undefined

points

[-]

Anthropic, the company that actually has much worse revenues and likely mislead the public? [1] That Anthropic? The same Anthropic that has taken billions of gulf state money where the countries are on the verge of divesting itself from the US or fear of potentially losing their refineries + oil fields for at least 50 years? That same Anthropic?

This house of cards is about to collapse and lot of "smart" devs are going to act shocked when the water recedes.

The same thing always happens: companies "adopt" open source then, unless you have monopoly, money problems eventually appear and leadership sees this lovely team with "bloated budget" in the bylines.

[1] https://www.reuters.com/commentary/breakingviews/anthropic-g...

by NewsaHackO4 hours ago|

parent|

[-]

I hate it when people use commentary articles as fake sources for their points. It's even more aggravating when the "journalists" are making points that play to the ignorance and outrage of the reader, as they know those readers are the easiest to bait for clicks and mislead. For instance, how is Anthropic claiming that its total revenue since January 2025 as $5 billion contradict that its expected run-rate revenue for the year 2026 is $19 billion?

by apgwoz1 hours ago|

parent|

[-]

> Anthropic claiming that its total revenue since January 2025 as $5 billion contradict that its expected run-rate revenue for the year 2026 is $19 billion?

Isn’t the “exceeding $5BN” comment a lifetime revenue? … on $30BN spent (or something ridiculous.)

A lot of the commentary on the frontier model companies is based on how much money they’ve spent to the relatively small amount they’ve made in return, and the skepticism, especially given almost continuous reporting, that deploying AI in a variety of situations doesn’t seem to yield favorable business outcomes. OpenAI shifting to enterprise / coding type stuff this week seems, also, potentially informative. Is Gen AI actually useful for anything but code? Signs keep pointing to no… and even then, we’re in the early stages of figuring out how to build without destroying everything… something Amazon just recognized as possible with their recent shopping outage.

by NewsaHackO26 minutes ago|

parent|

[-]

> on $30BN spent (or something ridiculous.)

Where did you get that figure? The filing says 10 billion has been spent on training and serving customers.

by luckydata4 hours ago|

parent|

prev|

[-]

the sky is falling...

by verdverm5 hours ago|

prev|

[-]

It also means the Bun team is no longer in control. Acquisition has a similar time frame and we've seen numerous projects chart a similar path to irrelevance.