Anthropic's TAM and potential compute constraint

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And the Crypto.com guy runs the same playbook but now with Ai.com.

• Sam Altman touts ChatGPT’s reaccelerating growth to employees as OpenAI closes in on $100 billion funding (CNBC)
• How Capex Ramp Up Will Squeeze Google, Amazon, Meta (The Information)
• Apple is the only Big Tech company whose capex declined last quarter (Sherwood)
• A New AI Video Model From ByteDance is Making Waves (PetaPixel)
• Claude Code is the Inflection Point (SemiAnalysis)
• Crypto.com CEO unveils new AI agents to millions during Super Bowl (CoinTelegraph)
• From Svedka to Anthropic, brands make bold plays with AI in Super Bowl ads (TechCrunch)

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