OpenAI and Anthropic both are showing pretty spectacular growth in 2025, with OpenAI doubling ARR in the last 6 months from $6bn to $12bn and Anthropic increasing 5x from $1bn to $5bn in 7 months. If we compare the sources of revenue, the picture is quite interesting:
– OpenAI
MARKET TRENDS
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OpenAI and Anthropic Revenue Growth Comparison 2025
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Google Challenges OpenAI: Major Week Ahead
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Google wants to play OpenAI's game. The week is coming in hot
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Do New AI Models Actually Solve Real Use Cases?
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I wonder how many people waiting for the next model have an actual use case that current models can’t solve (but are close enough so a new model might actually close the gap as opposed to requiring major breakthroughs or context window improvements)
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DeepSeek outputs strike different compared to other AI models
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yes me too! but it's still so different than the deepseek outputs, so striking
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Google et OpenAI: une semaine intense à venir
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Google vs OpenAI: this week is going to be insane
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AI Engineer Thesis: GPT Wrappers Outvaluing Research Labs
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the ai engineer thesis is finally happening!!!
gpt wrappers more highly valued than labs!!! harvey: 50x ARR (
https://
x.com/brian_a_burns/
status/1952400121926439336
… vs 5b valuation) who else -
DataAIWorldTour Launches: 22-City Industry Event
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#DataAIWorldTour kicks off next month! Join us to hear from industry leaders and gain actionable insights on advancing your data and AI strategies. We’re making stops in 22 cities – register to hear real-world use cases, connect with local data and AI leaders, and see the latest
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Humanoid Robots Democratization: 5,900 Dollar Game Changer Arriving
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Leçon 4- Les robots aussi auront besoin de badge.
Et pas dans 10 ans : maintenant, ou presque ! Unitree vient de sortir un humanoïde à 5 900 $, qui va démocratiser les usages.
Morgan Stanley anticipe 13M d’humanoïdes en 2035.
Amazon déploie déjà 1 million de robots. Ce -
GPT-5 Release Expected This Week
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Let's be honest: GPT-5 is pretty much confirmed for this week. I can't imagine anything else with the best will in the world. This week is going to be phenomenal.
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Tech Giants Redefining Global Geopolitics
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Nous assistons à la fin des acteurs 100 % westphaliens, comme en témoigne l’implication de Musk dans le conflit en Ukraine via les satellites Starlink. Aujourd’hui, les grandes entreprises technologiques jouent un rôle croissant dans les relations internationales, au point de… pic.twitter.com/A7FyYVCNLW
— Alexandre Tsicopoulos (@Alex_Tsico) 4 août 2025We are witnessing the end of 100% Westphalian actors, as evidenced by Musk's involvement in the Ukraine conflict via Starlink satellites. Today, major technology companies play an increasingly significant role in international relations, to the point where