OpenAI Sought $30B, Found $11B: Anthropic Pulls Ahead | Stock Market
Deep Values: Value Investing Deep Dives · Nov 6, 2026 · 21:34
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 6, 2026 · 21:34
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OpenAI's push to raise $30 billion has only about $11 billion credibly committed so far, while Anthropic beat it on Q2 revenue and turned an operating profit. We run both companies through a Graham-Buffett lens to show why the market now wants cash returns instead of growth stories.
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Chapters
(0:00) AI Capital Shift Overview
(2:22) OpenAI's Capital Freeze
(4:22) Q2 Revenue Race
(5:19) Navigating the AI Regime
(7:20) Anthropic's Profit Volatility
(12:37) Alphabet's Market Drop
(13:17) Alphabet's Cash Burn
(15:18) Railroad & Fiber Parallel
(20:57) Value Investing Tools
(21:08) Get the apps
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• Developer API and MCP server for your AI agents
Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate.
Episodes: Deep Values: Value Investing Deep Dives
