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-...