‹ BackHN Continuity

Thread

Anthropic's IPO prospectus shows AI vision, surging costs

143 points · 150 comments · 6thbit

  1. camdenreslink · · 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. lokar · · focus · HN ↗
      I feel like we can't really evaluate them until we see a fairly detailed breakdown that shows inference margin, training costs and non-compute R&D
      1. fwip · · focus · HN ↗
        This is true. If they aren't showing the details, it's because the details make them look worse.
        1. esseph · · focus · HN ↗
          Not necessarily, it could help potential competitors or financers to better understand the market / competition.
          1. fwip · · focus · HN ↗
            That's true, my comment was not correct.
Open on Hacker News to reply ↗

Unofficial Hacker News client; not affiliated with Y Combinator.