← Back to context Comment by tarvaina 1 day ago Reportedly Anthropic's ARR is $80B and gross margin 85%, so $50B sounds low. 2 comments tarvaina Reply segfaultex 21 hours ago Sure, if you ignore all RnD costs. If you don't; they were $80B in the hole the first half of 2026. orangecat 20 hours ago Almost all of that loss is accounting charges due to valuation increases, not R&D or other expenses.
segfaultex 21 hours ago Sure, if you ignore all RnD costs. If you don't; they were $80B in the hole the first half of 2026. orangecat 20 hours ago Almost all of that loss is accounting charges due to valuation increases, not R&D or other expenses.
orangecat 20 hours ago Almost all of that loss is accounting charges due to valuation increases, not R&D or other expenses.
Sure, if you ignore all RnD costs. If you don't; they were $80B in the hole the first half of 2026.
Almost all of that loss is accounting charges due to valuation increases, not R&D or other expenses.