Alex Wilhelm

speaker

67,402 appearances 274 recordings 1 series first heard Sep 2024 last heard 19 Aug

Alex Wilhelm’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 108 in all, peaking in Oct 2025 with 15.

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This Week in Startups · Why does Gen Z hate AI? · 18 May 2026 podcast

Oh that is for sure. matched

down i want i want i want to decimate it i want to let people be free but i feel like we're not addressing some of the structural things that would take your point and just turbocharge it and help over matched

The information reports that anthropic and open AI generate 89% of all AI startup revenue, or basically revenue made by AI startups, Jason. matched

And there's this particularly uh terrifying chart. matched

I'm curious what you think about this and if this is bad news for startups. matched

But as you can see here, going back to July of 2023, there's been a dramatic ramp in revenue from the major AI companies. matched

And then if you see those little gray bars, that's pretty much everyone. matched

Yeah. matched

Uh, I think this is a monthly as the data is released. matched

I don't think we have exact monthly. matched

Well, no, matched

Not included in here, but it's worth noting that Anthropic doesn't take out the twenty percent or so it pays to certain cloud providers when reporting its annualized run rate. matched

So there is a little bit of that kind of hidden inside the data JSON, but not enough to really change the overall picture. matched

billion in annualized revenue, about six point six billion dollars per month. matched

One more data point for people following along. matched

Uh six months ago. matched

The two major labs, Anthropic and Open AI, were actually four and a half percent less of the total startup AI revenue out there. matched

So they're actually gaining share on these startups, which is a little staggering because we've seen companies like Cursor grow quickly, Cognition grow quickly. matched

Eleven Labs is a rocket ship, Harvey, Lagora, et cetera. matched

Uh, and they're still losing ground. matched

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