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27:55EN
Theo - t3․gg· 2026년 5월 28일Theo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.
36:45ENTheo - t3․gg· 2026년 5월 4일Theo on the Microsoft–OpenAI Agreement and Amazon’s Cloud OpportunityTheo Browne · Ping LabsThe 2026 amendment changes exclusivity and revenue sharing while keeping Microsoft and OpenAI in a continuing partnership.