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by SecretDreams7 hours ago |
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upvoteby aurareturn6 hours ago|
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The actual money is coming from big tech profits, debt, and rapidly growing AI revenue (Anthropic growing from $9b ARR to $60b+ ARR in a few months). A very small percentage is coming from Nvidia.

And before someone tells me AI demand is fake and circular, my company is spending thousands on Anthropic a month, up from $0 in 2025. And no, we're not getting scammed by Anthropic or tokenmaxxing for no reason. We are getting value. At minimum, my company is not part of this circular thing.

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upvoteby GhastBartender3 hours ago|
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> my company is spending thousands on Anthropic a month

The problem is that this is simply not enough. They need you to spend tens of thousands, probably closer to hundreds of thousands, before the numbers start making sense.

> At minimum, my company is not part of this circular thing.

You're in the blast radius. And if you don't have a plan for "what if Anthropic hikes the API rates by 10x or worse", you're in the kill zone.

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upvoteby aurareturn1 hours ago|
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Anthropic just made a profit. So it does seem to be enough.
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upvoteby uncivilized4 hours ago|
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What value?
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upvoteby lqstuart3 hours ago|
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I’m at a very fast growing startup with real revenue and Fable has let us avoid hiring probably 6-10 full time software engineers with full salary and benefits. We’re spending nowhere close to that. I’m the hiring manager and I’m closing the reqs.

So.. great news for Anthropic, I’ll go ahead and let the elephant in the room go unaddressed

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upvoteby derangedHorse5 hours ago|
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> But they're public entities and they're using the pittance of investment as a force multiplier on their stock price, which they're then regularly using to raise capital.

That's not how that works. Their stock price is not directly correlated with them raising capital since Nvidia has not issued new shares (or sold shares on the open market) since their IPO. Their corporate bond is also not based on, or relies on, the stock price since they must be paid back in cash.

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