Comment by notenchange
7 hours ago
1.1T is 27% less than what they are aiming at, and yet, it’s still absolutely mind boggling.
People love to reign in AI companies these days (and part of it is warranted) but the triple digit annual increase in revenue at Anthropic and others (SpaceX being in that category as well) is something never seen before.
Some people are being too quick (or too willing) to disregard the obvious immense economic impact of AI and company (and I’m not talking about the next-day-ai-crash-incoming economic impact).
Classic mistake of confusing the usefulness of a technology with the first movers ability to extract long term value.
Anthropics S1 numbers are hugely optimistic given the commoditisation that has hit, continued to hit, in Q3 and the temporarily hold on chip supply that is not going to hold for too long