I saw someone disclose Yipit's latest ARR data for large model manufacturers: it is estimated that Anthropic's operating revenue ARR as of June 14th is about 62 billion US dollars, an increase from the estimated 54 billion US dollars at the end of May (26th) and the estimated 47 billion US dollars earlier in May As of June 14th, OpenAI's operating revenue is estimated to be around $39 billion to $40 billion (an increase from around $37 billion at the end of May 26th), with annual recurring revenue (ARR) accelerating growth. YipitData often independently estimates the ARR and growth trends of AI companies through their large enterprise expenditure panel data. They have also previously released Anthropic's estimate, which was around $47 billion in early May (basically consistent with Anthropic's official disclosure of $47B in mid May), with high accuracy (previously in good agreement with official figures), but still belongs to third-party analysis. Not necessarily accurate, record it as a reference. Continue to wait for the official data announcement. Because this is the data that I have been most concerned about recently, and I also talked about it in last weekend's tweet. One of the two core areas in the mid-term is AI commercialization (see the increase in ARR and cloud factory business performance). Is this also the beginning of the month https://(x.com)/qinbufark/status/2062515182363099247? S=46&t=k6rimWSEbo2D2TXolYcM-A has discussed that this is the most fundamental point of the current market logic: "The commercialization of AI has entered a turning point and is growing rapidly. Only with rapid commercial growth can the massive capital expenditure appear reasonable, and at the same time, the entire AI computing power industry chain upstream and downstream can continue to benefit. ” So the key is to see if the growth rate of AI commercialization has slowed down.