🚨 ANTHROPIC'S $16.8B QUARTER MEETS EU AI PROBE
🚨 Anthropic just laid its cards on the table for investors: revenue of $16.8 billion last quarter. In the same week, the EU opened an investigation into the company.
1. Anthropic's third-quarter revenue was $16.8 billion, up 45% year over year. Reuters, Bloomberg, The Wall Street Journal, and The New York Times all confirmed it on the same day. This is the final disclosure before its IPO.
2. The EU has launched investigations into OpenAI and Anthropic. The trigger: incidents involving AI agents. This is the first enforcement test of the EU AI Act (Euronews/Computerworld).
3. Barron's has learned that Anthropic is planning an IPO at a $2 trillion valuation. But its list of risks keeps getting longer.
My take: revenue from AI agents and incidents involving AI agents are going on the same balance sheet. Until the EU rules on this case, a $2 trillion valuation is just a story.
What to watch: whether the EU imposes a fine. If it does, every company selling the AI-agent story will have to be revalued.
Are you betting Anthropic rings the opening bell first—or gets hit with a fine first?
#AIAgents
——
Fully quantitative trading, capturing every market opportunity.
🚨 Anthropic just laid its cards on the table for investors: revenue of $16.8 billion last quarter. In the same week, the EU opened an investigation into the company.
1. Anthropic's third-quarter revenue was $16.8 billion, up 45% year over year. Reuters, Bloomberg, The Wall Street Journal, and The New York Times all confirmed it on the same day. This is the final disclosure before its IPO.
2. The EU has launched investigations into OpenAI and Anthropic. The trigger: incidents involving AI agents. This is the first enforcement test of the EU AI Act (Euronews/Computerworld).
3. Barron's has learned that Anthropic is planning an IPO at a $2 trillion valuation. But its list of risks keeps getting longer.
My take: revenue from AI agents and incidents involving AI agents are going on the same balance sheet. Until the EU rules on this case, a $2 trillion valuation is just a story.
What to watch: whether the EU imposes a fine. If it does, every company selling the AI-agent story will have to be revalued.
Are you betting Anthropic rings the opening bell first—or gets hit with a fine first?
#AIAgents
——
Fully quantitative trading, capturing every market opportunity.
