Anthropic's $30B Run Rate, Samsung's 8x Profit Explosion, and the AI SEO Grift

In today's episode: Anthropic signs a deal with Google and Broadcom for multiple GWs of TPU capacity, and says its run-rate revenue crossed $30B, up from ~$9B at the end of 2025 Sources: Meta has an internal leaderboard dubbed “Claudeonomics” where employees compete on AI-token usage and earn rewards like “Token Legend” status Filing: Broadcom agrees to produce future versions of Google's TPUs and expands its Anthropic deal to give the startup access to ~3.5 GW of computing capacity Sources: Apple is facing issues in the test phase of its foldable iPhone that are taking longer than expected to resolve, potentially delaying mass production Samsung reports a record preliminary Q1 operating profit of ~$38B, up more than 8x YoY and above ~$27B est., and revenue up 68% YoY to ~$88B, amid the AI boom A look at the gold rush for firms claiming to help brands get cited by AI search tools, via tactics like hiding instructions behind “Summarize with AI” buttons