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Zeitgeist — a spike by Chris Gathercole
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Monologue: Anthropic Slows Down

Podcast · ~14 min · Listen · (gathered 2026-10-18)

  • Ed Zitron argues that Anthropic’s Q3 revenues, despite being “big,” underwhelmed an already-nervous market, suggesting that the more real financial numbers emerge, the less optimistic the AI industry’s outlook appears.
  • The monologue implies a critical stance on current AI valuations, with the linked “Annualized Enron Rate” newsletter potentially offering a framework for evaluating potentially inflated tech company financials.
  • The piece highlights that even significant revenue figures, such as Anthropic’s reported $16.8 billion in Q3, are not sufficient to meet market expectations, signaling a growing disconnect between AI hype and financial reality.