Chit Chat Stocks Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves
Mar 6, 2026
Rapid ARR growth at an AI company and what it could mean for fundraising and an IPO. A lively debate over insider buying versus buybacks and which signals matter. A deep look at a fast-growing small cap in sports data and its revenue model. Controversial financial moves and subscriber strategy at a prominent web-platform company.
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Anthropic's Unprecedented ARR Surge
- Anthropic's ARR exploded to ~$19 billion in March 2026 after earlier hitting ~$10B, implying unprecedented AI revenue velocity.
- Ryan and Brett caution this growth may be VC-driven spending and unit economics (compute costs) will matter once an S-1 is filed.
Real Brokerage Growth With Positive Cash Flow
- Real Brokerage grew revenue 44% year over year with gross profit up 30% while sharing revenue with agent partners, creating strong free cash flow despite GAAP losses.
- They focus on onboarding agents, lowering churn, and expanding into mortgage/title services to deepen monetization.
Genius Sports Data Win With NFL Alignment
- Genius Sports aggregates in-stadium data, GPS tracking, cameras, and manual statisticians, selling feeds to sportsbooks, media, and leagues.
- Ryan notes NFL warrants and a 2030 renewal alignment, giving Genius incentive to retain league business.