Why the massive Anthropic deal ($50-80 billion over six years) is a map to a thousand-customer problem.
Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI.
Buyers are in a race to secure a dwindling supply of shares in Anthropic, driving the AI company's valuation on some platforms to $1 trillion.
Pluralistic: Google’s AI pricing plan (21 Jan 2026) – Pluralistic: Daily links from Cory Doctorow
Google is spending a lot on AI, but what's not clear is how Google will make a lot from AI. Or, you know, even break even. Given, you know, that businesses are seeing zero return from AI:
Anthropic boasts revenue run rate of $30 billion as the Claude developer expands its partnership with Google and Broadcom
Anthropic’s revenue run rate is higher than the trailing 12-month revenues of all but 129 S&P 500 companies....
Anthropic commits to spending $200 billion on Google's cloud and chips: Report
The commitment suggests the AI startup accounts for more than 40 per cent of the revenue backlog Google disclosed to investors last week, according to the report.
The Internet Economy
We are living in an era of bundling. The big five consumer tech companies — Google, Apple, Facebook, Amazon, and Microsoft — have moved far…
Big Tech’s A.I. Spending Is Accelerating (Again)
Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.
I think Anthropic and OpenAI have found product-market fit
Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by …
I think Anthropic and OpenAI have found product-market fit
Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by …
Google to invest up to $40 billion in Anthropic as search giant spreads its AI bets
Anthropic said its latest agreement with Google expands on a longstanding partnership between the two companies.
Analysis | Google’s AI pointed him to a customer service number. It was a scam.
There’s a new AI twist on a travel scam that has fooled people for years. Here’s what you need to know.
Why Do the Biggest Companies Keep Getting Bigger? It’s How They Spend on Tech
The secret of success for Amazon, Google and Microsoft is how much they invest in their own technology.
Anthropic will pay xAI $1.25B per month for compute | TechCrunch
Elon Musk's xAI surprised the AI world when it made a deal to sell compute to Anthropic. Now we know how much it's worth.
Scenarios for our Economic Future
The Anthropic Economics Team models the effects of AI on the economy of 2030.
Sundar Pichai of Google: ‘Technology Doesn’t Solve Humanity’s Problems’ (Published 2018)
Growing up in India, he slept on the floor of a house without a refrigerator. Today, the chief executive is steering Google through the most turbulent period in its history.
The internet has evolved to foster a fatal expectation: that the things we depend on every day are free. They aren't, but we're allowed to pretend they are with the help of ad-driven business models. The real cost is substantial, and can be measured in time, money, relationships, health, and more.
Fund Your Internet
fundyourinternet.orgImagine things being so bad that your best solution is to cut yourself off from Google Search traffic. I don't think that people realise just how much of a bad actor Google has been, for year. No other company has damaged the web nearly as much. 🧵 adweek.com/media/publishers-opt-out-goog…
Publishers Are Preparing to Opt Out of Google Search
www.adweek.com
