Now let’s see you do this with 40B. The f you can do that I will be intrigued, since it sounds like you solved a bunch of complicated economic problems.
replyI could sell someone a hundred billion dollars for 40 billion dollars and have 40b in revenue. It would never make me any money.
replyOf course you can sell $1 for 90¢, but your unit economics look terrible. If you want to seriously critique Anthropic you need to explain why their unit economics are bad.
replyGiven that they just filed a (confidential) S-1, we will get an answer soon enough.
I expect it's going to look a bit more like selling 38 billion dollars for 40 billion in revenue^ than your example.
^ Some other caveats about how they're marking their p&l, but I think if the growth continues and they have a durable moat^^ then this will look like Amazon and be able to pivot into higher margin stuff
^^ haha this is the biggest condition, but I'm optimistic