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bluegatty a day ago

Anthropic has a ton of great things ahead of them.

They are doing the calculation on if the $150K/person is worth it, and it probably is.

Their revenues have exploded, they are unit-profitable, they need to also invest in the future.

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duchef a day ago | parent | next [-]

Revenue growth is slowing..

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bluegatty a day ago | parent | next [-]

Wow really? Somehow I think they are aware.

They are full of koolaid but not dumb either.

They are aware of the opportunity cost of their tokens and the their staff are 'laying golden eggs' right now, if there is anyone making use of tokens, it's them.

Even tokens on the floor are probably well spent, given the economic leverage they have.

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jpadkins a day ago | parent | prev [-]

law of large numbers

	▲	duchef a day ago \| parent \| next [-]
		Not sure that's too relevant when the difference between revenue and valuation differs by 3 orders of magnitude (ie company is priced explicitly for growth).
	▲	overfeed a day ago \| parent \| prev [-]
		...where "large" is defined retroactively, almost tautologically.

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tggeejeuhg a day ago | parent | prev [-]

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