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Anthropic's IPO prospectus shows AI vision, surging costs

143 points · 150 comments · 6thbit

  1. derangedHorse · · focus · HN ↗
    > the gross margins right now are very positive. [...] So the company loses money. Each model makes money, but the company loses money.

    Amodei mentioned the reason for the big losses in an interview released on Feb 2026[1]. Assuming he was telling the truth, that's not a bad position to be in. From what I can tell from the replies to simonw, a lot of people are cynical about Anthropic's growth potential. I'd like to encourage the cynics to bet against Anthropic wish them luck. I will be doing the opposite.

    [1] <a href="https:&#x2F;&#x2F;www.dwarkesh.com&#x2F;p&#x2F;dario-amodei-2" rel="nofollow">https:&#x2F;&#x2F;www.dwarkesh.com&#x2F;p&#x2F;dario-amodei-2

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