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KawzInvests
@KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD
가입 October 2021
564 팔로잉 중    117.6K 팬
From the Financial Times Anthropic July revenue: $65B annualized. Investors had modeled over $80B. OpenAI: over $40B annualized, up 35% quarter to date. GPT 5.6 reaccelerated them after a slow start to 2026. FT says OpenAI is gaining ground on Anthropic. Spending on Fable 5, Anthropic's most expensive model, has flatlined at about 11% of total Anthropic spend, two and a half months after launch. Opus 5, Anthropic's cheaper model, launched in late July and has already passed Fable 5 in business spending. $NVDA
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