Saanya Ojha, Partner @ BCV
Anthropic's S1 filing reveals a frontier AI company with explosive revenue growth (16.3B annualized run-rate in H1 2026), collapsing compute costs (55% of revenue vs. 201% a year prior), and 900% NDR, plus analysis of AI infrastructure as an emerging credit story, Google's earnings miss despite strong fundamentals, and Reddit's discovery that Google's AI extraction erodes referral value—signaling a shift from open web traffic economics to gated, licensed data models.
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Topics: AI (Horizontal) · AI Infrastructure · Data & Analytics
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