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This is how OpenAI comes back and beats Anthropic

SemiAnalysis

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41,939 次观看 • 6 个月前 •via X (Twitter)

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Considering entering $ORCL again. Here's why: Brad Gerstner said last month that Anthropic and OpenAI combined were doing ~$80 billion in revenue. That puts OpenAI around $30 billion ARR, since Anthropic is reportedly near $50 billion. If so, OpenAI is ahead of its own numbers. Its winter 2025 projection had FY2026 revenue at $25 billion. That derisks $ORCL, whose backlog is 54% OpenAI, and makes the risk/reward attractive again at 18x forward earnings.

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when did Anthropic eng figure out how to do responsive Terminal UIs?! this is wild 🤯 HOW

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‼️AND STILL UNDEFEATED‼️ Jermall beats LaManna and is now 34-0 via dr stoppage‼️ Jermall is back!!!! How do y’all rate Charlo’s performance???? #Boxing #BOXINGnBBQ

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Introducing MNX, the AI exchange. Now in Mainnet Beta. Trade Anthropic, OpenAI and Chinese AI labs, equities, compute perps, prediction markets, and more. Reply to this post for an invite code.

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