Thread

1. camdenreslink · 1790640943 · focus · HN ↗

   Some of these numbers are crazy. The scale of them is hard to comprehend.

   - $42 billion net loss in 2025

   - $518 billion in infrastructure obligations coming up (EDIT)

   - 1/4 of revenue coming from 2 customers

   1. meowface · 1790640991 · focus · HN ↗

      Sure, but their revenue growth numbers are also crazy.

      1. socializer · 1790641626 · focus · HN ↗

         Here's another amazing trick for revenue growth: buy items on Amazon and then sell them on your website for half the price.

         Revenue growth means nothing if you don't have a viable business plan. Anthropic doesn't have one, except "this thing is more important than Big Bang". I don't discount the possibility that they stay afloat on borrowed money long enough to actually find a way to be profitable / rule the world. But it's nothing other than appeal to consequence right now.

         1. bbor · 1790642103 · focus · HN ↗

            So either your analysis is correct or the scientists begging and pleading with people to finally acknowledge what they've been saying since 2023 are correct. I know where I'll be putting my money!

            1. socializer · 1790643757 · focus · HN ↗

               I don't understand, scientists were pleading that Anthropic will be profitable? Doomsday predictions around AI have nothing to do with the financial outlook of a specific company.

               1. bbor · 1790656466 · focus · HN ↗

                  I was just replying to your framing, sorry to be unclear. You said that Anthropic is counting on AI transforming the whole economy/be the "big bang". I'm saying that that bet is extremely rational -- to bet otherwise is to ignore science because its conclusions make you anxious.

                  1. owebmaster · 1790682716 · focus · HN ↗

                     Anthropic is betting they will capture this market, not that it exists.

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