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$ANTHROPIC · Anthropic revenue growing 3x quarterly, 80x annualized, compute deals with Google and Amazon
now playing · $ANTHROPIC
$ANTHROPICbullish· high· posdario amodei
Anthropic revenue growing 3x quarterly, 80x annualized, compute deals with Google and Amazon
Anthropic is experiencing explosive revenue growth (3x quarterly, 80x annualized) far exceeding its 10x/year compute planning, with compute supply secured through Google and Amazo…
$OPENAIbearish· highdario amodei
OpenAI lacks trustworthiness per Amodei; copies Anthropic safety advances while attacking it
Amodei left OpenAI due to trust issues and dishonesty patterns; OpenAI copies Anthropic's safety innovations (interpretability, red lines) while publicly criticizing them, and sig…
$GOOGL···bullish· mediumdario amodei
Google is Anthropic's compute provider and safety collaborator, swapping interpretability research
Google provides compute to Anthropic and collaborates on safety research including interpretability, creating a symbiotic relationship where both companies inspire each other's sa…
$NVDA···neutral· mediumdario amodei
Nvidia backs Anthropic but disagrees on China chip export controls
Nvidia is a major backer of Anthropic but opposes export controls on chips to China that Amodei advocates for, highlighting tension between commercial interests and national secur…
$MSFT···neutral· lowdario amodei
Microsoft is a major Anthropic backer alongside Amazon, Google, Nvidia
Microsoft is listed as one of Anthropic's biggest backers, though no specific commercial details are discussed.
$AMZN···bullish· mediumdario amodei
Amazon is a major Anthropic backer and compute provider with expanding partnership
Amazon is a key investor and compute partner for Anthropic, with compute deals that help secure Anthropic's infrastructure needs as revenue scales.
$PLTR···bullish· mediumdario amodei
Palantir partners with Anthropic for classified defense work via Maven Smart System
Palantir integrates Claude into Maven Smart System for US military targeting on classified networks, creating a strategic defense partnership with Anthropic maintaining red lines…
$BIDU···bearish· mediumdario amodei
Baidu's Chinese AI ecosystem raises authoritarian surveillance concerns; Amodei worked there briefly
Baidu operates in a high-tech authoritarian state where AI enables mass surveillance and suppression; Amodei's experience there shaped his geopolitical risk views on Chinese AI de…