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. kamranjon · 1790641395 · focus · HN ↗

      does anyone understand what this part actually means?

      "The near-$42 billion net loss included a roughly $34 billion accounting charge that reflected an increase in the estimated value of financing that could eventually turn into Anthropic shares, rather than money the company spent running its business."

      1. gonzalohm · 1790642203 · focus · HN ↗

         If I understand correctly it means that they have a lot of debt and with increasing interest rates, they have to spend a significant chunk in just paying interest

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