OpenAI just did $10B in revenue in a single quarter for the first time. • Up nearly 50% from Q2, nearly 3x from a year ago • About $50B annual run rate • Enterprise doubled quarter over quarter, now half of revenue • Operating loss still widened to $10.9B from $10.1B Anthropic prices its IPO next week. Does this make the AI trade look cheaper or scarier? 👀 $SPY $QQQ $MSFT
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