Anthropic Breaks Revenue Records Ahead of OpenAI

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Everyone said AI was going to kill the App Store, but it turns out the exact opposite is currently happening. App launches are up sixty percent year over year and over a hundred percent so far in April. So we're gonna t-break down why, and spoiler alert, it is because of AI. OpenAI is shutting down Sora next Sunday, April twenty-seventh, and the head of Sora, the product chief, and the enterprise CTO all walked out the door on the exact same day. Something is happening inside of OpenAI, and I wanna talk about it. The next thing is that Cerebras, the AI chip company, just filed for an IPO, twenty-three billion dollar valuation and a ten billion dollar deal with OpenAI and a new agreement with AWS. The CEO is openly saying they took the fastest inference business at OpenAI away from NVIDIA. This is quite a big claim. The next thing is that Stanford's new AI index just dropped, and the performance gap between the best US and Chinese models has collapsed to a two point seven percent lead in favor of the United States. Also in this same report, AI agents jumped from twelve percent success on real computer tasks to sixty-six percent in one year. So we're gonna get into all of that, and personally, I'm seeing a lot there. The other story that I wanna talk about is that Anthropic just passed OpenAI in revenue, thirty billion dollars in annualized versus twenty-five billion for OpenAI, and they did it while training their models with way less compute. This is probably the most insane thing I've seen in a long time