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pvab3 2 hours ago [-]
It was supposed to keep growing exponentially, which this is clearly not. This is up 46% from last quarter, which itself was up 140% from the previous quarter. It's growing revenue, but it's not good news for Anthropic.
jacquesm 31 minutes ago [-]
That at least explains some of the more panicky blog posts they have been producing.
bushbaba 53 minutes ago [-]
Makes you wonder how much of q3 revenue growth was early on. And what’s the current MoM growth.
2ssaa 6 minutes ago [-]
There's a well established phenomena called managed earnings.
claaams 2 hours ago [-]
Does this even cover the interest payments on their loans?
nly 2 hours ago [-]
No sweat. Those bonds are going to be converted into equity and dumped on retail investors when they go public.
panny 2 hours ago [-]
May I see it?
Grimblewald 2 hours ago [-]
jesus, at that level of increase I shudder to think how much their expenses had to rise.
jacquesm 15 minutes ago [-]
The biggest risk for Anthropic is that they have committed to a certain expenditure level. If they are not yet profitable at that time or if they can not raise more they could get into serious trouble.
2ssaa 4 minutes ago [-]
They are in serious trouble.
The only solid outcome for the powers that be is that VC is allowed to cash out and re-invest it to ensure America stays ahead. Whatever happens to employee shares - who cares.
The gap between China and USA is closing. Im not talking LLMs. Im talking purely about innovation - USA may be technically more creative but China are great a) copying b) latching on and coming up with creative ways to be efficient. Having lots of VC capital with a preference for USA is very strategically important.
The only solid outcome for the powers that be is that VC is allowed to cash out and re-invest it to ensure America stays ahead. Whatever happens to employee shares - who cares.
The gap between China and USA is closing. Im not talking LLMs. Im talking purely about innovation - USA may be technically more creative but China are great a) copying b) latching on and coming up with creative ways to be efficient. Having lots of VC capital with a preference for USA is very strategically important.