OpenAI made $5.7B in Q1. Anthropic made ~$4.7B. But Anthropic's annualized revenue recently hit $45B. OpenAI's sits at $25B. The difference: annualized revenue extrapolates from the most recent month, and Anthropic's monthly revenue appears to have more than doubled between Q1
BUSINESS
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Cloudflare CEO explains how he chooses employees to replace with AI
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How I Choose Which Cloudflare Employees to Replace With #AI by @eastdakota "Two weeks ago I laid off more than 20% of my workforce."
(link to article in the reply) There's a book about what this means for the overall economy. New edition covering the job market and economic -
AI agents boost business efficiency in 2026
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AI agents are quickly moving from “future concept” to real-world business advantage From automating customer support workflows to streamlining reporting, inventory management and operational tasks, businesses are beginning to unlock new levels of efficiency through agentic
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Anthropic pays SpaceX $1.25 billion monthly for compute, majority revenue
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Anthropic is paying SpaceX $1.25 billion per month for compute. Per month. That's $15 billion a year flowing to a company whose total annual revenue is $18 billion. One AI lab is about to account for the majority of SpaceX's commercial income. We only know this because SpaceX
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AI-driven materials discovery for PFAS removal
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Today @cusp_ai and @KemiraGroup announce a milestone in AI-driven materials discovery. We have used generative AI to design new materials targeting PFAS removal from drinking and process water at trace concentrations.
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SpaceX’s AI TAM vs. Anthropic, OpenAI, and Google IPOs
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If the TAM for @SpaceX
's IPO is $26.5 trillion in AI, what's the right number for @AnthropicAI
, @OpenAI and @Google ? -
Anthropic gets up to GB200 capacity at Colossus 2 with SpaceX
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Anthropic SpaceX Anthropic is getting up to GB200 of capacity in Colossus 2 in June as a part of the expanded agreement with SpaceX. Partnerships are huge unlocks
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Railway’s agent-native cloud for AI coding agents
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🆕Railway's Agent-Native Cloud: 3M users, 100K signups/week, $200K+ coding agent spend, production forks, & the death of PRs https://t.co/kB3yqOWQm1@Railway founder @JustJake explains why AI agents need a new cloud, how Railway moved the vast majority of workloads onto its own… pic.twitter.com/WYa8RHxPTM
— Latent.Space (@latentspacepod) 20 mai 2026Railway's Agent-Native Cloud: 3M users, 100K signups/week, $200K+ coding agent spend, production forks, & the death of PRs https://
latent.space/p/railway @Railway founder @JustJake explains why AI agents need a new cloud, how Railway moved the vast majority of workloads onto its own -
Anthropic Projected to Double Revenue to $10.9 Billion
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Even bigger win for Anthropic: Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an operating profit for the first time. About $500m in profit. Nuts.
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Anthropic Secures Additional Compute Capacity from Colossus Clusters
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Holy: After Anthropic secured compute capacity from Colossus 1, it is now also getting access to compute from Colossus 2. But to be honest: I somehow expected to his. Grok certainly doesn’t need all that compute.