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Anthropic's operating result, Q2 to Q3 2026, in $M: +974, plus 5,401 more revenue, minus 4,305 more compute, minus 677 of other costs net, minus a 1,960 donation match, ending at −567

Anthropic's Employees Picked the Worst Quarter to Be Generous

Anthropic made an operating profit in Q2. In Q3 its employees gave to charity, Anthropic matched them 3 for 1 in new shares, and the profit was gone.

Article/NOV 4, 2026/10 min read

Monthly gains in the share of businesses paying for AI falling from 2.41 points in March to 0.62 in September

AI needs every office worker on Earth to pay $205 a month. The typical company pays $15.70.

AI spending needs a customer that does not exist yet: the build-out runs for a decade, while the typical company pays $15.70 per employee a month and the rush to buy is already slowing.

Article/NOV 1, 2026/10 min read

Since AI Mode, Google grows search by selling more clicks, not by raising prices

Google's Cloud Doubled. And That's the Problem.

Cloud grew 103% and the stock had its worst post-earnings day on record. Cloud eats cash, search makes it, and search is slowing, so Google now sells stock and borrows.

Article/OCT 29, 2026/5 min read