$COP Conoco Tape Reports
Per Ticker.id: $COP Conoco Tape Reports — 2 podcast mentions across 1 podcast (30 days), latest 2026-08-16 16:23 UTC.
Uh, all right. Well, it's certainly real. Anthropic's revenue run rate is up to $65 billion. I had Sean make this chart comparing the ARR of Anthropic to the trailing 12-month revenue of various companies. And it's done more revenue than Pfizer, Cisco, ConocoPhillips, Intel, $10 billion ahead of Uber, $15 billion ahead of Coca-Cola. I don't know why I just said it like that. And, uh, $18 billion, $17 billion ahead of Netflix. Holy mackerel. And it's right behind, and it's probably about to pass Oracle and Delta.
Michael Batnick — Animal Spirits Podcast · The Best Bear Case on AI (EP. 478) · 2026-08-19Sure. Go ahead. Dredge up those things and open the scab wounds down my arm. But it's good to remember those things. So that's what it was, is in 1997, there's a company out of Richmond, Virginia by the name of, at the time was Ethel Corporation. They eventually changed the name to Newark, controlled by the Gottwald family. The Gottwald family are, you know, have a history of really great capital allocation. And what they had done with the company was they had been consolidating their industry and it was additives for lubricants and engine motor oils and other things. And they bought out Texaco's business. They bought out Amoco's business. So the industry had been consolidated to 4 guys. They were the smallest. And so theoretically, they, be the guy who could continue to buy. The problem was the larger guys were, you know, one's a Chevron Conoco subsidiary called Warrenite. Another one was a Shell Exxon company called Infinium. And the last one was Lubrizol. And so that consolidated industry was one that they helped consolidate. And they looked around and they said, well, neither one of those guys are going to sell. And so what do we do? So they decided to buy back a lot of stock. So they levered up, bought back a bunch of stock. The family didn't sell any stock into the offering. And they did that at $45. And so a year later, stock's at $35. And so I'm like, well, you know, the Gottwald family's smart. Clearly, they thought it was worth more than $45. And so if I could buy it for $35, you know, I'd get to buy it for less than what they did. Of course, the facts that had happened in the meantime were that Warrenite had built a new facility in Asia because the Asia market was growing like a weed. Of course, then they built that facility in 1997. So in 1997, 1998, they have a new facility coming on, more capacity. And then the Asia financial crisis happens. So the market implodes. At the same time, the largest volume of business they do is engine motor oil additive. And so Pennzoil and Quaker State 2 of the largest customers merge. And so they come back to all the 4 suppliers and say, okay, who's the guy with the lowest price?
Bob Robotti — Excess Returns · We Asked Value Legend Bob Robotti Why the Real AI Trade Isn't AI — And Why Passive Helps Stock Pickers · 2026-08-18Anthropic's growth trajectory is seen as a key reason to base its revenue multiple on 2028 projections, with the expectation that current spending will fund a business that eventually generates significantly higher revenue and strong margins. And Jane Street reportedly posted a $15 billion loss last month after taking a hit on its investment in Situational Awareness, which was forced to conduct a fire sale to to Ken Griffin's Citadel. It's a rare setback for the secretive trading firm, which is well known for its rigorous risk management and has not taken outside capital since it launched in 2000. And for income investors, ConocoPhillips goes ex-dividend Monday, paying out on September 1st. Chevron goes ex-dividend Wednesday with a September 10th payout date. Applied Materials and Microsoft go ex-dividend Thursday, both also paying out on September 10th.
Kim Ka — Wall Street Breakfast · Retail earnings put consumers in the spotlight · 2026-08-16