Anthropic set for first profitable quarter as OpenAI and xAI continue burning billions

Artificial intelligence companies have spent the past three years burning cash at a pace Silicon Valley has rarely seen. Billions have gone into GPUs, data centers, talent wars, and training larger AI models. Profitability felt far away, almost irrel... [3737 chars]
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June 2026 newsletter

The June edition of my sponsors-only monthly newsletter is out. If you are a sponsor (or if you start a sponsorship now) you can access it here. This month: Claude Fable 5, GPT-5.6...