This is pretty much the main point of his frustration.
The world has standardised methods of accounting. Not only do Anthropic and OpenAI avoid using those methods, they both use the same phrase “annualised revenues” to describe two radically different accounting processes.
They’re both also leaking those annualised numbers slowly to the press at irregular intervals, which hints that they’re disclosing new numbers in the days after a big sale lands. So you see “$30bn annualised” because they managed to land a $1bn contract the week before, bumping the annualised figure up by $12bn compared to the start of the previous month, and the end of the next.
Yes, This is the one thing he says that generally resonated with me. A lot of his talking points (harnesses as elaborate rude goldberg machines) read more as exaggerated negative statements supporting a pre-concieved narrative
He could just write 1/10th as much and get the point across. The financial shenanigans are the interesting piece while his commentary gets tiring.
I don't remember Goldberg being particularly rude.