Sean Russo

speaker

443 appearances 3 recordings 1 series first heard Jun 2026 last heard 8 Sep

Sean Russo’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Compound and Friends · What You Need to Survive a Bull Market · 2 Jun 2026 podcast

But one thing that I was thinking about was like, has there ever been a decade where it just followed the playbook?

Like things aren't normal and it kind of feels like it's been not normal for so long that that is the playbook.

And I don't, I don't know if that's like the normal thing to think, but that's like definitely how it feels.

Well said.

It's Greg's time now.

What's that?

I said it's Greg's time now.

I mean, I think...

obviously it's a bit different of a business than a railroad or a Geico, but I think you could understand the margins and the revenue growth and their own digital moat that they've created between search and cloud and YouTube and all of the tens of businesses that you guys talk about that are underneath the alphabet umbrella.

I think you kind of understand it's kind of the same process just in a more, you know, 2026 way.

John, will you chart on the Anthropic revenue chart?

This is from the information.

So this is annualized revenue for both Anthropic and OpenAI, which I would argue are the figureheads of the AI trade thus far.

Anthropic literally started like a few years ago.

To throw out some stats, their revenue trajectory went from $87 million in January of 2024, which was like not that long ago, to a billion by the end of 2024, so that was a 10x, to 9 billion by the end of 2025, which was another 9x, which, by the way, was six months ago.

And now, this was just reported a week or so ago, their run rate, their annualized revenue run rate is now 45 billion.

which was a 5x from the already 9 billion that we had six months ago.

So I don't know.

I mean, I wouldn't say if we're putting it in innings terms, we're not in the first inning, but we're certainly not in the sixth or seventh.

I would agree with you guys.

Showing 241–260 of 443 · page 13 of 23