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Good Revenue

@goodrevenue

Being the market leader does not mean you are winning. OpenAI appears to be reacting to Anthropic’s success, while still struggling to define its own value creation. zurl.co/sHRms #ArtificialIntelligence #BusinessModel #GoodRevenue

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China didn't invade the West. It just bought things. A lot of things. Secret things. A new study on the full scope / implications of Chinese foreign investment is out and honestly it reads like a heist movie. zurl.co/P0m6q #China #Geopolitics #ForeignPolicy

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Anthropic is back on top in the IPO race while OpenAI demoted its CFO for telling the truth about the fact that it doesn't have a viable business model + is not ready for public markets. Who goes public without a CFO? zurl.co/pGksE #Anthropic #AI #GoodRevenue

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Generic semaglutide is spreading globally, with Canada emerging as a key pressure point. Once Americans see $15 pricing just across the border, sustaining premium drug margins becomes much harder. zurl.co/Rti9Z #Pharma #Healthcare #GoodRevenue

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Claude Code's source code leak was due to a serious misjudgment on the part of a single engineer. Which raises wider security questions and might affect Anthropic's 2026 IPO trajectory. Watch full episode: zurl.co/n0YhA #AI #Anthropic #Risk #Cybersecurity #IPO #GoodRevenue

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Pope Leo just called for disarming AI. Highlighting the "culture of power" driving the AI arms race, he warned critical decisions about morality, humanity, and consequences cannot be delegated away. AI must serve humanity, not the other way around. ▶️ zurl.co/UcGHb #AI #PopeLeo #AIPolicy

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China sold Iran a satellite + access to China-based ground stations being using to target US assets and allies in the Gulf according to the FT. Why isn't this a bigger deal in the wider US-China rivalry? ▶️ zurl.co/hwisD #Geopolitics #EnergyMarkets #OPEC

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Mythos, Anthropic's new AI model, is too powerful for the average bear. It’s uncovered thousands of critical vulnerabilities across major operating systems and browsers, so for now, access is limited to top firms. With power like that, what’s the long game? #Cybersecurity #Anthropic #GoodRevenue

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Allbirds went from $4B valuation to selling its IP for $39M. This week it rebranded as Newbird AI and said it would lease GPUs. And its market cap hit $148M. Apparently you really can slap AI on anything right now... ▶️ zurl.co/iU51y #AI #Markets #GoodRevenue

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No energy, no chips. No chips, no AI. The Iran war is putting Taiwan and Korea’s production at risk within months. zurl.co/cUweo #AI #SupplyShock #GoodRevenue

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