$965 billion. $47B in annual revenue. And Anthropic is about to post its first profitable quarter ever. Most coverage is focused on the valuation. That’s the wrong number. The right number is the revenue growth. $10B to $47B in twelve months. That doesn’t happen because of
INVESTMENT
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Apple’s AI Bet Looks Boring but That’s the Point
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Apple’s AI Bet Looks Boring. That May Be the Point. This chart is one of the most interesting AI strategy charts I have seen this year. For a while, I assumed Apple was falling behind. Everyone else was racing into the AI arms race. Bigger models. Bigger data centers. Bigger
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LangSmith preserves decision logs for explainable financial AI
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In financial services, the ability to explain how a conclusion was reached matters as much as the conclusion itself. This agent uses LangSmith to preserve that decision log: every query issued, every response received, and every intermediate result produced before the final
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Sanders introduces 50% stock tax on OpenAI, Anthropic, xAI
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U.S. senator Bernie Sanders just said he will introduce a bill that would put a one-time 50% tax on OpenAI, Anthropic, and xAI paid in stock, not cash. The government would get voting shares and an equal seat on each company's board, and the stock would fund a public fund owned
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Runway announces London as European HQ and $100M AI investment
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Today we're announcing London as Runway's new European headquarters and our newest research hub focused on general world models. Over the next 18 months, we plan to invest $100M into the UK AI ecosystem, and that figure will more than double through 2028 as we scale our European
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GPU Crisis: Jensen Huang Responds to Global Concern
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Entire world: THE GPU SHORTAGE IS BECOMING A GLOBAL CRISIS.
— Charly Wargnier (@DataChaz) 1 juin 2026
Jensen Huang:pic.twitter.com/4gOnSXNsj0Entire world: THE GPU SHORTAGE IS BECOMING A GLOBAL CRISIS. Jensen Huang:
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Who will own the artificial intelligence of data centers?
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75 billion euros to build data centers in France. Very good. But a question remains: who will own the artificial intelligence that will run inside? A data center is just an infrastructure. The value is not in the walls, it is in the models,
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AI stumble predicted as ‘too big to fail’ with potential carnage
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Anyone remember how I said in January 2025 that AI was going to be stumble and be dubbed “too big to fail”, along with cries for bailouts? If that call was correct – which increasingly seems likely, as the bets escalate to insane heights – the carnage could be immense:
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Masayoshi Son invests 75 billion in France for AI datacenter
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Masayoshi Son, Japan's second richest man and SoftBank CEO, is about to invest 75 billion in France to build one of Europe's largest AI datacenters. Why France and not elsewhere? A simple reason: our nuclear electricity, abundant and carbon-free. AI
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Unsolved productivity measurement makes AI ROI furiously difficult
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Plus the perennial challenge that measuring productivity of software teams (and knowledge workers in general) remains an unsolved problem, so calculating an "ROI" on your AI spend remains furiously difficult