Anthropic's leaked Q3 financials, showing $16.8 billion in revenue and 46% quarter-over-quarter growth, have sent shockwaves through AI boosters who were expecting parabolic growth and a $100 billion annualized run rate. The reality? The numbers expose a deeply flawed economic model built
Sign up to read the full summary
Free AI-powered recaps of every episode, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.
Guest
Tom Dautin
solo on Better Offline
Mentions
Books, people, and resources mentioned in this episode.
People
Companies
Topics
Listen to This Episode
More from Better Offline
Monologue: Anthropic Lost $8bn In 2025, Was A Worse Business Than OpenAI
Monologue: We Live Inside A Dream, But Who Is The Dreamer?
Monologue: The Pale Horsemen Arrive
Monologue: AI Is Making The Tech Industry Weak
The Enshittifinancial Crisis: Part Two
Monologue: Tokenpocalypse Now
Related episodes
From other shows on similar topics.
The Man Who Calls BS On AI: AI Is The World’s Greatest SCAM, And They All Know It! | Ed Zitron
The Diary Of A CEO with Steven Bartlett
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
All-In with Chamath, Jason, Sacks & Friedberg
Are We in an A.I. Bubble? We're About to Find Out.
Hard Fork
RIP Golden Age of Agent Experimentation 2026-2026
The AI Daily Brief: Artificial Intelligence News and Analysis
Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One
Odd Lots
25-Year Old AI Hedge Fund Prodigy Wiped Out & Jersey Mike’s Goes Public
Morning Brew Daily
Get summaries like this every morning.
Free AI-powered recaps of Better Offline and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.