📈 Anthropic Now Earns 60% More Than OpenAI

The money behind Anthropic comes from companies buying software for their own staff. It just told investors that this now runs at $65 billion a year, seven times what it was in December. That figure is larger than OpenAI's, and the company is filing to go public on it. Let's dive in!

In today’s insights:

LATEST DEVELOPMENTS

Evolving AI: Anthropic is heading for a stock listing on a run rate that grew sevenfold this year.

Key Points:

Claude Code reached $1 billion in annualized revenue within six months of its launch, and enterprise developers still drive most of what Anthropic sells. Anthropic disclosed a $47 billion figure in the middle of May, so roughly $18 billion of annualized revenue arrived across the ten weeks that followed. The prospectus went to the Securities and Exchange Commission confidentially in June at a valuation near $965 billion. OpenAI's chief revenue officer argued in April that the gap is inflated by around $8 billion, because Anthropic books sales made through its cloud partners at their gross value, a treatment Anthropic has never conceded.

Claude earns its money inside other companies, sitting in the tools people use to write code and answer support tickets while the bill lands on their employer. Spending at this level settles which assistants stay in place next year and how much of the work moves across to them. A public listing would put the same growth inside the index funds that hold most retirement savings.

Most CX platforms don't own the voice. They orchestrate a workflow, then call a third party for speech and transcription. Every hop adds latency, and latency is what turns a frustrated customer into a churned one.

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You keep full control. Plug in any LLM, connect tools, webhooks, and MCP servers, and ground every answer in your knowledge base. Launch in minutes, A/B test with Experiments, enforce Guardrails, and version every change.

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Evolving AI: A hidden tracker traveled inside one rare book to show where a thousand others were headed.

Amazon's LAS8 warehouse in Las Vegas prints and ships books to order, and the tracked volume stopped at a door painted with a T. rex holding an open book. A federal judge ruled in June 2025 that buying print books and cutting them apart to scan them is fair use, since the digital copy replaces an original that no longer exists. Amazon says it buys books through commercial channels to help develop and improve its products and services.

Biblio sellers get no more explanation than that, and the stock leaving their shops is not coming back. Someone asking an AI about a forgotten subject may be reading a book that no library can lend any more. The answer will not say which book it came from, and nobody is counting how many have already gone.

What happens when an entire country starts thinking seriously about AI Anthropic visits Iceland to explore how teachers, students, and policymakers are approaching AI in education, balancing its potential to accelerate learning with concerns that it could make it easier to skip the hard thinking that learning requires. A thoughtful look at what responsible AI adoption could actually look like.

Evolving AI: Origin lets Cursor hold the repositories, built for the speed agents work at.

Microsoft has owned GitHub since 2018 and counted 225 million users on it in July, most of them working at the pace of one person reviewing one change. Cursor built for a different number and demonstrated 22.6 commits a second into a single repository at its Compile conference. Origin carries repos, pull requests, code browsing and two way GitHub sync, and it runs in early beta on paid plans while deeper agent features are still being written. Repositories synced across from GitHub keep pushing back to it, so GitHub holds the source of truth for every one of them.

Sync your first repo

Cursor now owns the editor, the agents, the models and the place the code sits, and no code host has held all four before. An engineer running agents all day clears pull requests that software opened overnight, on a platform run by the company whose agents opened them. That habit settles in long before anyone works out whether the arrangement suits the person doing the clearing.

QUICK HITS

☁️ Groq raised $350M at a $3.5B valuation, half its worth before Nvidia licensed its tech and hired its founders.

🔌 AI automation startup Relay shut down, with staff joining Google's Chrome team.

🎙️ Wispr raised $280M at a $2B valuation as it expands beyond dictation.

🏗️ Nvidia is investing $1.5B in SoftBank's data center developer behind the OpenAI project.

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