OpenAI and Anthropic both IPO. You have $100k to invest in only one of them and you’re going to let it ride for the next 5 years. Which one are you investing in, and why?
INVESTMENT
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Anthropic ARR Surges to $44B Driven by Claude Enterprise and Code
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Holy: Anthropic’s ARR has reportedly now surged past $44B, up from $9B at the end of 2025, a nearly 5x jump, or roughly 389% growth, in just a few months. The growth is driven mainly by enterprise Claude adoption and Claude Code, while inference gross margins allegedly improved
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Free Agent Launch Countdown and Buildathon With $100K+ Prizes
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Countdown to Free Agent for 24 Hours + Buildathon Kickoff: $100K+ in Prizes
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Jekobachan Wins Third Place at BuildAI Pitch Event India
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Securing third place at the BuildAI Pitch Event Jekobachan (Robust Robotics), founded by Angad Singh Saluja, wins ₹1,00,000 for its innovative approach to solving real-world challenges through AI. #BuildAI #IndiaAI #AIPitch #DeepTech #innovations @kavitabha @GoI_MeitY
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Sam Altman Proposes Collective AI Ownership via Compute Shares
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Sam Altman: collective ownership of AI through compute shares or a Public Wealth Fund. Sam Altman famously spent $14billion on the largest UBI study ever conducted, only to watch the results land with a shrug: more spending, no measurable health improvements. Now he's saying
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Aadhak Labs Wins Top 5 Deep-Tech Startup at BuildAI Pitch Event
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Recognised among the top 5 deep-tech startups at the BuildAI Pitch Event Aadhak Labs (
http://
Ethana.ai), led by Sidharthan Rajendran and Nitesh Kumar Bucha, wins ₹50,000 for its promising AI-driven solution. #BuildAI #IndiaAI #AIPitch #AIStartups #Innovation -

AI Agents Drive Shift From Bubble Talk to Data Center Demand
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I was quoted a couple times in this Atlantic article, but that isn’t (the only) reason I think it is good. It lays out the reasons why we whipsawed from “AI is a bubble” to “there are not enough data centers” in less than six months. Spoiler: its agents. https://
theatlantic.com/economy/2026/0
5/ai-bubble-revenue-anthropic/687022/
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Anthropic at $30B Yet Enterprise AI Barely Scratched
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Last month Anthropic was on 30bN. We are so compute and Intelligence constrained. Anthropic doesn’t even serve 1% of the enterprise – and as for Individual AI it doesn’t even really exist yet. (A free layer of ChatGPT is not it.)
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OpenAI CFO Defends Growth as Anthropic Eyes Higher Valuation
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OpenAI's CFO pushes back on reports of missed targets, claiming a "vertical wall of demand" , but admits the real bottleneck is compute, not product-market fit. Meanwhile, Anthropic might leapfrog OpenAI's $852B valuation, which says everything about how fast the moat narrative
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OpenClaw Hits 250K GitHub Stars in 60 Days, Goes Enterprise
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.@OpenClaw hit 250K GitHub stars in 60 days — the fastest climb in GitHub history. @steipete built something developers desperately wanted.
— NVIDIA (@nvidia) 30 avril 2026
We worked with him to make it enterprise-ready. pic.twitter.com/oHpt65CIJU.
@OpenClaw hit 250K GitHub stars in 60 days — the fastest climb in GitHub history. @steipete built something developers desperately wanted. We worked with him to make it enterprise-ready.