The Information's TITV Anthropic’s Cost Advantage, ShopMy's $1.5B Valuation & Wildfire Fighting Drones | Nov 10, 2025
23 snips
Nov 10, 2025 Sri Muppidi, a reporter at The Information, breaks down Anthropic’s revenue projections and contrasts them with OpenAI's strategies. Harry Rein, CEO of ShopMy, explores the e-commerce platform's rapid growth and plans behind its $1.5 billion valuation. Stuart Landesberg of Seneca discusses their innovative drone technology aimed at reducing wildfire response times to under ten minutes. Shaown Nandi from AWS delves into the hurdles enterprises face with AI adoption. Lastly, Jemima McEvoy reveals the rise of red-team security consultants safeguarding data centers.
AI Snips
Chapters
Transcript
Episode notes
Anthropic's Cost Advantage Over OpenAI
- Anthropic projects far lower compute costs and earlier cash-flow positivity than OpenAI, driven by API-focused customers and chip diversification.
- Those differences could yield a valuation gap if Anthropic raises again given its slimmer margin profile.
Chip Choice And Customer Mix Matter
- Anthropic lowers compute by matching workloads to NVIDIA, Amazon, and Google chips while OpenAI mainly uses NVIDIA and stocks backup servers.
- Product focus and customer mix (API vs ChatGPT/free users) also explain divergent cost structures.
Scale Creator Commerce With Automation
- Build tooling that scales creator marketing by automating discovery, payment, and performance tracking.
- Use data-driven allocation engines to make creator partnerships behave like performance channels.