FEATURED — FULL NOTE

Anthropic

LAYER: FRONTIER LABS (THE PRIVATE GIANTS) · PRIVATE

~$69B revenue run-rate (Jul 2026, passed OpenAI); raised $4.5B in Q1-26; backed by Amazon (~$8B) and Google.

2026 · Sacra

SAME LAYER: FRONTIER LABS (THE PRIVATE GIANTS)

OpenAIxAISafe SuperintelligenceMistralDeepSeekCohere (private)AI21 (private)Perplexity (private)Scale AI (Meta-aligned)Thinking Machines Lab (private)

INFORMATIONAL ONLY — not investment advice. Full disclaimer.

Chain moves, every Monday — free