3X Long Labubu
@labubu_trader
Labubu long term investor/bag holder. Trading as a hobby. All of my tweets are just my personal opinions. Not financial advice.
No telegram/discord/whatsapp!
加入 July 2009
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Yipit's data shows lame Anth's ARR at $70B vs. $65B last month, with MoM growth down from $8B to $5B. Meanwhile, OAI is accelerating at $43B ARR and $5B MoM. This doesn't even count the fast adoption of astra as it launched after.
OAI's talent profile and AI capex moat will help them retake the throne of enterprise market and surpass Anth ARR pretty soon.
My guess is Mr. Dario will be forced to resign as CEO before the IPO and take the chairman of board as a mascot.
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