Though it has bizzare fixation on geopolitics and China which it severely understimated. It's pretty obvious that China is going to outinnovate and outcompute US companies quite soon. Even if just because they care about higher education, providing enough electricity and letting smart people do smart things instead of randomly muzzling them with bans and export controls and coddling them with financial protectionism.
The whole article is kind of ridiculous of course, and is also heavily fixated on OpenBrain, whatever that is.
I also wonder about the economics of running an AI lab attached to an existing large tech company (such as Meta or Tencent) instead of a dedicated company like OpenAI. It's starting to seem like it's not possible to charge enough for current-gen AI usage, with current-gen inference technology, in order to turn a profit, i.e. nobody is able or willing to pay at least marginal cost for tokens.
And a third party estimates it will exceed $1B profit in Q3: https://newsletter.semianalysis.com/p/anthropic-3q26-profit-...
Which is funny, because they launched the AI 2027 site in 2025 and it caused a lot of people to believe the end was near.
They claimed to have built a complicated model, but several people showed that it didn't matter how much you changed the inputs, it was designed to converge on the answer they wanted.