Margins

Anthropic went from $4B to $65B in annualized revenue in a year, Big Technology finds

12 takeaways: Why the AI doom wave may be marketing, what a $1.5T OpenAI round leaked to the Times signals, and the frontier's slide from 53% of tokens…

10 hrs ago • The Scuttlebutt

Joseph Cutillo: Sterling Infrastructure is stronger now than when its stock hit $1,000

5 numbers: how data-center jobs grew from 6 months to 10 years, the margin gap dragging down its electrical unit, and the $1 billion jobs already on the…

Sep 11 • The Scuttlebutt

Ranjan Roy: Why the Anthropic-Salesforce deal makes sense for neither company, how Meta's plan to replace staff with AI imploded, and the…

He reads Dario Amodei's friendly turn as pre-IPO comms, says Meta's teen-safety settlement finally delivers two fixes he proposed back in 2019, and…

Aug 29 • The Scuttlebutt

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