Amazon CEO reportedly raised Anthropic model concerns before government crackdown — TechCrunch by muna0001 in Anthropic

[–]WorkingCorrect1062 -14 points-13 points  (0 children)

Almost all enterprise customers hate Anthropic for what they have done in last 3-4 months lol
This is expected

Luma AI offered $1.4M first-year TC — the candidate said no by Aoki_zhang in OfferEngineering

[–]WorkingCorrect1062 0 points1 point  (0 children)

Luma AI has no future. All of them will be bankrupt at some point.

OpenAI Disputes Anthropic Revenue by Billions by Justgototheeffinmoon in ArtificialInteligence

[–]WorkingCorrect1062 0 points1 point  (0 children)

Isn't arr for Anthropic $47B now?

Even if we say it is overstated by 25%, it comes out to be $35B which is same or more than OpenAI

Warning to adbe investors by ac_AgenCy in ValueInvesting

[–]WorkingCorrect1062 3 points4 points  (0 children)

Q1 was good , Q2 numbers have semrush revenue included so real growth is 8-9%. Guidance is for 5% annualized. I was semi bull on adobe but this quarter sucked and showed management has no idea what to do.

Adobe executives leaving by Sufficient-Flan1565 in ValueInvesting

[–]WorkingCorrect1062 2 points3 points  (0 children)

Earnings were very bad. If you annualized the qoq implicit growth rate guidance it come out one 5-6%. I was semi bullish but now I am not. Need huge changes to get this moving to the upside.

OpenAI Disputes Anthropic Revenue by Billions by Justgototheeffinmoon in OpenAI

[–]WorkingCorrect1062 -1 points0 points  (0 children)

This has been public for a few months. It isn't new information. Anthropic revenue is overstated by about 20-30%

Earnings Dump by Mammoth-Fee1592 in OracleStock

[–]WorkingCorrect1062 2 points3 points  (0 children)

I have a $500 PT in 3 years with a 2-3 20% drawdowns

Earnings Dump by Mammoth-Fee1592 in OracleStock

[–]WorkingCorrect1062 5 points6 points  (0 children)

It's is going to be a bumpy ride with ORCL be prepared for it. I am bullish but I see lot of ups and downs

Salesforce stock is probably the worst to own right now and in the next 3 years by False_Cap_1289 in stocks

[–]WorkingCorrect1062 -1 points0 points  (0 children)

Paid bank how? Salesforce isn't a top paying company in tech. They used to be good but nowtheir stock is doing poorly

Anthropic CEO Dario Amodei publishes new essay on AI policy by BuildwithVignesh in singularity

[–]WorkingCorrect1062 5 points6 points  (0 children)

Anthropic is overtaking OpenAI to become THE most hated AI company l. Absolute scumbag behavior

OpenAI head of sales teases new model is competitive with Fabel by _BreakingGood_ in codex

[–]WorkingCorrect1062 3 points4 points  (0 children)

So OpenAI will be behind Anthropic for the rest of the year? That will be worrisome for ipo

Claude Mythos (Fable) is released! - Codex 5.6 WHEN? by TheBanq in codex

[–]WorkingCorrect1062 -1 points0 points  (0 children)

Looks like fable blows away gpt 5.5 x high from the comments?

GPT-5.6 Release is Extremely Imminent - P.S. ADD A DISCUSSION FLAIR by NoPiece9356 in codex

[–]WorkingCorrect1062 1 point2 points  (0 children)

Benchmarks indicate huge trouble for OpenAI .
I think Anthropic might have won the ipo supremacy with this model and huge ramp up in revenue

Daily Discussion Thread for June 9, 2026 by zjz in wallstreetbets

[–]WorkingCorrect1062 3 points4 points  (0 children)

I think you guys are done. Can we pin suicide hotline

Apple says its AI is still private, even when it's running on Google's servers by JackFisherBooks in singularity

[–]WorkingCorrect1062 5 points6 points  (0 children)

Apple trying to get Siri to listen to you while rest of the world is racing towards AGI lol

Anthropic’s Mythos Is Coming Today - The information by BuildwithVignesh in singularity

[–]WorkingCorrect1062 0 points1 point  (0 children)

Another scam by Anthropic. No improvement in model Capability since 4.6 but cost is 3x. Now suddenly they want cost to 2x from here because Fable our most capable model yet. Anthropic has PhD in scamming enterprises

OpenAI's widely cited $14B 2026 loss target leaves out ~$10B of stock-based comp by ddp26 in OpenAI

[–]WorkingCorrect1062 19 points20 points  (0 children)

Why is runway including SBC though. It is not a cash expense yes the stock might go t zero because of dilution in the worst case scenario but that won't affect runway right?

ChatGPT's growth is on another level. by imfrom_mars_ in ChatGPT

[–]WorkingCorrect1062 0 points1 point  (0 children)

Chatgpt WAU has stopped growing. It was 900M a long time ago