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| ▲ | shimman a day ago | parent | next [-] |
| How? They're already burning $2 bills to make $1, court documents shown that Anthropic has already been lying around revenue (claimed to have made $19 billion when it's actually $5 billion to date [1]). Not hard to believe they're lying about other things when they've been lying about the capability of their products since inception. [1] https://www.reuters.com/commentary/breakingviews/anthropic-g... |
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| ▲ | thereitgoes456 a day ago | parent | next [-] | | That is not what the article says, it says $19B ARR. I don’t necessarily see a contradiction. $19B run rate, achieved very recently, is actually consistent with $5B lifetime earnings, because their growth curve is so sharp. Zitron is not good at math. | | |
| ▲ | shimman a day ago | parent [-] | | Didn't link to Zitron site but if you can't see how dishonest it is to say you have $19b ARR when the reality is you have only a total of $5b IDK what to tell you. Says more about how you think and why you think it's okay for corporations to be misleading. | | |
| ▲ | s1artibartfast a day ago | parent [-] | | Seems natural to me too. ARR is understood as the current rate. It would be more misleading to say 5b ARR. Its like asking how fast a car is moving. |
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| ▲ | MattRix a day ago | parent | prev [-] | | This is not lying, that is just what run rate revenue means! It makes sense to use as a metric when a company’s user base is growing as fast as Anthropic’s is. | | |
| ▲ | shimman a day ago | parent [-] | | It makes sense to be extremely misleading about actual accounting figures? In what world is it okay to say you have $19b in ARR when you have only ever generated $5b for the entire duration of your company's existence? Did Enron start a business school I'm unaware of something? | | |
| ▲ | dragonwriter a day ago | parent | next [-] | | > In what world is it okay to say you have $19b in ARR when you have only ever generated $5b for the entire duration of your company's existence? In the same world that it makes sense to say that your current speed is 57mph when you've only driven 15 miles since starting the trip. | |
| ▲ | baq a day ago | parent | prev [-] | | sir if you say a number is $19B and everyone who is invested knows what it means, is there a problem? |
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| ▲ | B56b a day ago | parent | prev | next [-] |
| So just ignoring the link entirely, cool cool cool |
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| ▲ | mattmanser a day ago | parent | prev | next [-] |
| Try doing some inference with local models. I'd be surprised if they're making money on inference just from that. There's no way someone paying $20 p/m and using it all day is not spending way more on even just the electricity for tokens, let alone the capex. |
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| ▲ | beepbooptheory a day ago | parent | prev [-] |
| I don't really get the last bit. It's hard to imagine what a new fangled "frontier model" could do that would blow anyone out of the water. Like what does this look like? Really good benchmarks? Who cares about that anymore? |
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