Alex Kantrowitz
@alex.kantrowitz·59K subscribers·563 videos
AI Revenue Explodes, Dario’s Memo, McDonalds’ CEO’s Baby Burger Bite
Posted
March 9, 2026
Views
7,440
Likes
134
Comments
41
Engagement
2.35%
March 9, 2026
7,440
134
41
2.35%
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58:32Now PlayingRanjan 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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