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points by ml-anon 3 days ago | 0 comments

If I was selling dollars for 50c and Nvidia, alphabet and Amazon giving me dollars for a piece of my company, my revenue growth would be the same. That’s what Anthropic is doing.

[–] alberth 3 days ago

That's no longer the case though anymore according to the S-1.

  2025: $0.50 revenue per $1.00 of compute
  2026: $1.82 revenue per $1.00 of compute

[–] ml-anon 3 days ago

lol yeah if you completely discount the actual amount they paid for that compute which is hidden in the 70Bn of debt which is waved away as a non operating loss, sure.

[–] postpriorx 3 days ago

That's per inference compute right? Or does it also include training compute?

[–] ml-anon 3 days ago

It’s per unit of bullshit. No one knows what the true cost of Anthropic’s compute is because of circular financing.