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Because again, we haven't seen further reports. As always, we are debating financials on a company that doesn't have to disclose them regularly.
by stackskipton 2mo ago
Because again, we haven't seen further reports. As always, we are debating financials on a company that doesn't have to disclose them regularly.
- tristanj 2mo agoWe most certainly have: https://www.morningstar.com/stocks/anthropics-gross-margin-is-most-important-number-tech https://www.morningstar.com/stocks/anthropics-gross-margin-i... The companies are growing so rapidly that citing their financials from several months ago is practically worthless.
- disgruntledphd2 2mo ago> We most certainly have: https://www.morningstar.com/stocks/anthropics-gross-margin-i https://www.morningstar.com/stocks/anthropics-gross-margin-i... This is all un-audited speculation. Even audited financials often have massive weirdness, but unaudited revenue/margin numbers are basically garbage. > The companies are growing so rapidly that citing their financials from several months ago is practically worthless. I wish I lived in a world where this was true. Unless their inference margins are fat enough to pay for training and employees (including SBC) then their historical financials are really important. Again, I could be wrong here but without the S-1 nobody really knows (unless they work for Anthropic, in which case they should really not be commenting in this thread).