AI high: The island of Anguilla is riding the AI wave

9/26/23 8:00PM

The dot-ai bubble

‍Countless people have benefitted from the AI boom, whether that’s been students struggling to hit the word count on a recent essay, tech journalists trying to fill out column inches, or chief executives attempting to impress investors on earnings calls.

However, perhaps one of the more unexpected beneficiaries of the artificial intelligence hype is Anguilla, a small British territory in the Caribbean. The island, which has an estimated population of ~16,000 people, now makes around $3 million per month from .ai — its unique internet domain suffix.

‍Domain demand

‍Companies paying to register their websites with domain suffixes that are, in theory, linked with nations where they don’t operate is hardly a new phenomenon. In 2011, for example, Colombia was already receiving 25% of the revenue from sales of the .co suffix: a cheaper (and shorter) alternative to the more common .com address that we ourselves at Chartr.co eschewed for aesthetic, and maybe some financial, reasons 4 years ago.

Indeed, as is to be expected with anything vaguely linked to artificial intelligence, registrations for .ai names have accelerated at an almost unparalleled rate — up 156% in May 2023 from a year earlier, compared to a paltry 27% increase for boring old .com domains. Searches on Google, which conveniently celebrates its 25th birthday today, also show .ai racing ahead of the competition, with more and more people looking to get those 2 headline-snatching vowels at the end of their website address.

Claire Yubin Oh

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The Alphabet-owned company grew its ridership more than tenfold in less than two years.

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Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

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Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical ~10% mark.
Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

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Investors in his other companies, including Tesla, could receive preferential access to shares.
Individual investors may get a third or more of the allocation, far above the typical ~10% mark.
Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

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Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

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