Plenty of counter-examples, including the entire dot-com era.
Straw man. Nobody argued this. What was falsely stated at the start was turning investor dollars into revenue is easy.
I specifically went into unit economics elsewhere [1].
Growth at that scale is hard. I don't care if you don't like the company - it still hard.
And some of the big spenders have their own models.
I get why revenue blew up from say from Q4 2025 to Q1 2026, but this was surprising. 45% QoQ growth. When does it stop?
Anthropic increased short term profits by jacking up their prices for enterprise accounts - by starting charging API prices instead of plan prices. It is possible we soon see customers fleeing Anthropic once they find a good alternative
Roughly a week after Dario has rung the bell. Note that the growth in absolute sense hasn't peaked yet but the curve itself is already flattening and everybody with some sense for stock prices will read that as a very relevant signal.
The party that wins here is NV, Anthropic, not so much. But that's good then Dario and his sister can go back to improving the world. Let's hope they take Altman with them.
You buying at the inflated price I take? Much of your posts are pro AI - yes this is a test