Prof G, mentioned 14 times across podcast episodes and expert conversations analyzed by Sonic.
Spending commitments from OpenAI and Anthropic constitute approximately 50% of Microsoft's revenue backlog, 51% of Amazon's, 43% of Google's, and over 50% of Oracle's.
Anthropic's annual recurring revenue has reached $30 billion and is projected to grow to $40 billion.
Aswath Damodaran's recent analysis placed the intrinsic value of SpaceX at $1.2 trillion.