Google Just Admitted Claude Already Won

Key Takeaways

Sundar Pichai just made the most insane bet in Google's history. He gave $40 million to Anthropic, the company building the AI that's destroying Google's Gemini. And Sam Altman is watching in horror. So, welcome back, guys. This is Learn AI or get left behind day 70. Here's what just happened. Google committed $40 million to Anthropic in cash [music] and compute. $10 stayed to the bank, another $30 lined up. Plus, 5 gigawatts of TPU capacity over the next 5 years. That is enough compute to power a small country. And just 4 days before this, Amazon dropped $25 million on Anthropic, too. Same week, same company, $65 million total. Now, here's the wild part. Anthropic revenue went from $9 million to $30 million a year in 4 months. No company's history has ever scaled that far. And Sundar funded the team that beats his own Gemini at coding. Why? Because he knows the race is over. Claude already won. And that is so clear. Now, comment Anthropic and I'll send you the full breakdown.