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Welcome to the Tech Brew Ride home for Tuesday, April 7, 2026. I'm Brian McCullough. Today is the day of tipping points, potential or otherwise. Anthropic's new deal with Google and Broadcom and some newly released numbers might be the tipping point in a couple of AI horse races. The gold rush Landgrab in the world model space, the dubious gold rush for SEO in the AI era, and an urgent wake up call in the quantum computing will break cryptography space. Here's what you missed today in the world of tech so Anthropic has signed an agreement with Google and Broadcom for multiple gigawatts of TPU capacity. And that's nice, but that's not the headline anyone actually cares about. They care about this. Quoting Bloomberg, Anthropic PBC said its revenue run rate has now topped $30 billion, up from $9 billion at the end of last year, and has confirmed plans to work with Broadcom and Google to power its burgeoning operations. The AI Anthrop said that demand for its CLAUDE services had accelerated this year, with more than 1,000 business customers spending over $1 million on an annual basis. That figure has more than doubled since February. The collaboration with Broadcom and Google, which was first announced last month, will help Anthropic build the capacity necessary to serve the remarkable growth we have seen in our customer base, chief Financial Officer Krishna Rao said in a statement. The annual run rate, a popular benchmark among tech startups, extrapolates the current sales level over a full year. The latest numbers suggest that a high profile dispute with the US Government hasn't stymied growth. Anthropic is waging a legal fight over the Pentagon's decision to declare the company a supply chain risk following a standoff over AI safety guardrails. Ooh, so that's why Dario was willing to stare down the DoD. They added close to $20 billion in revenue run rate in the last three to four months or so. I will also note two things. They reported $19 billion in revenue run rate at the end of February. The math on that would suggest they added $10 billion in ARR in a month. Also, we're pretty sure that they now have officially dethroned OpenAI not in revenue growth because they already had for several quarters now Anthropic has been ahead of OpenAI in terms of revenue growth, but now they are ahead by potentially in total revenue. Full stop. And actually, if you are generous drawing some of the lines on the graphs here, Anthropic could be profitable at this rate by the end of next year. Quoting Yucheng Jin on X Crazy revenue growth at Anthropic so they officially surpassed OpenAI's $25 billion in ARR reported a few days ago. The focus on coding models and enterprise clearly paid off. Once you're locked into a year long contract, switching to code isn't easy. Claude Code shipping velocity is insane too. New features every day. If they secure more GPUs and Google TPUs, this growth could accelerate even further. End quote. And quoting Connor Sen again, what is the rationale for valuing OpenAI above anthropic? Anthropic should be $1 trillion at this point. So more bad news for old Sam and company, right? Like all the trend lines are in Anthropic's favor of late. But remember what this original headline was all about. Anthropic contracting to make TPUs. So this is also good news for Google and also bad news ipso facto for Nvidia. Going back to the original piece, Broadcom is developing chips using Google's Tensor processing units, or TPUs, offering an alternative to technology from Nvidia. Broadcom and Alphabet's Google have entered a long term agreement to provide the chips and a supply assurance pact that runs through 2031, according to a Broadcom filing Monday. The three companies are also expanding a strategic collaboration that will let anthropic access about 3.5 gigawatts worth of computing power that will begin in 2027. The consumption of such expanded AI compute capacity by Anthropic is dependent on Anthropic's continued commercial success. In connection with this deployment, the parties are in discussions with certain operational and financial partners, Broadcom said in the filing. Broadcom shares climbed as much as 3.6% in late trading after the filing was announced. The company's chief executive officer, Hock Tan, previously discussed the collaboration during an earnings call month. He also said Broadcom expects its chip AI sales to top $100 billion next year, making it a bigger competitor to Nvidia. End quote. So bottom line here will we look back on April 6 as the day we knew the tide had turned and Anthropic became the clear leader in the AI horse ra. Also, I want to frame this segment with specificity so you understand why I think this is also maybe as important as that discussion on Friday about Demis Hassabis got into There was a whole generation of AI gurus. They all got recruited into AI labs, startups, DeepMind, OpenAI, etc. Then ChatGPT hits. And even though some people like Demis Hassabis thought it was too early that text based large language models weren't quite enough to get us to full a the AI moment happened anyway. It broke through the mainstream, right? But the dream of the thing that could get you all the way to real AI is still out there and it's world models. Or at least one of the things is world models. And now what you're seeing is the people of this latest, this second generation of AI moment people, they're getting hired to make that dream of the world model happen and at new companies. So that's the framing for this quoting the FT A company owned by Jeff Bezos has poached an ex AI co founder from a role at OpenAI as the tech billionaire secretive startup rapidly recruits to pursue its ambition to create AI systems that can transform the industrial sector. Kyle Kosich has joined Project Prometheus, a codename for a new company led by Bezos and former Google executive Vikram Bajaj, according to people familiar with the matter. A co founder of XAI alongside Elon Musk, Kosich led the infrastructure team behind its Colossus supercomputer before returning to his former employer, OpenAI, in 2024. He will continue to work on AI infrastructure projects at Prometheus, the people said. His move marks the latest in a dizzying round of job changes as AI labs compete fiercely for top talent, often offering substantial salaries to lure staff from rivals. Musk has seen all 11 of his XAI co founders leave, with several departing in recent months and some with complaints about Musk's management. The last two, Manuel Kreuss and Ross Nordein, left the company at the end of March, according to people familiar with the matter, as first reported by Business Insider, Prometheus, meanwhile, has hired hundreds of staff at its headquarters in San Francisco and in its offices in London and Zurich. It has focused on hiring engineers, AI researchers and people with experience in building out massive infrastructure projects when person familiar with its hiring said the startup, launched by Bezos last year, is working on AI systems that can operate in the physical world and go beyond the language based systems behind chatbots such as ChatGPT or coding tools such as Claude Code Project. Prometheus declined to comment. The company is particularly focused on the industrial sector. It envisions a model that can understand the laws of physics and is trained on data from specific domains such as jet engine design, one person close to the company said. They added that the company had already assembled the largest corpus of data on engineering and how such systems work. Prometheus also plans to amass stakes in companies across sectors such as engineering, aviation, architecture and design. Those deals would include gathering data from these companies, which could be used to improve the startup's AI model. Bezos and his co founder are personally leading Prometheus efforts to raise tens of billions of dollars or more for a permanent capital vehicle that would acquire equity stakes in companies likely to be disrupted by AI in the future. One person compared it to a Berkshire Hathaway type holding company. Prometheus wants to back the progress of those industries, which will happen eventually with AI, but they don't want it to take 10 years, the person added. The startup plans to have its staff working within these companies, often known as forward deployed engineers. The investment and input from staff it hopes will improve margins and operations at the companies. The AI industry has struggled to create models that truly understand physical space due to a lack of high quality data that represents the real world rather than more readily available text and computer code competitors. Current efforts involve training on video data and simulations to mimic real world environments. So what I just quoted from, there was a lot of talk about industrial environments in there, robotics etc. Manufacturing. But let me make this clear. World models are something to be on the lookout for because, well, we've gotten this far with AI just or largely being based on text, essentially text, images, increasingly video. But that's not the real world, right? We don't live in sentences and concepts. We live in a real Newtonian universe. So what if the next big thing is AI trained on all of that? Everything. The universe, the real world. There are even AI startups that want to launch satellites into space, not to just give us maps and stuff, but to train AI in real time on data from quite literally what is happening in the real world at any given moment, anywhere in the world, again in real time. This is the next gen of AI to look out for. Well at least one of the next gen of AI and you can see that by the talent moving in this direction.