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Chetan Puttagunta on Revenue · ViralLoop

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Post by Chetan Puttagunta on X

Chetan Puttagunta@chetanp

This implies that OpenAI has potentially caught up with Anthropic in terms of run rate revenue. If so, it will serve as yet another case study in the history of software that platforms that compete with their ecosystem of customers will push their customers to competitors.

362 likes37 repliesPosted Jul 30, 2026

View the original on X Written by Chetan Puttagunta. Captured Sep 4, 2026.

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Why it worked

Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook
Style: Conversational paragraphs at a steady pace.
Tone: plain, matter-of-fact
Written for: Founders and operators

Analysis by ViralLoop — not written by the original author.

Topics

Revenue AI Science

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Marques Brownlee

Memory price hikes have finally started hitting Apple. Today, they raised some base prices: Macbook Neo: $599 -> $699 Macbook Air: $1099 -> $1299 Macbook Pro: $1699 -> $1999 Mac Studio: $1999 -> $2499 iPad Air $599 - $749 iPad Pro: $999 -> $1199

Adam Cochran (adamscochran.eth)

Breakdown of the Black Friday data tells us: -Consumer is weakening. -95% of sales volume was financed. -67% of that intends not to pay off within 30 days. -Roughly $1B was spent using BNPL models which are the worst debt. This points to a *really* unhealthy economy.

Melania, the documentary no human wants to see, has a budget of $40 million, $28 million of which is “licensing fees” paid to the Trumps. FYI to all the MAGAs who fart out “hE dOnAtEs HiS saLaRy!!”, that one $28 million Bezos bribe is **70 years** worth of presidential salary.

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More from Chetan Puttagunta

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Thrilled to announce our investment in Starcloud. From our initial investment to a $1.1B valuation, this extraordinary engineering team continues to make remarkable breakthroughs in power, cooling, and manufacturing. Their technical rigor and ambition is truly exceptional!

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A remarkable team building a remarkable AI application. They've set a new speed record for $0 to $100M ARR in 8 months. They are not only the best technical team in Singapore, but one of the best in the world. Thrilled to have backed this sensational group of people pre-launch.

Chetan Puttagunta

DeepSeek being open source means that developers can now access R1 hosted on the three major clouds in the US and multiple US inference providers. The cost of inference is on average 80%+ less than OpenAI on a per token basis. And even lower if willing to commit spend.

Chetan Puttagunta

DeepSeek being open source/ open weights means that developers in the US can get access to DeepSeek R1 inference from American inference providers today at <$10 per 1M tokens or self host, fine tune, etc if they require. It's hugely beneficial for developers.

Chetan Puttagunta

Fascinating call out by Microsoft yesterday to say that AI is moving from GPUs to "AI Accelerators with Tensors" Seems like a clear indication by Microsoft that they're shifting to optimizing around a new paradigm of test-time/ inference

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Olive Garden and LongHorn steakhouse (from CNBC): Takeout sales: Olive Garden: up 2.4x LongHorn: up 3x+ Sales overall: Olive Garden: down 35% LongHorn: down 36% (vs down 100% for those without takeout) Business that are adapting quickly are likely to make it through volatility