Anthropic revenue reportedly jumps to more than $11.5B in second quarter

rogerkirkness

There is just no way all these data center investments in the trillions pay off. That has to be paid out of cashflow, like, real profit. The price to do useful things keeps falling, the payroll economy will crash long before there's actual trillions of dollars of cashflow for tokens.

dominotw

cant access bloomberg link. so they are "leaking" these numbers to press ? why ? i cannot think of any non shady reason to do so

seafoam

Anthropic would publish audited financial statements, if they saw it to be in their interest.

solomatov

As far as I remember there was report of their run rate. How does it align with this?

cactusplant7374

There is a narrative that subscriptions are subsidized. Perhaps we should consider that API users are being price gouged?

ashrt1154

The Mercedes Benz group has Q2 revenues of $36 billion and is profitable. According to Anthropic calculations, it has $144 billion of yearly revenue. The market cap however is only $50 billion: https://www.macrotrends.net/stocks/charts/MBGYY/mercedes-ben... That means that Anthropic with its lousy revenues should have an IPO for $25 billion and not $2 trillion. All growth scenarios are a complete fantasy. They aren't even profitable and will never be.

senectus1

11.5B huh... they apparently need 200B. ( https://news.ycombinator.com/item?id=49323620 ) got a long way to go.