans-invest-40-billion-155018538.html Google will invest $10 billion in Anthropic PBC, with another $30 billion potentially to follow, strengthening the relationship between two companies that are at once partners and rivals in the race to build artificial intelligence. Anthropic said that Google is committing to invest $10 billion now in cash at a $350 billion valuation, the …
John Carlin, Paul, Weiss, Rifkind, Wharton & Garrison, joins ‘The Exchange’ to discuss the state of cybersecurity stocks amid potential AI disruption.
bro was right. Atlassian down 75%. HubSpot down 69%. Figma down 86%. Almost all of them down 30–70% from their 52-week highs. AI is literally eating software alive and repricing every company in real time. SaaS is cooked fr 😭 https://t.co/NsOxRTLLEp pic.twitter.com/Xk8QBCTJD3 — shirish (@shiri_shh) April 10, 2026 Anthropic's valuation just surged past OpenAI'sin private …
JUST IN: Cloudflare $NET crashes 13% after Anthropic announces new AI cybersecurity model byu/RobertBartus inEconomyCharts
Fed Chair Jerome Powell and Treasury Secretary Scott Bessent met with the heads of major U.S. banks to discuss the cyber threat of Anthropic’s new Mythos model. Anthropic rolled out Mythos this week in a limited capacity over concerns that hackers could exploit its capabilities. JPMorgan’s Jamie Dimon was the only major banking CEO who …
Anthropic’s run-rate revenue hit $30 billion, triple what it was three months ago. To keep up with demand, the company locked in 3.5 gigawatts of Google TPU capacity through Broadcom, enough to power a mid-sized city. More than 1,000 businesses now pay seven figures annually for Claude. At the end of 2025, Anthropic was generating …
Tech company files amicus brief in support of Anthropic’s effort to overturn an aggressive Pentagon designation Microsoft has thrown its weight behind Anthropic’s legal challenge against the Pentagon, filing a court brief in support of the AI company’s effort to overturn an aggressive designation that effectively bars it from government work. In an amicus brief …
It maps out EXACTLY which jobs AI is actively performing right now vs. which ones it COULD perform. Anthropic just published the most important study on AI and jobs. The researchers call it a "Great Recession for white-collar workers." It maps out EXACTLY which jobs AI is actively performing right now vs. which ones it …
Google said it will continue offering Anthropic’s artificial intelligence technology for clients, excluding for defense work, a day after Microsoft issued a similar statement to customers. The announcements from two of the three leading cloud infrastructure vendors follow the Defense Department’s official designation of Anthropic as a supply chain risk. “We understand that the Determination …
OpenAI CEO Sam Altman took subtle swipes at rival Anthropic on Thursday and said he thinks it’s “bad for society” if companies start abandoning their commitment to the democratic process because “some people don’t like the person or people currently in charge.” “The government is supposed to be more powerful than private companies,” Altman said …
The world is changing….. pic.twitter.com/XJbiaxPJRB — 🇺🇸TONY🇺🇸 (@Porkchop__2007) February 27, 2026
it’s official – Anthropic just refused the Pentagon’s demands, dario’s statement is doesn’t fuck around: – “these threats do not change our position: we cannot in good conscience accede to their request.” – dario – he described the pentagons efforts to force him to enable… https://t.co/4FKAe59xvG pic.twitter.com/ahMUZaLldh — Ejaaz (@cryptopunk7213) February 26, 2026 Here is …
https://truthsocial.com/@realDonaldTrump/posts/116144552969293195 President Donald Trump said Friday that he was ordering every U.S. government agency to “immediately cease” using technology from the artificial intelligence company Anthropic. Trump in a Truth Social post said there would be a six-month phase-out for agencies such as the Defense Department, which “are using Anthropic’s products, at various levels.” Defense Secretary …
BREAKING: Anthropic has rejected the US Pentagon’s “final offer” just 24 hours before Defense Secretary Hegseth’s deadline, per Axios. Anthropic remains adamant on their AI platform not being used for surveillance of Americans or lethal military missions. We expect a response… — The Kobeissi Letter (@KobeissiLetter) February 26, 2026 🚨 ANTHROPIC JUST OFFICIALLY REJECTED THE …
Anthropic’s CEO just leaked the most INSANE revenue numbers in AI history. And what he said about the next 12 months will change how you think about every business decision you’re making right now. Dario Amodei told Dwarkesh Patel on the interview that Anthropic went from: – 2023: $0 to $100M – 2024: $100M to …
The reality is that both OpenAI and Anthropic are going to spend hundreds of billions of dollars just trying to out compute each other over the next decade. Instead of guessing which massive software model wins the war at a $500B+ premium, the real opportunity is buying the… — 5to9_M.J. (@5to9_MJ) February 14, 2026 $1T …
GOLDMAN SACHS $GS IS TAPPING ANTHROPIC’S AI MODEL TO AUTOMATE ACCOUNTING, COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive, high-volume back-office work – CNBC pic.twitter.com/BcVwYUj301 — Evan (@StockMKTNewz) February 6, 2026
Anthropic's CEO Dario Amodei: "AI will wipe out half of all white collar jobs and spike unemployment to 10-20% in the next 1-5 years." He's known for being honest (that's why he left OpenAI). He DGAF and doesn't sugar coat it like @Sama. He knows AI is net negative for growth. pic.twitter.com/AzssdSRwyQ — Zoomer 🧢 …
AI could wipe out half of all entry-level white-collar jobs and spike unemployment to 10% to 20% in the next one to five years, predicts Anthropic CEO Dario Amodei. https://t.co/K53oCApIeF pic.twitter.com/6BgAlQ30pM — 60 Minutes (@60Minutes) November 17, 2025 Anthropic CEO’s Prediction: “AI could wipe out half of all entry-level white-collar jobs in 1 to 5 …
Within 2 years, 90% of investment banking, consulting, tech, and law school jobs will be replaced by AI. Medical school isn't far behind, starting with administrators. College degrees will be useless. And since 90% of college kids are already using AI to complete assignments,… — John LeFevre (@JohnLeFevre) May 29, 2025 BREAKING: Anthropic CEO Dario …