Topic: Revenue

2 chapters in Aug – Oct 2026 · See all time

Meat Muck
Episode 1913 • • 1:43:25 - 1:45:27

1913: Meat Muck

Anthropic Investor Day and AI Profitability Metrics

Anthropic held a five-hour investor day in New York to justify its potential $2 trillion valuation ahead of a record-setting IPO. The company reported $16.8 billion in third-quarter revenue and claimed to be generating positive free cash flow with an 85% gross margin. However, skeptics question these "adjusted" metrics, noting the high costs of data centers and compute power required to sustain the business.

anthropiciporevenuedata centersartificial intelligencenew york
Surpriselets
Episode 1911 • • 1:48:59 - 1:51:00

1911: Surpriselets

OpenAI Revenue Discrepancy and Market Reaction

A Financial Times report suggests a $20 billion discrepancy in OpenAI's reported revenue numbers, causing a downturn in tech stocks like Oracle and Broadcom. While OpenAI claims annualized revenue is approaching $50 billion, previous reports suggested figures closer to $70 billion. The uncertainty has cooled investor enthusiasm for the massive data center build-outs required to power AI ecosystem growth.

openaifinancial timesrevenueoraclebroadcomdata centers

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