In one week, Claude went from #131 to #1 on the App Store. ChatGPT uninstalls surged 295%. And Sam Altman publicly admitted his company's communications were "opportunistic and sloppy." We break down exactly what happened — and what it means for the future of AI investment.

In this episode:

→ Why Anthropic walked away from a $200M Pentagon contract — and what their two specific red lines were

→ The full timeline of Sam Altman's communications breakdown: the vague X post, the AMA that backfired, and the Monday admission

→ Why the enterprise data is the most important story nobody is talking about (50%+ of US business AI spend)

→ Anthropic's $20B revenue run rate and what the download data actually shows

→ What this week means for investors watching the AI competitive landscape

LINKS

Prashant Choubey - ⁠https://www.linkedin.com/in/choubeysahab⁠

Subscribe to VC10X newsletter - ⁠https://vc10x.beehiiv.com⁠

Subscribe on YouTube - ⁠https://youtube.com/@VC10X ⁠

Subscribe on Apple Podcasts - ⁠https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986⁠

Subscribe on Spotify - ⁠https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ⁠

VC10X website - ⁠https://vc10x.com⁠

For sponsorship queries reach out to prashantchoubey3@gmail.com

SUBSCRIBE FOR MORE

VC10X breaks down the most important stories in finance, tech, and markets every week. Subscribe for actionable insights.

#Anthropic #OpenAI #AIInvesting #Claude #ChatGPT #VC10X #VentureCapital #TechInvesting`

VC10X Micro - Is Anthropic the New King of AI? - The Department of Defense Deal

VC10X - Investing, Venture Capital, Asset Management, Family Office, Wealth Management

VC10X Micro - Is Anthropic the New King of AI? - The Department of Defense Deal