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Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%Sunday Insights

Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%

Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI startup field. A group of 34 leading startups in that sector, including Anthropic and OpenAI, is generating nearly $80 billion in annualized revenue, or $6.6 billion per month, from selling AI applications or access to the models that power such apps, according to The Information’s Generative AI Database. That’s up 112% from six months ago.

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The disclosures show that Trump made more than a dozen purchases and sales of Nvidia shares from January through March. 

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Ackman’s Pershing Square Builds $2 Billion Microsoft Stake

Ackman said Microsoft's recent stock slide has been driven by investors who “underestimate the resilience” of its Office 365 software.

Anthropic Calls for Tighter U.S. Chip Restrictions on China

Anthropic published a new paper on the threat from China’s AI development during President Trump’s state visit to China.

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Community Commentary

Ivan FatovicCeo, Founder OfModamily
on… A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and Abundant
Experiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.
Jordan GushurstPresident And Owner
on… SpaceX’s Starlink Makes Land Grab as Amazon Threat Looms
I think it will be fascinating to see how Amazon LEO prices their services and also how the Chinese mega constellations price LEO BB in the developing world. Musk has not made many friends with Starlink's bullying tactics and I expect the Chinese to be priced aggressively like they do in other strategic segments. I think buyers of the SpaceX IPO are facing far more pricing / margin risk then they are expecting.
Yelena AmbartsumianFounding AttorneyAMBART LAW pllc
on… Crypto Is Getting Bashed in Markets and Washington
The stablecoin fight is a proxy battle over who gets to be the next deposit‑taker in the U.S. financial system. The irony, however, is that, at the end of the day, crypto currencies are just not easy or practical to for everyday use. We've had a decade + of Bitcoin and other cryptocurrencies (ETH), where real-world experience has failed to catch up with the hype.
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