Two Paths to Wall Street: How Anthropic and OpenAI Built Opposite Businesses
Anthropic told investors it expects its first ever quarterly operating profit, around $559 million on $10.9 billion of revenue. OpenAI, preparing its own IPO filing, projects another four or five years of losses. The 85 percent enterprise versus 85 percent consumer split explains most of it.
Read full story →The Order Trump Didn't Sign: Mythos and the Limits of AI Oversight
Hours before a White House ceremony, Trump cancelled an executive order that would have let federal agencies review frontier AI models before public release. The trigger was Anthropic's Mythos, a model already flagged by Treasury as a cybersecurity risk worth briefing Wall Street CEOs about.
Read full story →Tokenmaxxing: When the AI Bill Arrives Bigger Than the Salary It Replaced
An Nvidia VP says compute now costs his team more than the engineers do. Uber has burned through its entire 2026 Anthropic budget. Individual developers are billing $150,000 a month. The comfortable assumption that AI agents are cheaper than the workers they displace is being disproved in public.
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