12h ago

OpenAI valuation rose 67 percent and Anthropic valuation rose 173 percent since the beginning of the year in posts referencing a February 23 Marcus on AI Substack article.

Anthropic reported second-quarter profits alongside OpenAI's Erdős problem solution.

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can someone check on gary > reports of Anthropic posting profits in Q2 > OpenAI general purpose model solves long-standing and well-known Erdös problem without scaffold > OpenAI valuation up 67% since start of the year > Anthropic valuation up 173% since start of the year

4:38 AM · May 21, 2026 View on X

all these dudes posting about anthropic’s profits without checking the fine print. (see my earlier tweet)

there’s some fine print i believe that n the openai result too, and a lot that has not been disclosed

the rest is just about hype

Lisan al GaibLisan al Gaib@scaling01

can someone check on gary > reports of Anthropic posting profits in Q2 > OpenAI general purpose model solves long-standing and well-known Erdös problem without scaffold > OpenAI valuation up 67% since start of the year > Anthropic valuation up 173% since start of the year

11:38 AM · May 21, 2026 · 47.1K Views
2:37 PM · May 21, 2026 · 9K Views

Checking the math behind the latest headlines from OpenAI and Anthropic, link below:

5:37 PM · May 21, 2026 · 16.1K Views

@scaling01 i am fine thanks

Lisan al GaibLisan al Gaib@scaling01

can someone check on gary > reports of Anthropic posting profits in Q2 > OpenAI general purpose model solves long-standing and well-known Erdös problem without scaffold > OpenAI valuation up 67% since start of the year > Anthropic valuation up 173% since start of the year

11:38 AM · May 21, 2026 · 47.1K Views
2:35 PM · May 21, 2026 · 805 Views

@scaling01 will post what you missed in my substack in an hour or so 🤣

Lisan al GaibLisan al Gaib@scaling01

can someone check on gary > reports of Anthropic posting profits in Q2 > OpenAI general purpose model solves long-standing and well-known Erdös problem without scaffold > OpenAI valuation up 67% since start of the year > Anthropic valuation up 173% since start of the year

11:38 AM · May 21, 2026 · 47.1K Views
4:15 PM · May 21, 2026 · 1K Views

can’t believe people assume that success on highly verifiable problems in math (where we don’t even know how many tests were performed and how many might have failed) iautomatically generalize to everything else when there is not a shred of evidence that they do. 🤷‍♂️

9:04 PM · May 21, 2026 · 8.4K Views

Gary is the undefeated and undisputed mental rationalization gymnastics world champion. He'll be fine.

Lisan al GaibLisan al Gaib@scaling01

can someone check on gary > reports of Anthropic posting profits in Q2 > OpenAI general purpose model solves long-standing and well-known Erdös problem without scaffold > OpenAI valuation up 67% since start of the year > Anthropic valuation up 173% since start of the year

11:38 AM · May 21, 2026 · 47.1K Views
1:13 PM · May 21, 2026 · 10.1K Views

Gary is a national treasure. We don’t deserve him.

Bojan TunguzBojan Tunguz@tunguz

Gary is the undefeated and undisputed mental rationalization gymnastics world champion. He'll be fine.

1:13 PM · May 21, 2026 · 10.1K Views
2:44 PM · May 21, 2026 · 1.1K Views

*valuations according to ventuals

Lisan al GaibLisan al Gaib@scaling01

can someone check on gary > reports of Anthropic posting profits in Q2 > OpenAI general purpose model solves long-standing and well-known Erdös problem without scaffold > OpenAI valuation up 67% since start of the year > Anthropic valuation up 173% since start of the year

11:38 AM · May 21, 2026 · 47.1K Views
11:48 AM · May 21, 2026 · 3.9K Views

@scaling01 Also Zitron must be apoplectic with the profitability

Lisan al GaibLisan al Gaib@scaling01

can someone check on gary > reports of Anthropic posting profits in Q2 > OpenAI general purpose model solves long-standing and well-known Erdös problem without scaffold > OpenAI valuation up 67% since start of the year > Anthropic valuation up 173% since start of the year

11:38 AM · May 21, 2026 · 47.1K Views
12:45 PM · May 21, 2026 · 891 Views
OpenAI valuation rose 67 percent and Anthropic valuation rose 173 percent since the beginning of the year in posts referencing a February 23 Marcus on AI Substack article. · Digg