Comment by stonogo
2 days ago
If they had 100xed their revenue over the past eighteen months nobody would be skeptical. Instead they 17xed their revenue, and Q3 2026 is the first quarter in over a year that revenue hasn't doubled...
2 days ago
If they had 100xed their revenue over the past eighteen months nobody would be skeptical. Instead they 17xed their revenue, and Q3 2026 is the first quarter in over a year that revenue hasn't doubled...
I stand corrected. ARR in Jan 2025 was $1 billion, and ARR now is ~ $75 billion. A mere 75x. You’re right, they’re doomed.
Sorry, I didn't understand that by 'eighteen months' you meant 'two years.' I'm sure if you cherry-pick a number even father back you can make your argument that much stronger!
I picked Jan since that’s when DS R1 first came out and I started hearing this narrative.
And unless my math skills are completely off, it’s about 21 months, not two years, but fair enough. What 18 month period in that range would you like to consider as validating the ridiculous idea that open weight models are going to eat Anthropic’s lunch?
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