Daniel Bach
speaker
1,805 appearances
51 recordings
2 series
first heard Aug 2025
last heard 28 Aug
Daniel Bach’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 49 in all, peaking in Feb 2026 with 15.
Appearances
Anthropic's growth continues to rocket higher.
The Wall Street Journal has viewed the AI startup's financial projections shared during a current funding round, which show the company's second quarter revenue is set to more than double to almost $11 billion, up from $4.8 billion in the first quarter.
That breakneck pace means Anthropic expects to turn its first-ever operating profit this quarter.
Journal deputy tech editor Bradley Olson says that goes against the industry narrative that massive computing costs hurt profitability in the near term.
And investors are taking notice the figures could push Anthropic's valuation past rival OpenAI.
This as Anthropic, OpenAI and SpaceX all race toward public listings that could value each company at over $1 trillion.
While Anthropic previously didn't expect a profit until 2028, executives warn the company could dip back into the red later this year as spending on model training ramps up.
And demand for agentic AI is also proving a boon for NVIDIA.
Agentic AI has arrived.
That's CEO Jensen Wang, who told investors how surging demand for data center computing has driven record sales and income for the first quarter.
The results are the latest sign that the big tech companies are relying more heavily than ever on sales of hardware, especially silicon chips, to drive profits.
and that investors require them to beat expectations by wider and wider margins.
On the earnings call, Wong said that so-called hyperscalers like Amazon, Microsoft, and Google will need to continue spending big to meet massive demand for data center computing, and that spending from governments and smaller enterprises will become a bigger part of NVIDIA's business.
Investors are also anxious for any sign that Nvidia is making inroads in its plan to sell its second-tier H200 chips in China.
They've been approved for sale by the Trump administration, but so far not from Chinese authorities.
Speaking of China, Tesla shares are gaining off hours after it said its fully self-driving tech FSD Supervised will now be available there and in several other countries.
It's taken years to get approval and follows Elon Musk's trip to Beijing alongside President Trump, Jensen Wong, and other tech leaders.
The software is built on an AI-powered system that learns how to drive through millions of video clips taken from actual road experience instead of relying on pre-programmed rules and sensors.
Coming up, Rupert Murdoch's son James is buying Vox Media's assets and the Diet Coke loyalists who don't understand its fizzy relative Coke Zero in the booming sugar-free soda market.
Those stories after the break.
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