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How 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
by runtime_terror 4mo ago
How 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 4mo 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 4mo 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 4mo 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.