Anthropic

5 briefs

money 2026-04-12

Anthropic Hit $30B ARR. The Revenue Race Is Now About Lawyers.

Claude didn't win the benchmark race. It won the compliance race. That turns out to be worth more.

drama 2026-04-12

Anthropic Is 'Exploring' Custom Chips. That Is the Most Expensive Way to Say No.

At $30B ARR and $500B valuation, Anthropic just discovered that renting compute from Google and Nvidia forever does not work. The first tapeout is at minimum five years away.

drama 2026-04-12

The AI That Hacked Everything

Anthropic's Mythos found thousands of zero-days. Then small cheap models found them too.

culture 2026-04-12

Karpathy Says There's a Growing Gap in AI Understanding. He Called It a Perception Problem. It's Actually a Pricing Problem.

Most AI discourse is running on sampled data from two different products. One is vastly better. Most people cannot access it.

money 2026-04-12

Michael Burry Is Betting $1 Billion That Anthropic Eats Palantir's Lunch. He's Half Right.

Burry is correct that general AI commoditizes Palantir's wrapper. He's wrong that clearances and twenty years of embedded analysts can be downloaded.