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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Anthropic and OpenAI account for 50% of Microsoft, Google and Amazon’s revenues, and OpenAI’s ability to pay as much as $70 billion a year represents a mortal contract with Oracle.
OpenAI and Anthropic will both - can’t just be one of them! - need to be at $200bn/yr by 2030. They cannot slow down.
2026-05-26T04:30:36.471Z