OpenAI Sought $30B, Found $11B: Anthropic Pulls Ahead | Stock Market

OpenAI's push to raise $30 billion has only about $11 billion credibly committed so far, while Anthropic beat it on Q2 revenue and turned an operating profit. We run both companies through a Graham-Buffett lens to show why the market now wants cash returns instead of growth stories.

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Chapters

(0:00) AI Capital Shift Overview

(2:22) OpenAI's Capital Freeze

(4:22) Q2 Revenue Race

(5:19) Navigating the AI Regime

(7:20) Anthropic's Profit Volatility

(12:37) Alphabet's Market Drop

(13:17) Alphabet's Cash Burn

(15:18) Railroad & Fiber Parallel

(20:57) Value Investing Tools

(21:08) Get the apps

DeepValues toolkit

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Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.

• This episode on YouTube: https://youtu.be/mSsKRQ1ults