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Theres recent reporting that Anthropic will be profitable this quarter... edit: I see in other comments on this thread you think Ed Zitron is a reliable pundit
by anthonypasq 5mo ago
Theres recent reporting that Anthropic will be profitable this quarter...
edit: I see in other comments on this thread you think Ed Zitron is a reliable pundit so that explains everything.
- runtime_terror 5mo agoHow will it be profitable, really? You can dismiss Ed (and me vicariously) but what's your compelling evidence to counter their extremely uphill battle towards profitability? Either way it will be very interesting to see their S1 when they try and IPO. If it's anything like SpaceX's then I suspect my post will age better than yours.
- brookst 5mo agoI sincerely doubt Anthropic’s IPO will say that their AI business is only 2% of their future revenue, and they’re bundling in totally unrelated, unprofitable things they expect to account for 98%.
- runtime_terror 5mo agoI'm not sure what you're talking about or referring to... I haven't heard anyone claim their S1 will show that but that it will show how poorly their revenue figures look against their costs.
- brookst 5mo agoSpace'x IPO docs say that launch + Starlink will be 2% of their revenue opportunity, with enterprise AI being 98%.
- runtime_terror 4mo agoAh yes I see, SpaceXs IPO is a thing of beauty in how insane it is.