@CNBC in San Francisco. Covering OpenAI, Anthropic, Amazon, Microsoft & all things AI Signal: @ kr00ney.24 Email: Kate.Rooney@cnbc.com
San Francisco, CA
Joined July 2009
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Free cash flow hole getting deeper amid AI spending spree. Microsoft still positive (but raised $25B from bond offering yesterday)
Update after Q3 earnings @CNBC
Amazon came up short on sales + EPS for the quarter, AWS beat but apparently not by enough 📉
RBC quick take: "AWS missed the buy-side bogey at 42-43% in growing 39.3%"
also, negative FCF:
Free cash flow decreased to an outflow of $42.4 billion for the trailing twelve months, driven primarily by a year-over-year increase of $94.8 billion in purchases of property and equipment, net of proceeds from sales and incentives. This increase primarily reflects investments in artificial intelligence.
This compares to free cash flow inflow of $14.8 billion for the trailing twelve months ended September 30, 2025.
Kate Rooney retweeted
CNBC EXCLUSIVE: $HOOD CEO @vladtenev says the company’s crypto business is diversifying despite a slowdown in trading.
“Crypto is in a relative winter. That said, Robinhood Chain… has been a top-five chain in the industry, with over $100B in decentralized trading volume.”
cc @Kr00ney
cnbc.com/video/2026/10/28/ro…
tune in this AM 7:30 am PT/ 10:30 ET: sitting down with Robinhood CEO @vladtenev in SF for his first interview post earnings @CNBC @SquawkStreet ☀️
Kate Rooney retweeted
GOLDMAN:
“.. we are starting to see clearer signs that the AI impact is spreading beyond the technology sector. .. the share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth ..”
Anthropic plans to list on the Nasdaq under ticker ANT🚨
S-1 shows breakneck growth, massive compute commitments, customer concentration and almost 100 pgs of risk factors..
Plus: an unusual governance with a super voting share that gives the seven founders 50.1% control @CNBC
big day for @VCBrags !!!!
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Scoop: OpenAI is closing in on a funding round of up to $30 billion at a $1.25 trillion (pre-money) valuation, led by UAE investors and Coatue
Alongside the new investment, OpenAI is negotiating a commercial deal that would secure more computing capacity from the UAE, according to one person. Full @CNBC report here:
cnbc.com/2026/10/22/openai-f…
anthropic dropping new AI agent just ahead of Meta earnings
We're opening Claude Duet today as a research preview, starting with a waitlist. It's our take on giving everyone a trusted partner with your work.
I've been using it for a few weeks, at work and at home. It drafted questions for a fireside chat, watched Slack over the weekend so I could log off, and told me about the new @nealstephenson book — and then ordered it from my local bookstore once I asked.
We've found Opus 5.5 was our first model with the judgment to be proactive in the right ways. Here's what that's looked like.
Kate Rooney retweeted
We started Arda in 2025 to speed up American manufacturing. We have spent the last year building with Anduril as our design partner. Today we are launching the company publicly on CNBC and announcing our Series A: $160M at a $1.5B valuation.
Our platform helps manufacturers design and operate manual assembly lines, putting designs into production faster now. Next we'll build automated lines that can be reconfigured as quickly as human workers, letting America make products that now require armies of workers in Asia.
Kate Rooney retweeted
Bob McGrew, OpenAI's former Chief Research Officer, has raised $230 million at a $1.5 billion valuation for his startup, Arda.
He said their agent 'does for manufacturing engineers what Claude or Cursor does for programmers' and is already being used by Anduril.
Kate Rooney retweeted
We’ve been talking about how the industrial wave is coming. With @Arda_Industries, it’s officially here.
Today, Arda comes out of stealth with an AI agent that turns CAD files into assembly instructions. It’s already been deployed across every division at @anduriltech, reducing engineering workflows from 30 hours to 2.5.
That's step one of a three-act plan. Next: use those instructions to train robotic production lines that adapt quickly to new designs. Then: make it possible to build anything domestically.
Thrilled that we at @Felicis have joined this round. More at @felicis: felicis.link/wJRN7I3
Exclusive: Former OpenAI exec @bobmcgrewai has quietly built $1.5 billion startup, betting AI can revive U.S. manufacturing
McGrew’s newest company, Arda, has raised $230 million at a $1.5 billion valuation and makes AI software he says can help bring manufacturing back onshore.
Sat down with Bob and Altimeter’s @apoorv03, who led the latest round. Full @CNBC interview here with more on OpenAI, building AGI, AI safety and how the startup’s ambition to disrupt manufacturing:
cnbc.com/2026/10/20/ex-opena…
well I know what we'll be talking about on @CNBC tmrw 👇
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit.
It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion.
In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding.
In the post below, we share more details about our new fund.
anthropic.com/news/public-be…
