Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Capital Markets

<ul>
<li>In FY2025, Amazon and Google platforms directly generated 47% ($2.16 billion) of Anthropic’s total sales. </li>
<li>The founders have also pledged 80% of their personal equity to charitable causes, with chunks directed toward organizations like UNICEF.</li>
<li><em><strong>There is a risk of the controlling shareholders potentially not acting in the best interests of all shareholders. Also, its management mentions its technology could be a "risk to humanity."</strong></em></li>
</ul>


In FY2025, Amazon and Google platforms directly generated 47% ($2.16 billion) of Anthropic’s total sales. 
The founders have also pledged 80% of their personal equity to charitable causes, with chunks directed toward organizations like UNICEF.
There is a risk of the controlling shareholders potentially not acting in the best interests of all shareholders. Also, its management mentions its technology could be a "risk to humanity."


Leaked IPO Prospectus of Anthropic: "Risk to Humanity" + Altruistic Incentives Vs Shareholder Value

Data-driven Insight on Companies & Consumer Trends, TickerTrends

TickerTrends

Data-driven Insight on Companies & Consumer Trends

Private Capital Markets

<ul><li>In the week ending September 27, Claude Opus mentions rose 91.1% from the prior week, while GPT-6 mentions fell 42.1% .</li><li>The Opus move was concentrated in the latest week with the release of Opus 5.5 .</li><li>Its tracked mentions had risen 11.9% in the week ending September 20, then accelerated to 91.1% in the week ending September 27.</li></ul>

In the week ending September 27, Claude Opus mentions rose 91.1% from the prior week, while GPT-6 mentions fell 42.1% .The Opus move was concentrated in the latest week with the release of Opus 5.5 .Its tracked mentions had risen 11.9% in the week ending September 20, then accelerated to 91.1% in the week ending September 27.

Claude Opus and GPT-6 diverge in GitHub mentions

Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Equity Bottom-Up

<ul>
<li>Customer service on the phone,  that job is precisely the task. And so in those cases it could be automated away.</li>
<li>At the beginning of this year, it was 70%, maybe higher, closed model tokens and 20% open model tokens. And now it’s running at about 70, 30 the other way</li>
<li>If, when we test our models, it gets out and damages the world, then the answer is we have to shut the labs down because the damage is too great.</li>
</ul>


Customer service on the phone,  that job is precisely the task. And so in those cases it could be automated away.
At the beginning of this year, it was 70%, maybe higher, closed model tokens and 20% open model tokens. And now it’s running at about 70, 30 the other way
If, when we test our models, it gets out and damages the world, then the answer is we have to shut the labs down because the damage is too great.


Ezra Klein’s Extended Interview With Jensen Huang Was Just Pure Gold. Key Takeaways, Full Transcript

<ul><li>Claude Code continues to lead over Codex in enterprise account adoption.</li><li>As of August 8, TickerTrends tracks Claude Code across 5,004 enterprise accounts, compared with 1,606 for Codex.</li><li>Since February 28, Claude Code has added 3,052 accounts, nearly three times the 1,105 added by Codex.</li></ul>

Claude Code continues to lead over Codex in enterprise account adoption.As of August 8, TickerTrends tracks Claude Code across 5,004 enterprise accounts, compared with 1,606 for Codex.Since February 28, Claude Code has added 3,052 accounts, nearly three times the 1,105 added by Codex.

Claude Code Continues to Outpace Codex in Enterprise Adoption

<ul><li>As of August 10, Claude Code’s tracked ARR was $15.12 billion compared with $8.83 billion for OpenAI Codex.</li><li>The difference between the two products was $6.30 billion, with Claude Code at 1.71 times the tracked ARR of Codex.</li><li>The tracked ARR difference was $8.38 billion on July 6, $7.07 billion on July 13, $6.73 billion on July 20, $6.25 billion on July 27, $6.06 billion on August 3, and $6.30 billion on August 10.</li></ul>

As of August 10, Claude Code’s tracked ARR was $15.12 billion compared with $8.83 billion for OpenAI Codex.The difference between the two products was $6.30 billion, with Claude Code at 1.71 times the tracked ARR of Codex.The tracked ARR difference was $8.38 billion on July 6, $7.07 billion on July 13, $6.73 billion on July 20, $6.25 billion on July 27, $6.06 billion on August 3, and $6.30 billion on August 10.

Claude Code Reaches $15.1B in Tracked ARR as Codex Climbs to $8.8B

United States

Anthropic, PBC operates as an AI safety and research company. The Company builds reliable, interpretable, and steerable AI systems. Anthropic serves customers in the United States.

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Anthropic (1892140D US)

Leaked IPO Prospectus of Anthropic: "Risk to Humanity" + Altruistic Incentives Vs Shareholder Value

There is a risk of the controlling shareholders of Anthropic not acting in the best interests of all shareholders. Also, its management mentions...

Douglas Kim

Claude Opus and GPT-6 diverge in GitHub mentions

In the week ending September 27, Claude Opus mentions rose 91.1% from the prior week, while GPT-6 mentions fell 42.1% . The Opus move was...

TickerTrends

Ezra Klein’s Extended Interview With Jensen Huang Was Just Pure Gold. Key Takeaways, Full Transcript

If, when we test our models, it gets out and damages the world, then the answer is we have to shut the labs down because the damage is too great.

William Keating

Claude Code Continues to Outpace Codex in Enterprise Adoption

Claude Code continues to lead over Codex in enterprise account adoption. As of August 8, TickerTrends tracks Claude Code across 5,004 enterprise...

TickerTrends

Claude Code Reaches $15.1B in Tracked ARR as Codex Climbs to $8.8B

The difference between the two products was $6.30 billion, with Claude Code at 1.71 times the tracked ARR of Codex. The tracked ARR difference was $8.

TickerTrends

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