points by willy_k 3 days ago | 0 comments
“Beleive” in the sense that Tom Cruise believes in the cosmic DC8?
Anthropic [employees] huffing their own koolaid fumes aside, it’s extremely difficult to believe the claims that these mega valuations are substantiated on (*one* company somehow assuming a meaningful fraction of global research and production)
[–] epistasis 3 days ago
[–] 1ejeje 3 days ago
No it’s not - both the customers of hyperscalers and frontier labs are highly concentrated.
[–] epistasis 3 days ago
Their distribution channels are concentrated, at 47% of revenue going through AWS or GCP.
But the top two customers are 12%, which is less customer concentration than I would have expected
Unless "cosmic DC8" (whatever that is) has S1 with data thus string, what possible comparison could there be?
These financials are very very strong. They alleviated many doubts I had about Anthropic's viability (namely I wasn't sure training+experiments could fit in the compute budget and keep them profitable).
We have the numbers right here. Comparisons to Scientology and Elizabeth Holmes are more similar to Scientology than what we see in the S1.