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.
MARKET TRENDS
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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.
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Correlation Between Model Performance and AI Agent Revenue
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very belated but in retrospect i think @sama's mythical "build a business that gets better when models get better" is basically what I called Agent Labs here.
— swyx (@swyx) 20 mai 2026
seeing a very direct correlation with model performance and agent lab revenue, discontinuity in Q4 2025
(clip from… https://t.co/ffp1RBLlhL pic.twitter.com/YF8Xuml8hhvery belated but in retrospect i think @sama
's mythical "build a business that gets better when models get better" is basically what I called Agent Labs here. seeing a very direct correlation with model performance and agent lab revenue, discontinuity in Q4 2025 (clip from -
Major AI platforms converging or diverging: who will win?
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The gap between what you can do on ChatGPT/Codex and Claude/Code/Cowork is closing, as Anthropic & OpenAI converge on a single experience. Google's experiences are diverging: Studio & Gemini & Antigravity & the other Google AI apps are increasingly different. Which will win?
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AI compute capacity and token commitment models
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we are offering discounted tokens and certainty on capacity availability in exchange for 1-3 year commits. we expect that the world will feel increasingly capacity constrained for the next while, as models continue to get much more useful.
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AI Agents Coming to Google Search
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AI Agents are coming to Google Search 👀https://t.co/onfr0UUVY3
— 🚨 AI News | TestingCatalog (@testingcatalog) 19 mai 2026AI Agents are coming to Google Search
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AI Agent Startup Reaches $15M ARR Run-Rate in 10 Weeks
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$15M ARR run-rate in 10 weeks is the kind of number that makes the entire AI agent market go quiet.
— God of Prompt (@godofprompt) 19 mai 2026
Viktor just raised a $75M Series A led by Accel.
Not for another chatbot.
Not for another tab.
Not for another “copilot” that still needs babysitting.
It lives inside Slack +… https://t.co/3duv9xPdtH$15M ARR run-rate in 10 weeks is the kind of number that makes the entire AI agent market go quiet. Viktor just raised a $75M Series A led by Accel. Not for another chatbot.
Not for another tab.
Not for another “copilot” that still needs babysitting. It lives inside Slack + -
How AI preempts sales interactions and changes everything
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Before your demo, AI may already have summarized your company. Before your proposal, the buying committee may already have compared you. Before your sales call, internal stakeholders may already have formed a risk perception. That changes everything.
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Inference demand will eventually dwarf training requirements
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inference demand is going to dwarf training within a few years and most forecasts don't reflect that
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Strategic value of open-source AI models and compute costs
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But that’s the thing though, my whole hypothesis was that opensource models are gonna be amazing Waiting until they already are is just reactionary and makes you pay for compute at a steep price