Gavin Baker(@GavinSBaker):Good chart from @TMTBreakout July accelerated both MoM and YoY for the sum of OpenAI and Anthropic. Some chance Anthropic shifted from gross to net reporting for ARR. Meaning the 65b is a more conservative metric than the $47. Smart thing to do before an IPO. Openrouter data shows that AI broadly has accelerated further over the last 3 weeks. Open source taking share is positive for AI infrastructure demand.

Gavin Baker

@GavinSBaker

Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.

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Gavin Baker@GavinSBaker

2026.08.19 11:59

Good chart from @TMTBreakout July accelerated both MoM and YoY for the sum of OpenAI and Anthropic. Some chance Anthropic shifted from gross to net reporting for ARR. Meaning the 65b is a more conservative metric than the $47. Smart thing to do before an IPO. Openrouter data shows that AI broadly has accelerated further over the last 3 weeks. Open source taking share is positive for AI infrastructure demand.