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Sri Muppidi
Reporter at The Information who covers AI companies and their economics; appeared to discuss Anthropic and OpenAI revenue and margin projections.
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Nov 10, 2025
• 36min
Anthropic’s Cost Advantage, ShopMy's $1.5B Valuation & Wildfire Fighting Drones | Nov 10, 2025
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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.
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