Business

“Finally though, the big question is, is this the end of consolidation in advertising? It’s definitely not. So I would expect more to go on both within Omnicom and within the sector next year. The game has only just begun.”

“We have some revenue numbers for OpenAI and Anthropic. Uh and we come back to these numbers again and again because they give us a a way to look into the state of the AI adoption and the business and where things are going and also they they just move so fast so quickly uh that it's important to stay on top of them. So here this is from the information. OpenAI tops 25 billion in annualized revenue as anthropic narrows the gap. OpenAI topped topped 25 billion in annualized revenue at the end of last month. That's a 17% increase from the 21.4 billion in annualized revenue the company was generating at the end of the year. OpenAI is still gener generating more revenue than its younger rival Anthropic. Though the difference between the arch rivals has been narrowing. Anthropic annualized revenue recently topped 19 billion up nearly three times from the end of last year and up 36% from 2 weeks ago. Uh so we have basically these two companies who were doing zero in 2022 are now doing 40 billion plus in annualized revenue in 2026.”

“And then the one that I think is going to have the fastest direct business loop is going to be around helping people interact with businesses. You can imagine a world on this where over time, every business has as an AI agent that basically people can message and interact with. And it’s going to take some time to get there, right? I mean, this is going to be a long road to build that out.”