This Week in Startups · Saturday, August 15, 2026
The discussion touches on the financial aspects of AI companies like Anthropic and OpenAI, including how their revenue models and infrastructure choices (renting vs. building data centers) might be perceived during IPOs. The conversation also reflects on how public perception of AI has shifted, with Claude becoming more synonymous with the technology than OpenAI's ChatGPT.
“Yes. So it's going to go out at three trillion. They're sandbagging with the two trillion. It's going to go out at 30 times top line revenue.”
“It's going to be awesome to look at the books because we're going to understand their revenue ramp. The composure of their revenue, hopefully.”
“And we were sitting here 18 months ago and people were like, what's Claude? And boom, it went racing past it.”