AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite
March 6, 2026
1 hr
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501 of 537
March 6, 2026
AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite
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Alex Kantrowitz Episodes Around March 6, 2026
Episode 501 of 537 — walk the feed in the order it was published.
AI Revenue Explodes, Dario’s Memo, McDonald's CEO’s Baby Burger Bite
Summary
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI hits $25 billion ARR, Anthropic hits $19 billion ARR 2) Are ARR numbers trustworthy? 3) OpenAI's insane revenue expectations 4) Did Apple actually play this perfectly? 5) We need a Tim Cook with claw hands Apple ad 6) AI lab IPOs are brewing, what will the S-1s look like? 7) Anthropic's still talking with the Pentagon 8) Dario's internal memo 9) Wait, was this actually marketing for Anthropic? 10) Or was it a real worry about AI-enabled surveillance? 11) McDonald's CEO's unwitting viral moment
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