3 ms·
I've had to reread the first tweet a bunch, but I don't think Ed is wrong there. As far as I can tell, in February Anthropic projected their 2026+ annual reven
by dminik 7mo ago
I've had to reread the first tweet a bunch, but I don't think Ed is wrong there.
As far as I can tell, in February Anthropic projected their 2026+ annual revenue at $14 billion dollars, based on a month long period. If you added the numbers presented together for the 3 years of time, you would end up at $6 billion dollars of revenue.
But, a month later in a court document they only mention "exceeding $5 billion dollars". For the entire time the company has been in business.
Additionally, the month long period with ~1B would account for a fifth of the total revenue. That's eyebrow raising.
- simianwords 7mo agoI meant this one for arithmetic https://x.com/binarybits/status/2034378777745141799 https://x.com/binarybits/status/2034378777745141799
- dminik 7mo agoRight. I went through and re-did the sheet myself and yeah, it's not great. Incidentally I got to $4.5B myself.