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points by billylo 3 days ago | 0 comments

A different picture if you include Q3 data in their chart.

https://x.com/billylo/status/2114730642881544285?s=20

Q3 data from their pre-IPO investor roadshow.

Dealroom / Wall Street Journal on Q3 data https://dealroom.co/news/164610-anthropics-draft-s-1-reveals...

Bloomberg reported the same data. https://qz.com/anthropic-q3-revenue-adjusted-profit-ipo-inve...

[–] mchusma 3 days ago

Seems roughly the same story to me. A bit more competition but good growth and healthy multiple of compute.

[–] AndrewDucker 3 days ago

That link isn't working for me.

[–] billylo 3 days ago

fixed. https://x.com/billylo/status/2114730642881544285?s=20