Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by …
I think Anthropic and OpenAI have found product-market fit
Anthropic are strongly rumored to be about to have their first profitable quarter. Stories are circulating of companies surprised at how expensive their LLM bills are becoming from usage by …
Anthropic has surged to a trillion-dollar valuation on secondary markets, overtaking OpenAI.
Buyers are in a race to secure a dwindling supply of shares in Anthropic, driving the AI company's valuation on some platforms to $1 trillion.
Anthropic's "Profitability" Swindle
Yesterday, the Wall Street Journal ran a story about how Anthropic is “about to have its first profitable quarter,” specifically an operating profit, or EBITDA profitability: Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will
Exclusive | Mind-Blowing Growth Is About to Propel Anthropic Into Its First Profitable Quarter
The startup expects a 130% revenue surge to $10.9 billion in the June quarter and its first operating profit, defying skeptics of the AI boom.
Anthropic boasts revenue run rate of $30 billion as the Claude developer expands its partnership with Google and Broadcom
Anthropic’s revenue run rate is higher than the trailing 12-month revenues of all but 129 S&P 500 companies....
How to think about AI company finances
OpenAI and Anthropic are using the standard tech startup playbook.
Anthropic takes shot at consulting industry in joint venture with Wall Street giants | Fortune
The enterprise services firm with Blackstone, Goldman Sachs and Hellman & Friedman puts Anthropic in direct competition with McKinsey and the like.
Anthropic will pay xAI $1.25B per month for compute | TechCrunch
Elon Musk's xAI surprised the AI world when it made a deal to sell compute to Anthropic. Now we know how much it's worth.
Anthropic Launches Enterprise AI Firm With Wall Street Giants | PYMNTS.com
Anthropic is launching a new venture focused on selling AI tools to enterprise companies. This effort is being launched in partnership with Goldman Sachs,
It’s not just the vibes that are off inside OpenAI.
It’s the numbers, too, according to a new Wall Street Journal report, which echoes The Information’s claim earlier this month that CFO Sarah Friar has expressed concern about its IPO plans and CEO Sam Altman’s datacenter spending. It also says the company “missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year,” and other revenue targets. [Link: The vibes are off at OpenAI | https://www.theverge.com/ai-artificial-intelligence/908513/the-vibes-are-off-at-openai | The Verge]
Notes on the xAI/Anthropic data center deal
There weren’t a lot of big new announcements from Anthropic at yesterday’s Code w/ Claude event, but the biggest by far was the deal they’ve struck with SpaceX/xAI to use …
Notes on the xAI/Anthropic data center deal
There weren’t a lot of big new announcements from Anthropic at yesterday’s Code w/ Claude event, but the biggest by far was the deal they’ve struck with SpaceX/xAI to use …
Are Tech Bros Ruining Fashion?
Google's TPU Paradox
Why the massive Anthropic deal ($50-80 billion over six years) is a map to a thousand-customer problem.
