KawzInvests(@KawzInvests):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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KawzInvests@KawzInvests

2026.08.23 19:44

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