*losing trillions
replyAnthropic is thought to be cash flow positive now.
replyAnd my wallet is thought to contain a billion dollars, so long as I don't open it.
replySeriously "thought to be" is such a baseless statement. Thought to be by whom? And on what basis?
It’s thought to be because it’s a private company but it’s very well cited.
replyIf they were cash flow positive they would tell it to everyone, be sure of that.
replyAnthropic is currently in an IPO quiet period and cannot publish such information.
replyit's fake cash flow based on circular economy
replyBillions of long-term users for the most important technology in human history isn't a premise of fake cash in a circular economy.
replyYou might as well pretend there's no money in search or social media.
1999. That Google, it has no serious business model, it'll never make real money. Hello GoTo.
2006. That Facebook, it has no serious business model, it'll never make real money.
One more: 2020. That Uber, I could clone an MVP and kill them over the weekend if I really wanted to. That's a side project at best. They're bleeding to death anyway, losing money hand over fist, they'll never make it. They have no moat at all.
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replyAre they, though? I would say, let's find out when the IPO settles, but then again the market also sustains a incredibly crazy valuation for Tesla.
replyIf not, I’m buying stocks
replyBetter to buy GPUs and RAM with current rate
replyAt this stage it's not about how much it's worth, but how much investment is required to reach their goals.
replyNah. They are not, everyone is losing money, and just staying alive from gov subsidies. A claude PRO license is 20 usd/month, and for it to be profitable it should be somewhere around 200-300/month.
replyThe bubble is going to burst soon.
I think the Pro and other subs allow them to save big on ads (Claude Code use is required and it pushes their ads) and allow easy access to free data (CC occasionally solicits feedback and session sharing, which I'm pretty sure some users oblige). Also CC does massive prompt caching tailored to work in lockstep with their platform. With all that and who knows what else, I'd say it balances over time.
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