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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…
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Apollo's chief economist: the global savings glut has become a savings shortage
10 takeaways: Why he says AI will not take jobs while business creation is at a record, the 4 hikes the market now prices, and the reason value beats…
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Ara Kharazian: 1% of businesses are 80% of OpenAI and Anthropic's revenue
6 numbers: the concentration he says no other software category comes close to, the per-employee spend that just fell 10% in a month, and why he is…
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Keith Rabois: an Anthropic or OpenAI IPO miss would reset every AI valuation
12 takeaways: Why he thinks a margin miss is likelier than a revenue miss, the $30B private failure that would read like WeWork, and the pitch he says…
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Brian Singerman: Founders Fund was Airbnb's 30th investor and made the 2nd most money
16 takeaways: Why he says SPVs are dead, what Peter Thiel is actually best at, and the 20% of a fund a manager has to commit before GPx's capital…
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Meta settles with 48 states, Tim Cook's last day, and OpenAI's first chip beats Blackwell | TBPN
John Coogan and Jordi Hays on why the tobacco comparison flatters Meta, what Apple loses with Cook, the Chinese robots outrunning America, and the…
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AI:AM Highlights: RL environments "rushed and vibe coded," a 27B scientist model handing its code to GPT-5.5 Codex, and Shenzhen betting on…
Vercel's CTO on why frontier models are already good at cyber defense, Arm's first silicon in thirty-five years, a photonic processor built on a…
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