3 ms·

Their revenue has increased dramatically. The run rate was 9B in Dec, 19B in Mar, 47B in May. It's now at 65B. https://www.bloomberg.com/news/articles/2026-08-

• sethops1 2mo ago
  Annualized. Which is another word for made-up.
  • jryle70 2mo ago
    Made up? https://corporatefinanceinstitute.com/resources/accounting/revenue-run-rate/ https://corporatefinanceinstitute.com/resources/accounting/r...
    • initatus 2mo ago
      > As it extrapolates the current financial information and performance there is an implied assumption that the present financial environment will not change significantly in the future.
      • entrope 2mo ago
        Yes, but their "run rate" assumes the current level continues unchanged, right? If revenue per month goes down then the projected run rate is optimistic. However, revenue has been increasing, so the reported run rates have underestimated revenue. I think the better question is how much more than $65B/year revenue they need to cover what they are spending on capex and model development. I would bet money their revenue in the next year is over $75B (vs $65B), but also that their amortized costs exceed their revenue.
        • nl 2mo ago
          I think their capex will exceed their revenue, but $65B is a lot to spend on training runs! I suspect it's more likely they will spend the extra money on hardware and infrastructure (data centers) either directly or via suppliers.
  • chinathrow 2mo ago
    Made up in the sense of "we estimate that revenue will not shring in the midterm".
  • raincole 2mo ago
    If you don't understand a concept, perhaps restrain yourself from commenting on it.