Host @AIDailyBrief // Founder & CEO @besuper_ai
- Tweets 38,772
- Following 6,630
- Followers 69,099
- Likes 62,083
Nathaniel Whittemore retweeted
@nlw Does. Not. Miss! VERY well done. Should be required listening for folks.
1
2
682
I don't think OpenAI has ever had as good a reason not to release a competitive model right now, and it's not because of security.
Anthropic is going public in the next few weeks. In the lead up, it's almost for sure that we get their next big model Fable 5.5.
In general, the game theory for these two companies is to have your next greatest model ready to go to not let the other be definitively on top for long.
Anthropic IPO coming into the increasingly skeptical market frags that, I think.
If you're OpenAI, which would you prefer to deal with:
Scenario 1: Anthropic has a blow OUT IPO. You have to fight "runner up" perception status, but the runaway Athro success gets investors back on side and calmed in their freakout about neocloud financing and whatever else. When you go, you're IPO'ing into positive sentiment and comparatively free-flowing capital.
Scenario 2: Anthropic has a blow UP IPO. Valuation lower than expected, demand lower than expected. Maybe you as OpenAI have a much easier time laying a claim to #1 than you would have otherwise, but the market is absolutely shot as Anthro's IPO whiff confirms "AI bubble has popped" narratives that further compress funding options.
IMO there's no question: you want scenario 1.
So what's the best way for you to help #1? Let Anthro have as much narrative momentum as possible with Fable 5.5, at least until they're comfortably through IPO.
To be clear, it's entirely possible that OpenAI has a different assessment on likely market outcomes, but from where I'm sitting, it looks like the best play for OpenAI is sitting on your hands (and your model) -- just for a minute.
36
7
278
45,907
Any revenue concerns investors might have with Anthropic will be solved by people using Anthropic to visualize their S-1.
I have published a 60+ chart analysis of the Anthropic S-1. I'll show here some of my favourites.
Deployed here: ant-s1.surge.sh/
Anthropic made an operating profit of $974m in Q2 2026
9
1
31
4,396
Has there ever been a time in startup history where more people felt like their highest leverage (and most important) play was inside one of two companies?
Personal update: Turns out that what I thought was leaving OpenAI became more of a sabbatical.
When I left a few months ago, I felt that the most important thing to focus on was making AI more useful to people. But we’ve since entered a different regime of AI progress. One in which getting the safety and security challenges of increasingly capable AI right has to become a central priority.
So I’ll be returning to OpenAI, joining @merettm to help chart a path through these challenges.
There’s much work to do, so let’s get going.
12
21
4,213
Nathaniel Whittemore retweeted
Companies need more AI Champions.
And those aren't the same as Power Users.
I'd probably be the latter, focused on experimenting, leaning on vibes and not focusing on the actual ROI of what I've been building.
There's the unsexy work of cataloging use cases, expanding them beyond just making things faster and then thinking hard about the actual deployment.
Furthermore, Power Users aren't always good communicators and teachers, so knowledge stays suck in their heads.
via @nlw Daily Brief
2
2
17
2,880
Not a gotcha at all on @alexisohanian because I think the below is a common experience...but...
Recently, it's the 65+ I've been finding that are the MOST excited about AI. I keep running into people who have realized they can use it to:
-help them understand health documents
-interpret bills and legalese
-write emails they never got comfortable writing
More and more they're the group I'm finding who don't have to be sold. Also, by dint of having lived longer, they're a little less likely to buy any arguments about radical broad change.
Spoke with a 70 year old skeptical about AI and I asked him why: massive $$ investments with unclear returns, water usage (I debunked that one in realtime with data), huge energy needs, risks of rogue agents hacking, and massive labor shifts.
Then I asked him about the best arguments he’d heard in favor of more AI investment: “hmm… maybe curing cancer?”
We’ve got a lot to do. We’re not talking about all the ways this is going to improve quality of life for all humanity. And no one outside our bubble sees the spectacular opportunity ahead
13
12
3,129
It's getting more and more obvious we're going to view Opus 5.5 basically just like Opus 4.5 as a fundamental unlock.
8
1
36
3,293
Argon Astra Fable Opus
Argon Astra Fable Opus
Argon Astra Fable Opus
Sol Sonnet Sol Sonnet
Argon Astra Fable Opus
Argon Astra Fable Opus
Argon Astra Fable Opus
Sol Sonnet Sol Sonnet
8
13
3,030
As the guy whose job it is to help people outside of tech and AI figure out what’s important to pay attention to in tech and AI, I can assure you that I will spend a grand total of zero minutes discussing Factory and Cognition this week (unless they release a new feature).
7
28
2,555
What OpenAI Dev Day revealed about the next phase of AI:
+Models that are good enough and cheap enough that they can do everything (Sol 6.1 + Decisions API)
+Persistent agents that take advantage of that to actually do everything (Dots)
+"Do everything" means bringing everything in (Plugin extensions) and going everywhere (ChatGPT in Apps)
+Team/multiplayer mode not just single player mode (Space)
6
27
3,936
It's genuinely hard to find the words to describe how utterly and completely Anthropic's 2025 revenue does not matter and is not a story.
ANTHROPIC FILES FOR IPO, PROSPECTUS SEEN BY REUTERS
Here’s everything you need to know:
Anthropic could seek a valuation above $2 trillion.
2025 financials:
Rev: $4.59B, up 1,088% YoY from $386M
Oper loss: $8.06B, widening from $2.98B
GAAP net loss: $41.97B, vs $8.31B in 2024
That headline $42B net loss needs some context.
Roughly $34B came from an accounting charge tied largely to the rising value of financing instruments that could eventually convert into Anthropic shares, rather than cash spent running the business.
Even excluding that, the underlying operating losses remain substantial.
Anthropic spent $7.33B on compute and infrastructure in 2025, up 190% YoY and nearly 3x the prior year.
That alone represented:
• 58% of its $12.65B in total operating expenses
• Roughly 1.6x its entire annual revenue
And the spending is expected to keep climbing.
The prospectus outlines roughly $518B in cloud, compute and infrastructure obligations as Anthropic continues building out its AI systems.
Anthropic ended 2025 with $20.28B in cash, cash equivalents and short-term investments.
Its two largest direct customers each accounted for 12% of revenue, meaning just two customers represented 24% of total 2025 sales.
Anthropic also warned that many of its largest customers are not locked into long-term contracts and could reduce or stop spending.
At the same time, the filing highlights risks around increasingly autonomous AI systems, including unexpected behavior, security concerns and potential misuse.
Anthropic is competing in an increasingly expensive AI race with OpenAI, Google, Meta and xAI.
Amazon and Google are also major strategic partners and investors in Anthropic, while supplying much of the cloud infrastructure needed to train and run Claude.
The IPO could come after the November U.S. midterm elections and would give public-market investors one of their first pure-play ways to value a frontier AI lab.
Source: Reuters
55
7
598
82,066