Broadcom

2 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.