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How is this not a red flag? It’s a series G and they are still begging for money to burn. When do they convert their balance sheet to profit? Is it after a seri
by austin-cheney 9mo ago
How is this not a red flag? It’s a series G and they are still begging for money to burn. When do they convert their balance sheet to profit? Is it after a series AAF when they are worth more than Apple or nvidia?
- jaggirs 9mo agoHave you seen their revenue growth?
- hinkley 8mo agoWhat are their losses like?
- mxschumacher 8mo agoif the unit economics are broken (strong competition from other proprietary model providers + open weight models; LLM token race to the bottom) it's not clear how high revenue growth translates to high profits. These companies are valued like monopolists, but the competitive dynamics make them more akin to tomato sauce makers. I understand that the technology is pretty amazing and can lead to significant productivity gains, but from a business perspective, the question is how much of that value Antrophic and others can capture over time.
- ildon 9mo agoIt is likely after an IPO