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stackskipton 3 days ago

Because again, we haven't seen further reports. As always, we are debating financials on a company that doesn't have to disclose them regularly.

tristanj 2 days ago | parent [-]

We most certainly have: https://www.morningstar.com/stocks/anthropics-gross-margin-i...

The companies are growing so rapidly that citing their financials from several months ago is practically worthless.

disgruntledphd2 2 days ago | parent [-]

> We most certainly have: https://www.morningstar.com/stocks/anthropics-gross-margin-i...

This is all un-audited speculation. Even audited financials often have massive weirdness, but unaudited revenue/margin numbers are basically garbage.

> The companies are growing so rapidly that citing their financials from several months ago is practically worthless.

I wish I lived in a world where this was true. Unless their inference margins are fat enough to pay for training and employees (including SBC) then their historical financials are really important.

Again, I could be wrong here but without the S-1 nobody really knows (unless they work for Anthropic, in which case they should really not be commenting in this thread).