qaq

well they traded short term gain for long term pain.

I use both especially for checking each others work. Pretty happy with results

API pricing is def not below cost

If people are sure they can always short NVIDIA

Most of Anthropic revenue looks to be companies paying for Claude Code at API prices ...

hence the bit about us learning the actual state of things once they are a public company.

A lot of factors there we will see how it plays out.

We will see once they go public Dario did claim profit margin on inference is 40% if memory serves me right

Yes 65B ARR that Anthropic has is clear indication there is no path to revenue.

If people were not consuming their services they would not be buying inference hardware at this rate so it's pretty much on consumers.

Fable was able to oneshot pretty big features. In write spec -> refine spec -> create todos -> implement todos workflow difference was far less pronounced vs codex or opus.

Well given dual class shares in SpaceX Elon will get full control of Tesla for free aside from all other benefits ...

it is crazy

why did we switch to per minute? A modern quality enterprise SSD can do 35K +/- legit fsyncs per second.

You don't need LLM for that. You make _all_ projects low-stakes by working on green field project using (insert buzzword soup of the day) and leaving for a new green field opportunity (that requires experience with buzzword soup of the day) before the project ships.

Basically xAI is pulling a Palantir. They try to reposition datacenter capacity lease revenue to have a multiplier of fast growing frontier lab.

Where did you get 2-3B from? Colosus 2 GPU's alone were 18B Total cost including construction, power and water treatment facility might be close to 25-30B.

Anthropic has made $330 billion in compute and chip commitments between Google, Amazon, and Microsoft, another $30 billion with CoreWeave and another $15 billion with SpaceX. To pay for this compute, Anthropic must meet its projected revenue of $174 billion a year by 2029. Anthropic has raised $95 billion across rounds in February, April (from Google and Amazon), and May. These funds will be insufficient to cover Anthropic’s costs, as will Anthropic’s cash flow, meaning that it will have to raise at least another $200 billion in the next year.

How people take this seriously? Anthropic is at 45B ARR S-1 shows inference margin climbed to 70% (obviously could drop) So where that 200B number is coming from ?

None is using grok so they are renting out unused capacity

They know allocation they have from TSMC for TPUs production they know allocation they have from Nvidia they see demand curve.

Would you elaborate how it applies here? To me it's much more pronounced in companies run by "professional CEOs".

Most instances I've seen people paying for cloudflare main motivator was load balancing or DDOS protection. Obviously anecdotal ...

I don't think it sloppy drafting. They are trying to close "loopholes".

if you look at actual proposals like in CA they focus on taxing based on control %

We need competent people to remain in control of companies they have created.

community is super nice I am sure you will get help.

I don't know if it is a chess move but Elon certainly will take every possible opportunity to fk over Sam. Have to admit watching these two sociopaths duking it out is somewhat entertaining.

because of the mutual sweetheart deal with SpaceX

SpaceX gave em discount for the pre IPO quarter so they can show profit

Anthropic signed a deal to lease compute that is the bulk of SpaceX revenue

"OpenAI and Anthropic have invested trillions in a rapdily depreciating asset". Anthropic raised a bit over 100B and has 47B ARR. Where are you getting trillions from ?

I have a codex session I am using to vibe code a db thats being going for like 3 month. Still doing OK. Try that in CC.