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I'd Sell the Shoes Myself

Anthropic's $65B run rate is the wrong number to celebrate. The only path to the $200B its $2T IPO is priced on runs through AI eating whole businesses — and the day it can, renting you the model is the last thing the smartest company in the world should do.

Aug 19, 2026

Money Train

The value left the model for the rail, and the conductor gives you a discount to ride his.

Aug 18, 2026

There Can Be Only One

Anthropic's backers are hoping for a $2 trillion valuation on a bet that intelligence concentrates into a single winner. Their CEO spent Saturday night arguing exactly that, in public, unprompted. He rents the compute it all runs on, from a competitor, on ninety days' notice.

Aug 17, 2026

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