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Sources: Goldman Sachs expects Anthropic revenue of ~$52B in 2026 and $600B+ by 2030, operating profit in 2029, and positive free cash flow in 2030 (Financial Times)

Wall Street bank projects AI start-up will increase sales by 130 times — and be cash flow positive — by end of the decade

We haven't written up this one. Techmeme has the full story — the link below goes straight to it.

Also reported by 1 other outlet

Read the original at ft.com →

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Gemini 4 Carbon is now available

  • Google makes Gemini 4 Carbon available to developers and enterprises.
  • Model excels in complex coding, debugging, and scientific research.
  • Pricing identical to Gemini 4 Argon with enhanced safety measures.

Almost nobody uses AI agents to order food or rides on apps like Uber

Uber, DoorDash and AI agents show limited traction as ride-hailing and food delivery customers test tools like Meta Muse and Instinct.

  • AI agents used for ordering food or rides on apps like Uber and DoorDash
  • Uber received only about 500 orders via AI agents in the last week of October
  • DoorDash CEO Tony Xu mentioned several hundred orders from AI agents annually

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