anthropic

“In the case of Anthropic, the the revenue has gone as high as $50,000,000 per megawatt.”

“And and what that now enables them to do is, hey, if I spend $10 on inference capacity, actually generate $50 of revenue,”

“Anthropic took months to release Mythos. Right? They they said it was done in February. They did not release it until like what?”

“have they prevented themselves from using Meetos two internally to make Meetos three better? Or have they prevented themselves from using Astra to make Astra plus one better?”

“So I think that's the you've got the public and and and, you know, if anything, like, the gap between Mythos and public models is still there.”

“the moment Mithos was good, and available internally Yeah. I I I she told me that she stopped taking her ADHD medicine. Oh, come on. And that made her a better employee.”

“So Anthropic turned their first gross profit in Q2 in June. And then in Q3, they will be turning a billion dollars of operating profit, slightly over.”

“Anthropic turned their first gross profit in Q2 in June. And then in Q3, they will be turning a billion dollars of operating profit, slightly over.”

“And so this is this is their financials that they're going to be putting out in their IPO.”

“Anthropic is free cash flow positive, and they are profitable in q two. Even in April. In April, they closed April's books. They were profitable.”

“And the way that Anthropic and Google's models are headed, it's actually a terrible decision potentially for them to train with GPUs.”

“Anthropic in Q2 is profitable, their net income profitable, excluding stock based compensation. And I think by Q3 they may even be profitable, including stock based compensation.”

“And I think by Q3 they may even be profitable, including stock based compensation. That's how profitable they're getting, and their margins on an Opus token, at least Opus 4.8 token, is north of 80”

“That's how profitable they're getting, and their margins on an Opus token, at least Opus 4.8 token, is north of 80 for the API price.”

“In the case of OpenAI, they don't show you the whole reasoning chain. In the case of Anthropic, they do.”

“But the CLI experience is not the end all be all of agent orchestration and therefore they've really cooked themselves into sort of like an innovator's dilemma where they keep making the CLI better.”

“You're starting to see it with Anthropix revenue adding $67,000,000,000 of ARR a month, but there's so many more firms coming online with revenue streaming in,”

“Anthropic needs to get to well above five gigawatts by the end of this year, and it's gonna be really tough for them to get there, but it's possible.”

“You look at like quad code spend, right, it's freaking nuts. Right? 19,000,000,000 of revenue for Anthropic now. All of that is, you know, at some multiple is code.”

“If a nuclear missile's heading from China to America and we can use AI to stop it, but it requires surveillance and autonomous weapons, what do we do?”

“And Dario was like, well, you can call us. I'm sure we can figure something out. Like, this is just the dumbest response you could ever come up with.”

“The sentiment is already more than half Americans have a negative view of AI. As we fast forward to the end of this year, as Anthropix revenue goes from 19,000,000,000 to maybe 60, and OpenAI is similar, if not higher, the amount of jobs that get supplemented, the amount of change that happens in society,”

“Anthropics, you know, adding $23,000,000,000 of revenue a month now Mhmm. Versus they were just adding a few 100,000,000 of revenue a month earlier. So clearly, we're in the take off period.”

“If Anthropic added 2,500,000,000 of revenue, and their gross margin is 40%, they added like $1,500,000,000 of compute in one month. Mhmm. Right?”

“when Anthropic says in their funding, like, hey, we're gonna have $300,000,000,000 of revenue by the end of the decade. And it's like, actually, I think that number's too low.”

“AWS has been decelerating revenue. Year on year revenue has been falling consistently. And and our big call is that it's actually going to start reaccelerating.”

“Their revenue growth rate right now implies that they would be OpenAI sometime in 2027, which is a really, really big deal in terms of revenue.”

“They are a bit of a cult. Right? They've they believe in the mission much more than any other lab. Not that OpenAI people aren't cultists as well.”

“First, we have to solve software engineering, and then we can use that to build all the other pieces. Right? First, we have to solve computer use.”

“Anthropic, you know, sort of has you know, they had seven cofounders all with, like, equal equity. And these these cofounders were, like, very focused on exactly this mission.”

“They've got cofounders who are extremely technical, whereas OpenAI, right, you know, they they they don't have necessarily like, Sam's not super technical. You know, the obvious Greg Greg is a cofounder, he's super technical.”

“30% of the chips are going to them, just those two companies. But that's actually like, okay, well, 70% of the stuff, who's making off well, one third of it is ads, whether it be ByteDance or Meta or many of the other people who are doing ads.”

“So this is something that I've found very interesting is that we've been trying to build a lot of alternative data sources for token usage, who's using tokens, what models, where, etcetera, why, and it's very clear that people aren't actually using the reasoning models that much in API. Anthropic has eclipsed OpenAI and API revenue,”

“Anthropic has eclipsed OpenAI and API revenue, and their API revenue is primarily not thinking. It's Cloud four, but it's not in the thinking mode, code being the biggest use case that's skyrocketing.”

“What has xAI actually done to deserve their prior funding rounds? They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today.”

“They haven't released a leading edge model, and yet their evaluation's higher than Anthropic today. At least Anthropic's racing, It's Elon, A, and B, they've tackled a problem creatively”