How similar is the AI-2040 revenue forecast as opposed to the Q2.5 revenue forecast to the news about Anthropic’s slowdown? I tried to understand the real trend two times. What I found was the growth of the revenue of Claude Code and Codex combined had a temporary slowdown, which proceeded to accelerate again. Could anyone explain this?
How similar is the AI-2040 revenue forecast as opposed to the Q2.5 revenue forecast to the news about Anthropic’s slowdown? I tried to understand the real trend two times. What I found was the growth of the revenue of Claude Code and Codex combined had a temporary slowdown, which proceeded to accelerate again. Could anyone explain this?