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Anthropic's IPO prospectus shows AI vision, surging costs

143 points · 150 comments · 6thbit

  1. jameskilton · · focus · HN ↗
    > Anthropic said nearly a quarter of its revenue came from two customers last year, and as part of its risk factors, warned that many of its largest clients were not locked into long-term contracts and could cut or stop spending.
    1. Aboutplants · · focus · HN ↗
      One of those customers is the US government, I wonder who the other one is
      1. throwaway81348 · · focus · HN ↗
        Likely Meta
      2. elzbardico · · focus · HN ↗
        Nah, more probably some VC backed coding tool startup.
      3. datadrivenangel · · focus · HN ↗
        Probably cursor.
        1. trollbridge · · focus · HN ↗
          No.
      4. smb06 · · focus · HN ↗
        I'm guessing XAI
        1. atwrk · · focus · HN ↗
          Why xAI? They have no market share and their own data centers are over 90% idle/rented out to the other AI shops, so it's more likely that the money flows in the opposite direction.
      5. enjoyyourlife · · focus · HN ↗
        Amazon is my guess
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