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corey weinberg

T3 · host / generalist

Corey Weinberg is a senior reporter at The Information who authored a profile of Anthropic CEO Dario Amodei and covers AI company business models.

2 calls·2 names·50% bull·last heard 3 days ago·The Information
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
1sthigh conviction
$ANTHROPICAnthropic

Anthropic surpasses OpenAI in sales, dominates AI coding market

Anthropic has overtaken OpenAI in revenue and dominates the lucrative AI coding tools market, driven by a bunker-like culture and Dario Amodei's leadership, but its commercial success intensifies the AI race dynamics it was founded to mitigate.

The Information2026-08→
2ndmedium conviction
$CANVACanva

Canva growth slows to 20% as AI inference costs strain freemium model

Canva's freemium model is under pressure from rising AI inference costs, forcing a slowdown in AI feature rollout and causing revenue growth to decelerate to ~20% as users defect to free AI alternatives like ChatGPT.

The Information2026-08→

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recurring themes

2 total
$CANVA
Canva
MEDcorey weinberg·The Information·3 days ago
Canva growth slows to 20% as AI inference costs strain freemium model
Canva's freemium model is under pressure from rising AI inference costs, forcing a slowdown in AI feature rollout and causing revenue growth to decelerate to ~20% as users defect to free AI alternatives like ChatGPT.
"Canva really shocked investors earlier this week... expecting a lot slower growth. We're going to grow about 20% this year... cost to serve that user... is a lot more expensive wh…"
31:02
$ANTHROPIC
Anthropic
HIGHcorey weinberg·The Information·3 days ago
Anthropic surpasses OpenAI in sales, dominates AI coding market
Anthropic has overtaken OpenAI in revenue and dominates the lucrative AI coding tools market, driven by a bunker-like culture and Dario Amodei's leadership, but its commercial success intensifies the AI race dynamics it was founded to mitigate.
"Anthropic passed OpenAI in sales earlier this year. It totally dominates the most lucrative market in AI coding tools... they have like a bunker a bunker-like mentality... Dario s…"
18:19