8h 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 · 40.4K Views
2:37 PM · May 21, 2026 · 7.3K Views

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

5:37 PM · May 21, 2026 · 7.3K 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 · 40.4K Views
2:35 PM · May 21, 2026 · 637 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 · 40.4K Views
4:15 PM · May 21, 2026 · 888 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 · 40.4K Views
1:13 PM · May 21, 2026 · 8.2K 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 · 8.2K Views
2:44 PM · May 21, 2026 · 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 · 40.4K Views
11:48 AM · May 21, 2026 · 3.5K 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 · 40.4K Views
12:45 PM · May 21, 2026 · 804 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