Bloomberg reporter covering artificial intelligence companies and funding trends; broke the story on Anthropic's $65B revenue run rate.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Anthropic's revenue run rate surged from $47B in May to $65B by end of July, signaling rocket-ship growth as it prepares for a fall IPO.
OpenAI's $40B revenue run rate trails Anthropic's $65B, but the company is expanding into consumer education with a safety-first ChatGPT for Teens product targeting 13-17 year olds.