Discussion

• @daniloc.xyz @daniloc.xyz on bluesky

  the real nutty stat here: ‘business subscriptions have quadrupled since the start of the year.’ whatever subjective experience you have of agent usage exploding, there are the numbers to prove it.  [embedded post]

• @wittywebhandle Blaise Ulysse Bernard Collins on bluesky

  Note: There is no function by which we can tell if this is ‘cash’ or just bullshit.  —  And Nvidia and Microsoft; parties we KNOW are not using real cash are cited as making up ‘a portion’ of that $30B but never which portion or how much.

• @jacobrintamaki Jacob Rintamaki on x

  Forget the 14B revenue graph Claude Code is growing >100% MoM at 2.5B in run rate. [image]

• @emollick Ethan Mollick on x

  There are reasons to argue about financial bubbles in the funding of data centers, but it is increasingly clear from the numbers that the frontier AI companies are showing that AI is, indeed, a very massive business with high demand and rapid growth rates.

• @pitdesi Sheel Mohnot on x

  $14B revenue, >10x growth each of the last 3 years >500 customers spending >$1M/yr at Anthropic vibe has really shifted in favor of Anthropic over the last year

• @andy_l_jones Andy Jones on x

  i am glad this chart is public now because it is bananas. it is ridiculous. it should not exist. it should be taken less as evidence about anthropic's execution or potential and more as evidence about how weird the world we've found ourselves in is. [image]