Anthropic’s Big Data Opt-In Move

Biz Analyst Club Newsletter

by The Business Model Analyst

Hello, Biz Enthusiasts!
AI labs want your chats, Nvidia’s growth rides on two whales, Tesla’s Europe slump won’t quit, Costco just tweaked store hours, and Apple’s “Awe Dropping” event is locked for Sep 9. The future looks spicy — like a jalapeño in a venture round. Grab a coffee; let’s speed-run the good stuff. 🚀

Hot Takes 🚀

1. Anthropic flips the switch on training data 🔄
Starting now, Claude consumer users must choose: opt out or let chats train future models (with retention for those who don’t). Big privacy vibes, bigger product implications — and a UX moment that’ll test trust.
👉 What’s changing and by when

2. Nvidia’s revenue is concentrated — like, a lot 📈
Two unnamed “direct customers” drove 39% of Q2 revenue (23% + 16%). Cloud spend is still the flywheel, but dependence this steep makes every capex guide a cliffhanger.
👉 Why two buyers matter so much

3. Tesla’s Europe rut hits month eight 🚗📉
Registrations plunged across multiple markets in August while rivals (hello, BYD) surged. Aging lineup + fierce competition = a tough road until the next mass-market spark.
👉 Where Tesla’s slipping — and where it isn’t

4. Costco’s “Executive Early” hours kick in 🛒⏰
Grace period’s over: Executive members now get earlier weekday/Sunday access (and 30 minutes on Saturdays) at participating warehouses. Expect morning basket creep — and a fresh upsell lever.
👉 How the new hours work

5. Apple’s Sep 9 event: iPhone 17 & friends 🍎✨
Mark your calendar for “Awe Dropping.” Rumors: a super-thin iPhone 17 Air, 120Hz on base models, camera bump to 24MP, faster charging, Watch updates, and more.
👉 Everything likely on deck

Strategy Deep Dive

Quick Hits 📰

• Gmail phone-spoof scam is spiking ☎️🔐
  Hackers are spoofing Google’s +1 (650) 253-0000 to talk victims into “resetting” passwords. Reminder: Google won’t call you to fix your account.
  👉 What to watch for

• Dell beats on revenue/EPS — AI servers fly 🤖📦
  $29.78B revenue (+19% YoY) and a guidance raise as AI solutions shipments cross $10B in 1H FY26.
  👉 Quarter at a glance

• Later drops X (Twitter) integration 🗓️❌
  API pricing + fees have third-party tools heading for the exits. Later keeps every other major platform.
  👉 Why X got cut

• BYD production dips two straight months ⚡📉
  First back-to-back contraction since 2020; China sales soften even as Europe grows. Targets look tougher.
  👉 What the filings reveal

• Ford fights recalls with AI cameras 🏭🧠
  In-house systems (AiTriz, MAIVS) spot millimeter errors in real time. Fewer warranty headaches, faster fixes.
  👉 Inside the factory upgrade

• PepsiCo scales battery-electric big rigs 🚚🔌
  1,750+ EVs in fleet; Tesla Semi praised for fast charging and efficiency on longer routes.
  👉 What’s working on the road

• The future of trash day: robots + AI 🗑️🤖
  From self-driving bins to AI sorting, cities aim to boost recycling without confusing residents.
  👉 Smarter sanitation

• A whole computer in a single fiber 🧵💻
  Sensing, compute, comms, and storage in a washable strand — smart garments just got real.
  👉 How “fiber computing” works

• “Vibe-coding” unicorn Lovable keeps cruising 💅💻
  $100M ARR in ~8 months, $1.8B valuation, and 2.3M active users powering no-code app building.
  👉 CEO’s take on the race

• Nature is metal: worms thriving in toxic vents 🌋🪱
  Paralvinella hessleri survives extreme arsenic and sulphide — because biology hates your assumptions.
  👉 What scientists found

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