-8.4%return · 30D
$1,000 follows their calls into $916
VT $977
Sep 22Oct 19
- Win rate
- 30%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #256
- 4 ranked closes
- Longest streak 4
AlmaCap@AlmaCap114204On distribution, the two labs pay very different tolls: Anthropic: pays its distributors > 47% of 2025 sales went via AWS and Google Cloud (11% in 2023) > The clouds keep c.16% of that: c.8% of total revenue, and falling OpenAI: pays Microsoft but will move to paying its
AlmaCap@AlmaCap114204With the Anthropic IPO round the corner, two things look decisive for AI from here: > Distribution: OpenAI’s c.$70bn ARR was grossed up. On its own net basis it’s c.$50bn, and the $20bn gap is what the channel keeps. Anthropic books gross, paying c.16% on roughly half its sales.
