Episode #105: Beating OpenAI at Their Own Game: Our Case, and the Filing That Settles It

Podcast: Stewart Squared · Stewart Alsop II, Stewart Alsop III

Opublikowano: 2026-09-03

In this episode of the Stewart Squared podcast, host Stewart Alsop III and his father Stewart Alsop II dig into the unprecedented AI infrastructure buildout happening across big tech, with Google raising $85 billion in equity and floating bonds to fund data centers while questions mount about whether this mirrors the dark fiber overbuilding of 2001. They analyze the diverging paths of Anthropic and OpenAI, with Anthropic's revenue reportedly hitting a $65 billion run rate—now surpassing OpenAI—while maintaining a focused enterprise strategy versus OpenAI's scattershot approach and slowing growth. The conversation covers everything from token economics and the commodification of frontier mode...