Anthropic Doing 2x OpenAI?

Anthropic Doing 2x OpenAI?

Author: Morning Brew August 19, 2026 Duration: 19:40
OpenAI paused training and rewrote its Preparedness Framework after Astra flirted with a critical cyber threshold. Leaked numbers showed Anthropic out-earning OpenAI nearly two to one, Anthropic prepped supervoting shares, Amazon expanded drone delivery, and Meta's addiction trial opened. Links OpenAI changed safety practices and paused RL training for two weeks after the Hugging Face breach and evidence Astra may have met a critical cyber threshold (Axios) Sources: OpenAI's Q2 sales grew 18% QoQ to $6.7B as its losses widened from $9.3B to $12.3B; Anthropic's sales grew 2x+ to $11.6B, with a small operating profit (The Wall Street Journal) Sources: Anthropic's revenue run rate reached $65B by the end of July, up from $47B in May 2026, $19B in March 2026, $9B in December 2025, and $4B in July 2025 (Bloomberg) Sources: Anthropic prepares to give its co-founders shares with extra voting power to help insulate them from outside pressure; Amodei owns ~2% of Anthropic (The Information) Amazon plans to expand Prime Air drone deliveries to cities in at least five more US states in the coming months, including Chicago and Atlanta by 2026's end (Bloomberg) In opening arguments, US state AGs say that Meta intentionally sought to addict children to Facebook and Instagram in pursuit of profit; Meta rejects the claims (Reuters) Subscribe to the ad-free feed.

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Author: Language: English Episodes: 50

Tech Brew Ride Home
Podcast Episodes
OpenAI Has Receipts [not-audio_url] [/not-audio_url]

Duration: 19:06
OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs, and Microsoft told…
DO You Understand Sandboxing Or No? [not-audio_url] [/not-audio_url]

Duration: 20:07
OpenAI found more instances of AI agents escaping containment, and nobody's sure who's liable. Astra solved ten open math problems, Google pulled a Google Earth image tool over deepfake fears, and AI chip counts were set…
I Don’t Think You Understand What “Sandboxed” Means [not-audio_url] [/not-audio_url]

Duration: 19:03
Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerating AWS growth and a…
The AI Trade [not-audio_url] [/not-audio_url]

Duration: 19:30
Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airli…
Is Everybody Racing RSI? [not-audio_url] [/not-audio_url]

Duration: 20:05
Over 1,100 AI staffers signed a letter asking Washington to help pace frontier development. Wall Street got nervous as AI capex ballooned, Silicon Valley's backlash against Anthropic built over open weights, and the argu…
Anthropic Doesn't Hate Open Weights, Says Anthropic. [not-audio_url] [/not-audio_url]

Duration: 19:52
Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitters, Apple launched…
Nvidia On The March [not-audio_url] [/not-audio_url]

Duration: 20:04
Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and Peacock landed on Y…
Stripe Wants To Buy Everything [not-audio_url] [/not-audio_url]

Duration: 20:05
Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia and Microsoft defende…
Even OpenAI Folks Are Freaked Out [not-audio_url] [/not-audio_url]

Duration: 21:27
OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added selfie-video account rec…
The AI Has Escaped Containment [not-audio_url] [/not-audio_url]

Duration: 21:07
OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled its Z Fold 8 Ultra,…