/
Navigation
C
Chronicles
Browse all articles
C
E
Explore
Semantic exploration
E
R
Research
Entity momentum
R
N
Nexus
Correlations & relationships
N
~
Story Arc
Topic evolution
S
↻
Drift Map
Semantic trajectory animation
D
P
Posts
Analysis & commentary
P
Browse
@
Entities
Companies, people, products, technologies
◇
Domains
Browse by publication source
☉
Handles
Browse by social media handle
Detection
?
Concept Search
Semantic similarity search
!
High Impact Stories
Top coverage by position
+
Sentiment Analysis
Positive/negative coverage
*
Anomaly Detection
Unusual coverage patterns
Analysis
vs
Rivalry Report
Compare two entities head-to-head
/\
Semantic Pivots
Narrative discontinuities
!!
Crisis Response
Event recovery patterns
Connected
Nav: C E R N
Search: /
Command: ⌘K
Embeddings: large
VOICE ARCHIVE

Ed Zitron

@edzitron
542 posts
2026-03-10
Remember: reports said Anthropic made $4.5bn for all of 2025, and all of this guff about “$19bn in annualized revenue” no longer make sense, especially as that “exceeds $5 billion” line is from a lawsuit filed in *march*. This is a scandal! [image]
2026-03-10 View on X
Wired

Google DeepMind Chief Scientist Jeff Dean and 30+ staffers from OpenAI and Google file an amicus brief in support of Anthropic in its legal fight with US DOD

Google DeepMind chief scientist Jeff Dean is among the AI researchers and engineers rushing to Anthropic's defense.

View original
Remember: reports said Anthropic made $4.5bn for all of 2025, and all of this guff about “$19bn in annualized revenue” no longer make sense, especially as that “exceeds $5 billion” line is from a lawsuit filed in *march*. This is a scandal! [image]
2026-03-10 View on X
Reuters

Anthropic sues to block the DOD from designating it a supply chain risk, saying the designation is unlawful and violates its free speech and due process rights

Anthropic on Monday filed a lawsuit to block the Pentagon from placing it on a national security blacklist …

View original
$5 billion TO DATE? This heavily suggests that Anthropic? Over $10 billion in inference and training costs? This heavily suggests that almost every story about Anthropic's revenue and costs they've leaked is wrong and that it's been misleading the media.
2026-03-10 View on X
Wired

Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation

Executives at the AI startup say companies paused deal talks after the Trump administration labeled it a supply-chain risk …

View original
Remember: reports said Anthropic made $4.5bn for all of 2025, and all of this guff about “$19bn in annualized revenue” no longer make sense, especially as that “exceeds $5 billion” line is from a lawsuit filed in *march*. This is a scandal! [image]
2026-03-10 View on X
Wired

Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation

Executives at the AI startup say companies paused deal talks after the Trump administration labeled it a supply-chain risk …

View original
$5 billion TO DATE? This heavily suggests that Anthropic? Over $10 billion in inference and training costs? This heavily suggests that almost every story about Anthropic's revenue and costs they've leaked is wrong and that it's been misleading the media.
2026-03-10 View on X
Reuters

Anthropic sues to block the DOD from designating it a supply chain risk, saying the designation is unlawful and violates its free speech and due process rights

Anthropic on Monday filed a lawsuit to block the Pentagon from placing it on a national security blacklist …

View original
$5 billion TO DATE? This heavily suggests that Anthropic? Over $10 billion in inference and training costs? This heavily suggests that almost every story about Anthropic's revenue and costs they've leaked is wrong and that it's been misleading the media.
2026-03-10 View on X
Wired

Google DeepMind Chief Scientist Jeff Dean and 30+ staffers from OpenAI and Google file an amicus brief in support of Anthropic in its legal fight with US DOD

Google DeepMind chief scientist Jeff Dean is among the AI researchers and engineers rushing to Anthropic's defense.

View original
The only thing that makes sense here is that Anthropic's 2025 revenues were much lower than $4.5 billion. $5bn ALL TIME? Through march? Remember this is filed with a court. Suggests Anthropic is a much much smaller business than we believed
2026-03-10 View on X
Reuters

Anthropic sues to block the DOD from designating it a supply chain risk, saying the designation is unlawful and violates its free speech and due process rights

Anthropic on Monday filed a lawsuit to block the Pentagon from placing it on a national security blacklist …

View original
The only thing that makes sense here is that Anthropic's 2025 revenues were much lower than $4.5 billion. $5bn ALL TIME? Through march? Remember this is filed with a court. Suggests Anthropic is a much much smaller business than we believed
2026-03-10 View on X
Wired

Google DeepMind Chief Scientist Jeff Dean and 30+ staffers from OpenAI and Google file an amicus brief in support of Anthropic in its legal fight with US DOD

Google DeepMind chief scientist Jeff Dean is among the AI researchers and engineers rushing to Anthropic's defense.

