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azeem azhar

T2 · manager / operator

Analyzes AI economy by reconstructing revenue data across supply chain; tracks AI revenue inflection vs historical tech waves.

1 call·1 name·100% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$ANTHROPICAnthropic

Anthropic sustains 200% revenue growth rate, defying slowdown expectations; benefits from Google talent exodus

Annualized AI revenues growing 3x faster than internet/mobile; Anthropic 'went on a real tear' keeping growth at ~200% while competitors expected deceleration, attracting top researchers from Google.

Bloomberg Tech2026-06→

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$ANTHROPIC
Anthropic
MEDazeem azhar·Bloomberg Tech·2 months ago
Anthropic sustains 200% revenue growth rate, defying slowdown expectations; benefits from Google talent exodus
Annualized AI revenues growing 3x faster than internet/mobile; Anthropic 'went on a real tear' keeping growth at ~200% while competitors expected deceleration, attracting top researchers from Google.
"IF YOU ANNUALIZED THE CURRENT MONTH OR ANNUAL REVENUES, THAT REPRESENTS A 200% GROWTH RATE ON THE PREVIOUS POINT THIS TIME 12 MONTHS AGO BUT THE CURRENT GROWTH RATE IS STILL AROUN…"
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