On benchmarks, yes, but as measured by true usefulness even Q1 would be very impressive. Anthropic has rightly focused on maximizing useful intelligence, which does not show up in benchmarks, but definitely shows up in revenue.
INVESTMENT
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Interview with Roland Lescure on France’s place in AI
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The full interview on France's place in the global AI race with the Minister of Economy @RolandLescure is available on my YouTube channel! https://youtu.be/BF4y9O89gJ4 Here are all the topics covered: CHAPTERS
00:00 Introduction
00:21 €655M for AI -
AI bubble evident in quarterly losses except one subsidized quarter
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the bubble is here right now and you can see it in the burn statements. aside from one quarter for Anthropic heavily subsidized by Elon Musk, at the height of tokenmaxxing, every quarter has been a loss, mostly huge losses. “the bubble” is the fact that the valuations don’t
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Intense week for AI in biology: record deal and scaling
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it's been a huge few weeks for ai in bio: a $2.25b @profluentbio x @elilillyandco deal on ai-designed gene editors, verve's base-editing data, new scaling results on protein models from @czbiohub, @isomorphiclabs' haul.@thisismadani and i recorded a pod diving into all of it… pic.twitter.com/QNAuGmsjQW
— Nathan Benaich (@nathanbenaich) 18 juin 2026It has been intense weeks for AI in biology: a $2.25 billion deal between @profluentbio and @elilillyandco on gene editors designed by AI, Verve's base editing data, new scaling results on protein models from @czbiohub, the
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Exponential tech and open models make investment hard
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In large part that’s because it’s hard to invest in a world where the exponential continues and open models never close thr gap. The value js just chips, energy, data centers, and the labs themselves.
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Hope that AI exponential growth ends soon not materializing
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There is a ton of money riding on the hope that the exponential curve the Big Three Labs are on will end soon If that happens, small and open models become viable, businesses get time to react, costs drop & the world gets weirder more slowly. But that isn’t happening so far.
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Scobleizer interviews Rahul Kar on cheaper AI datacenter power
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At the recent AI Infra Summit by Ignite GTM at @PlugandPlayTC they had me interview a few interesting founders. Here's Rahul Kar, founder of Hammerhead, http://
hammerheadco.ai, which is working to make power cheaper in AI datacenters. https://
youtu.be/cX-TE_PgZ3Q?si
=_uQPzVVwk9N8bA8Z
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Gary Marcus: AI revenue depends on sustained tokenmaxing
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“If tokenmaxing is not sustained … then these [AI] companies are probably not going to make the revenue that they thought," – @garyMarcus
@CBCNews
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NVIDIA and Corning announce long-term partnership for US AI manufacturing
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GLW NVIDIA and GLW Announce Long Term Partnership To Strengthen U.S. Manufacturing for AI Infrastructure! NVIDIA Corporation operates as a data center scale AI infrastructure company in the U.S.A. NVIDIA is making a major strategic investment in Corning to secure
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Financial agents: trust, control, and production readiness
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The next phase of agent development in financial services will be measured by trust, control, and production readiness. In our latest guide, we look at how @jpmorgan, @Chime, and Bridgewater approach agents of