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Keeping a live thread of specific AI macro predictions that turned out to be wrong
Callum Williams
Verified account This account is verified. Learn more@econcallum
Senior economics writer, San Francisco bureau chief, The Economist. AI, financial markets, real estate, history. Book "The Classical School"
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Latest posts 5
The mystery of Anthropic ARR will never end
@chontang On OpenRouter, spend on Anthropic models went up 51% from Sept to Oct.View quoted post on X
AI bears need to face the facts that most AI capex is not actually debt funded
Probably my ignorance but, re: the METR report, hasn't Epoch AI shown that AI capabilities have been accelerating for a long time? @YafahEdelman
Seems important
Anthropic’s October ARR topped $80B, per WSJ, consistent with TickerTrends tracking
We tracked $82.33B as of Oct. 30, up 7.2% from our Sept. 24 weekly releaseView quoted post on X
