Comment by cweld510

2 days ago

Anthropic’s unit economics are really good, so I don’t think (b) is true. Point (a) may be valid, but they’ve also grown consistently, and even their slower growth rate in Q3 of this year is still very strong. To keep up growth, they likely need to procure compute months ahead of time as well, so it makes sense for them to do this before they are actually limited.

Everything we know about Anthropic’s unit economics is still riddled with EBBT. Earnings before bad things.