Old Version of Singularity: An age of abundance driving by superhuman machines, and/or a “moment when humans merge with AI via brain-to-computer interfaces to become “much smarter”” New version of the Singularity: a huge increase in the rate of new firm creation. The currency
ECONOMY
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Anthropic Revenue Forecast Debate Weighs Price Wars and Open Competition
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Remember my discussion with @dwarkesh_sp about revenue forecasts for Anthropic? He is basically projecting continuous exponential growth for Anthropic’s revenue run rate; I have been saying it will flatten out because of Chinese models, price wars, and the end of tokenmaxxing.
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Claude Tag Spending Compared With Monthly Team Member Costs
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Keep an eye on that Claude Tag spend… right now, if it were a teammate, it would rank in the middle for monthly spend.
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Study Instruments Ten Agent Applications to Measure Non-Model Costs
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Great paper if you are building production-grade agents. It's a good way to understand what is actually incurring costs in your agents, which involve more complex components and decisions. This works finds that across ten instrumented agentic applications, non-LLM components
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OpenAI Reportedly Grew Q2 Revenue to $6.7 Billion as Losses Widened
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OpenAI’s quarterly revenue is now reportedly growing far more slowly than Anthropic’s. OpenAI told investors that Q2 revenue rose 18% to $6.7 billion. Its operating loss widened from $9.3 billion to $12.3 billion, almost twice its revenue. Anthropic more than doubled its
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Enterprise Model Routing Controls Costs as Stripe Acquires OpenRouter
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Model routing is having a moment thanks to the $7B Stripe acquisition of OpenRouter. But it's also increasingly important in enterprises. We talk to @glean CEO @jainarvind about why model routing helps control AI costs for organizations.
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Unify Reportedly Cut Agent Model Costs by 90 to 95 Percent
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Learn how @unifygtm cut 90-95% of model costs two weeks before launch on last week’s Max Agency episode
— LangChain (@LangChain) 18 août 2026
⏯️ YouTube: https://t.co/Ldy6KnW1Rm
🎧 Apple: https://t.co/6KAVbFxc9V
🎧 Spotify: https://t.co/UhEMNqx5oN pic.twitter.com/PonVpDUwCjLearn how @unifygtm cut 90-95% of model costs two weeks before launch on last week’s Max Agency episode YouTube: https://
youtu.be/6898VdRtKDE Apple: https://
podcasts.apple.com/nz/podcast/how
-unify-cut-its-ai-agent-costs-95-in-two-weeks/id1891551672?i=1000783151404
… Spotify: https://
open.spotify.com/episode/6kWQou
c2QmiHGk0vdiZEtd?si=ba6e241ca4a24faf
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Tristan Harris Argues Compute-Led Growth Could Weaken Investment in People
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Anthropic Run Rate Reportedly Tops $65 Billion Ahead of Potential IPO
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ANTHROPIC RUN RATE PASSES $65B, IPO EXPECTED SEPT OR OCT Anthropic's annualized run rate passed $65B at the end of July, roughly 7x where it sat in December. Greg Brockman put OpenAI's at $40B. IPO expected September or October, with Morgan Stanley, Goldman and JPMorgan
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Bloomberg Reports Anthropic Annualized Revenue Reached $65 Billion
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Anthropic’s annualized revenue reportedly hit $65 billion by the end of July, more than 7x its run rate at the end of 2025. Bloomberg says the company generated over $11.5 billion in its latest completed quarter, up from $787 million in the same period last year, while posting