Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
These unsustainable AI startups represent a material and existential amount of Anthropic and OpenAI's enterprise revenues. Cursor, for example, was expected to be $1 billion of OpenAI's 2026 revenues - and likely represents billions of Anthropic's too.
https://www.wheresyoured.at/concentration-risk/
2026-09-08T15:19:31.666Z