4 ms·

That’s great, but meanwhile American competitors are worth… trillions?

danmaz74 25d ago
At this stage it's not about how much it's worth, but how much investment is required to reach their goals.
hobofan 25d ago
Are they, though? I would say, let's find out when the IPO settles, but then again the market also sustains a incredibly crazy valuation for Tesla.
- steinvakt2 25d ago
  If not, I’m buying stocks
  - nicce 25d ago
    Better to buy GPUs and RAM with current rate
shikck200 25d ago
Nah. They are not, everyone is losing money, and just staying alive from gov subsidies. A claude PRO license is 20 usd/month, and for it to be profitable it should be somewhere around 200-300/month. The bubble is going to burst soon.
- skeledrew 25d ago
  I think the Pro and other subs allow them to save big on ads (Claude Code use is required and it pushes their ads) and allow easy access to free data (CC occasionally solicits feedback and session sharing, which I'm pretty sure some users oblige). Also CC does massive prompt caching tailored to work in lockstep with their platform. With all that and who knows what else, I'd say it balances over time.
Daunk 25d ago
*losing trillions
- bpodgursky 25d ago
  Anthropic is thought to be cash flow positive now.
  - Systemerror7A69 25d ago
    And my wallet is thought to contain a billion dollars, so long as I don't open it. Seriously "thought to be" is such a baseless statement. Thought to be by whom? And on what basis?
    - benjaminwootton 25d ago
      It’s thought to be because it’s a private company but it’s very well cited.
      - disgruntledphd2 25d ago
        You probably shouldn't believe leaks when a company has a financial incentive to appear profitable (particularly when attempting to IPO).
  - mirekrusin 25d ago
    [dead]
  - nesk_ 25d ago
    If they were cash flow positive they would tell it to everyone, be sure of that.
    - tristanj 25d ago
      Anthropic is currently in an IPO quiet period and cannot publish such information.

At this stage it's not about how much it's worth, but how much investment is required to reach their goals.

Are they, though? I would say, let's find out when the IPO settles, but then again the market also sustains a incredibly crazy valuation for Tesla.

steinvakt2 25d ago
If not, I’m buying stocks
- nicce 25d ago
  Better to buy GPUs and RAM with current rate

shikck200 25d ago

Nah. They are not, everyone is losing money, and just staying alive from gov subsidies. A claude PRO license is 20 usd/month, and for it to be profitable it should be somewhere around 200-300/month. The bubble is going to burst soon.

skeledrew 25d ago
I think the Pro and other subs allow them to save big on ads (Claude Code use is required and it pushes their ads) and allow easy access to free data (CC occasionally solicits feedback and session sharing, which I'm pretty sure some users oblige). Also CC does massive prompt caching tailored to work in lockstep with their platform. With all that and who knows what else, I'd say it balances over time.

Daunk 25d ago

*losing trillions

bpodgursky 25d ago
Anthropic is thought to be cash flow positive now.
- Systemerror7A69 25d ago
  And my wallet is thought to contain a billion dollars, so long as I don't open it. Seriously "thought to be" is such a baseless statement. Thought to be by whom? And on what basis?
  - benjaminwootton 25d ago
    It’s thought to be because it’s a private company but it’s very well cited.
    - disgruntledphd2 25d ago
      You probably shouldn't believe leaks when a company has a financial incentive to appear profitable (particularly when attempting to IPO).
- mirekrusin 25d ago
  [dead]
- nesk_ 25d ago
  If they were cash flow positive they would tell it to everyone, be sure of that.
  - tristanj 25d ago
    Anthropic is currently in an IPO quiet period and cannot publish such information.