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Practical insights for scaling AI with confidence — from ROI to governance

Enterprise AI Weekly EP17 video: Anthropic made $16.8B last quarter, why are investors nervous
Industry Analysis

Anthropic Made $16.8B Last Quarter. Why Are Investors Nervous?

Anthropic made $16.8 billion last quarter and turned a profit, yet investors are talking about a discount. Paul Brzozowski reads the room across five stops: Anthropic’s flat summer run rate, Accenture capping Claude at $29 per person per month, Gemini 4 Argon’s December 1 price rise, Meta and Apple running Muse Spark Open on Mac Studios, and JPMorgan’s CFO saying the AI benefit is not yet observable in earnings.