Published Soursen pieces tagged anthropic-claude, with the standfirst, the beat and the day the piece went up.
AI & GPU compute
The numbers coming out of the AI industry are the biggest in the history of technology, and a growing group of analysts thinks that is the problem. I went through the real figures behind the bubble debate, Anthropic’s revenue, the infrastructure commitments, the debt, the falling cost of intelligence, and who is actually paying, because the case for a correction and the case against it both rest on the same facts.
Security
Chinese labs ran nearly 200 million exchanges through Claude. A weapons cell in Yemen used it as an engineering team. Here is what holds up, and where the skepticism is fair.
AI & GPU compute
It started with an email.
AI & GPU compute
Something shifted in the AI narrative over the past few months, and it is worth paying attention to. The CEOs who spent years telling anyone who would listen that AI would eliminate entire categories of human work have gone quiet on that point.