View original
The only thing that makes sense here is that Anthropic's 2025 revenues were much lower than $4.5 billion. $5bn ALL TIME? Through march? Remember this is filed with a court. Suggests Anthropic is a much much smaller business than we believed
2026-03-10 View on X
Wired

Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation

Executives at the AI startup say companies paused deal talks after the Trump administration labeled it a supply-chain risk …

View original
2026-03-09
Remember: reports said Anthropic made $4.5bn for all of 2025, and all of this guff about “$19bn in annualized revenue” no longer make sense, especially as that “exceeds $5 billion” line is from a lawsuit filed in *march*. This is a scandal! [image]
2026-03-09 View on X
Wired

Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation

Now billions of dollars in revenue for just this year is at stake and customers/prospects are already asking for new terms or backing out.  —  www.wired.com/story/anthro...

View original
The only thing that makes sense here is that Anthropic's 2025 revenues were much lower than $4.5 billion. $5bn ALL TIME? Through march? Remember this is filed with a court. Suggests Anthropic is a much much smaller business than we believed
2026-03-09 View on X
Reuters

Anthropic sues to block the DOD from designating it a supply chain risk, says the designation is unlawful and violates its free speech and due process rights

Anthropic on Monday filed a lawsuit to block the Pentagon from placing it on a national security blacklist, escalating …

View original
$5 billion TO DATE? This heavily suggests that Anthropic? Over $10 billion in inference and training costs? This heavily suggests that almost every story about Anthropic's revenue and costs they've leaked is wrong and that it's been misleading the media.
2026-03-09 View on X
Reuters

Anthropic sues to block the DOD from designating it a supply chain risk, says the designation is unlawful and violates its free speech and due process rights

Anthropic on Monday filed a lawsuit to block the Pentagon from placing it on a national security blacklist, escalating …

View original
$5 billion TO DATE? This heavily suggests that Anthropic? Over $10 billion in inference and training costs? This heavily suggests that almost every story about Anthropic's revenue and costs they've leaked is wrong and that it's been misleading the media.
2026-03-09 View on X
Wired

Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation

Now billions of dollars in revenue for just this year is at stake and customers/prospects are already asking for new terms or backing out.  —  www.wired.com/story/anthro...

View original
The only thing that makes sense here is that Anthropic's 2025 revenues were much lower than $4.5 billion. $5bn ALL TIME? Through march? Remember this is filed with a court. Suggests Anthropic is a much much smaller business than we believed
2026-03-09 View on X
Wired

Filing: Anthropic says it had $5B+ in all-time revenue since 2023 and could lose billions after clients paused deal talks due to supply-chain risk designation

Now billions of dollars in revenue for just this year is at stake and customers/prospects are already asking for new terms or backing out.  —  www.wired.com/story/anthro...

View original
Remember: reports said Anthropic made $4.5bn for all of 2025, and all of this guff about “$19bn in annualized revenue” no longer make sense, especially as that “exceeds $5 billion” line is from a lawsuit filed in *march*. This is a scandal! [image]
2026-03-09 View on X
Reuters

Anthropic sues to block the DOD from designating it a supply chain risk, says the designation is unlawful and violates its free speech and due process rights

Anthropic on Monday filed a lawsuit to block the Pentagon from placing it on a national security blacklist, escalating …

View original
2026-03-07
As @kakashiii111 said - why does NVIDIA need to put down a $150m deposit? Meta has the money too! This is so utterly peculiar
2026-03-07 View on X
Bloomberg

Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …

View original
It's so weird how for Anthropic the source has such specifics but Cursor has this wishy washy “profitable margin” business product. Someone I was talking to with a cursor enterprise account who was able to spend $20k+ in credits on a $9k contract, not sure how those margins work
2026-03-07 View on X
Forbes

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete

After becoming the hottest, fastest growing AI coding company, Cursor is confronting a new reality: developers may no longer need a code editor at all.

View original
2026-03-06
As @kakashiii111 said - why does NVIDIA need to put down a $150m deposit? Meta has the money too! This is so utterly peculiar
2026-03-06 View on X
Bloomberg

Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site

Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …

View original
2026-02-26
Looks like NVIDIA's net income was boosted by $5.6 billion by Intel's stock pumping since they bought in for the last quarter [image]
2026-02-26 View on X
Bloomberg

Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates

Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …

View original
Looks like NVIDIA's net income was boosted by $5.6 billion by Intel's stock pumping since they bought in for the last quarter [image]
2026-02-26 View on X
CNBC

Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings

Kai Nicol-Schwarz /CNBC:

View original