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Browsing Tag

Gavin Baker

5 posts
AAnthropic
Anthropic Left as the Only Private Company in the World? CEO Dario Amodei Pushes Back on Criticism From Critics: 'I Do Not Agree That…'
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Anthropic Left as the Only Private Company in the World? CEO Dario Amodei Pushes Back on Criticism From Critics: ‘I Do Not Agree That…’

  • August 19, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Over…
AAnthropic
Optics Stocks Drop on Anthropic News, WSJ Report: Lumentum Down 10%, Corning Down 8%, AXT Down 12%
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Optics Stocks Drop on Anthropic News, WSJ Report: Lumentum Down 10%, Corning Down 8%, AXT Down 12%

  • August 18, 2026
Quick Read Anthropic’s $65B ARR missed $80B+ whisper figures, triggering risk-off selling that sent Lumentum (LITE) down 10%…
AAI
Anthropic CEO says AI backlash is ‘fundamentally a crisis of trust’
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Anthropic CEO says AI backlash is ‘fundamentally a crisis of trust’

  • August 16, 2026
Anthropic CEO Dario Amodei recently pushed back against the idea that he’s been painting an overly pessimistic picture…
AAnthropic
An Upcoming IPO Could Soon Surpass NVIDIA As The World’s Most Valuable Company (It’s Not SpaceX)
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An Upcoming IPO Could Soon Surpass NVIDIA As The World’s Most Valuable Company (It’s Not SpaceX)

  • May 27, 2026
Quick Read Gavin Baker, founder of Atreides Management, argues that Anthropic will eventually surpass NVIDIA (NVDA) as the…
AAI
Debt Spirals vs. AI Factories: The Great Macro Divide of 2026
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Debt Spirals vs. AI Factories: The Great Macro Divide of 2026

  • May 24, 2026
Quick Read Nvidia (NVDA) reported Q1 FY2027 revenue of $81.61B, up 85% year over year, with data center…
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