Anthropic · Fortune Technology
Anthropic has in recent weeks shown that it does not have the computing capacity to handle the skyrocketing adoption rates
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Anthropic also said it has achieved an annual revenue “run rate” of $30 billion.
Key facts
- The publication said that Friar had voiced these concerns before OpenAI’s $122 billion fundraise—which was announced last week and valued OpenAI at $852 billion post-money
- JPMorgan CEO Jamie Dimon predicts AI will cut the workweek down to 3.5 days—and tells Gen Z developing EQ is more important than ever —by Emma Burleigh
- Mercor, a $10 billion AI startup that works with companies including OpenAI and Anthropic, confirms major data breach —by Beatrice Nolan
- The Information reported that Friar has privately disagreed with Altman’s timeline for an IPO and voiced concerns about the company’s $600 billion in spending commitments over the next five years
Summary
OpenAI dominated the news over the past few days. Their colleague Beatrice Nolan, who broke the news about Mythos’ existence a few weeks ago, has the news on Project Glasswing here. The New York Times has more on that evolving risk in this story here. Anthropic has in recent weeks shown that it does not have the computing capacity to handle the skyrocketing adoption rates it has experienced, especially with agentic tools like OpenClaw (Anthropic also imposed strict usage caps during peak hours that have annoyed many users.) In part to address this compute crunch, Anthropic announced an expanded partnership with Google and Broadcom to access data centers running Google’s TPU chips coming online by 2027. (More on that below.) But, in the meantime, Anthropic’s decision may have a big impact on how AI agents get used, perhaps slowing adoption, or perhaps driving many more people to start using open-source models as the brains behind these agents.
Ok, so without further ado, the OpenAI stuff:. The OpenAI development that probably matters least, but which nonetheless had everyone in the media talking, is OpenAI’s decision to buy the year-old vodcaster TBPN (Technology Business Programming Network) for an amount that Financial Times was in “the low hundreds of millions.” OpenAI, in announcing the deal, said that it’s “become clear the standard communications playbook doesn’t apply to us,” and that the company needed “to help create a space for a real, constructive conversation about the changes AI creates—with builders and people using the technology at the center.” The word “constructive” here is doing a lot of work. If it weren’t already clear why OpenAI wants to own the messenger and dislikes traditional journalism, then the New Yorker underscored the rationale by publishing a lengthy profile of OpenAI CEO Sam Altman that was the result of a year-and-a-half of investigative reporting by Ronan Farrow and Andrew Marantz.