Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN

Anthropic's $67B annualized revenue run-rate still disappointed markets expecting 10x growth, triggering a broader AI-stock selloff and rotation.

• Anthropic's $67B run rate disappoints: Q3 revenue of $16.8B (annualized to $67.2B) still missed sky-high expectations of 10x annual growth, dragging CoreWeave down ~50% and the AI trade broadly over the past month.
• Distillation cost quantified: Anthropic disclosed distillation (third parties stealing model outputs via API) accounted for 5-7% of revenue; the company says it deployed frontier tech to curb it, trading short-term growth for long-term competitive moat.

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