Ambient Advantage — May 25, 2026

Anthropic claims its first profitable quarter with $10.9B in projected Q2 revenue, but the accounting is contested. Also: Cursor hits $3B ARR, Trump signs a 90-day AI review order, DeepSeek permanently slashes prices, and Starbucks kills its AI inventory tool after it couldn't tell oat milk from whole milk.

Episode metadata supplied by the publisher feed · Published May 25, 2026

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Anthropic claims its first profitable quarter with $10.9B in projected Q2 revenue, but the accounting is contested.

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Ambient Advantage — May 25, 2026

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