
Shaun Cooley
5.1K posts

Shaun Cooley
@shauncooley
Data for the real world @Mapped



BREAKING: Republican Sen. Lisa Murkowski just filed to change the SAVE America Act exempting anyone born before 1961 from proving their citizenship.


Sen. Lisa Murkowski R-AK has submitted 15 amendments to the SAVE America Act. One of them would exempt people born before 12/31/1960 from having to prove their citizenship in order to register to vote (they are all age 65+)











Anthropic hit $14 billion in annualized revenue this month. OpenAI ended 2025 at $20 billion. That gap is closing fast. But zoom out and the math gets wild. Anthropic grew from $1B to $14B in 14 months. OpenAI grew from $2B to $20B in 24 months. Anthropic is doing it with roughly 1,500 employees. OpenAI has over 3,000. Revenue per employee at Anthropic is approaching $9 million. That’s venture capital efficiency at enterprise scale. The chart assumes both companies sustain their current growth multipliers. They won’t. Both companies’ own projections show deceleration. Here’s what each company actually forecasts: OpenAI: $20B in 2025 → ~$30B in 2026 → $100B by 2029. That’s 3.3x growth over 2025, then 1.5x, then diminishing from there. Anthropic: $9B in 2025 → $18-26B in 2026 → $55B in 2027 → $70B in 2028. That’s 2-3x in 2026, then 2-3x again, then slowing to 1.3x. Even with deceleration baked in, the lines still converge by 2027. Anthropic’s own projections show $55B in 2027 revenue. OpenAI needs to hit $60-70B that same year to stay ahead, and its growth multiplier is already lower. Here’s what the chart doesn’t show: profitability trajectory. Anthropic expects to break even by 2028. OpenAI is projecting $14 billion in losses for 2026 alone, $74 billion in operating losses by 2028, and $115 billion in cumulative cash burn through 2029. Anthropic forecasts its burn rate dropping to 9% of revenue by 2027. OpenAI’s stays at 57%. OpenAI spends $1.69 for every dollar of revenue it generates. It has committed $1.4 trillion in compute deals over the next eight years. Anthropic is building its own data centers. Claude Code alone hit $2.5 billion in annualized revenue this month, more than doubling since January. A single product generating more ARR than most public SaaS companies. Revenue lines crossing on a chart makes for a good graphic. The company that gets to profitability first wins the decade. And on that metric, the gap between these two companies is already enormous.


Elon is being characteristically modest. The true number will likely be closer to $5 trillion. Maybe higher.







Notable that 213 Democrats just used their congressional photo ID to vote NO on a voter ID bill.





















