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I wonder what the split of rev is like from tech co's paying for opus/sol VS chat subs VS desktop app. And if tech co's are using azure/aws hosted, not direct ant/oai API, what amount goes back to ant/oai

Ugh, the best time to sell AI-adjacent stock was yesterday...

Haven't seen evidence that Anthropic is better than OpenAI in costs. Their only differentiator is that they made a bunch of tech journos all oink together as one when they spun that tale about being the good guys killing kids in Palestine vs stinky mean OpenAI that was also asking to kill kids.

Didn’t they have some $750B purchase promise for data? Sorry, it’s hard to keep track

Worse than -122%? Wow

The growth is not even keeping up with the inflation on energy and hardware

Microslop is gonna own OpenAI soon enough and Sam Altman will move on to his next scam.

It’s fine

It is frightening to me how deluded that the tech industry has become. These revenue numbers are sad.

You have to be really creative to imagine how to attain a worse ROI at anything like this scale.

Still hoping this brings down Oracle with it and trashes the entire Paramount-WB merger.

I just hate that this news only heightens Anthropic’s pump-and-dump momentum toward an IPO.

Eggs don't lay eggs. Goose lay eggs. But goose die.

You’re reaching “50 Cent makes a documentary about Diddy” levels of hate for these complete charlatans and we’re all so here for it.

Anthropic is also ok with it, they just wanted some stipulations. OpenAI was just dumb enough to leap at any offer that might eventually lead to a bailout down the line

As I missing something? How’d they get to that annualized number from a few days ago?

I feel like it all being non-GAAP just means the writer of this piece essentially wasted everyone's time by even putting this together. If using non-GAAP magic math do we actually know anything more than if they just farted into a mic and released that instead of a sheet full of made up numbers?

Oh it’s good.

wasn't q2 supposed to be the quarter of tokenmaxxing? a relatively small increase in revenue if so no wonder key people are leaving

Costs will definitely increase, but we are talking about just the revenues.

Well at least it isn’t like they also have trillions of off the books debt in a circularly financed scheme that, if it were to disappear, would flip the entire economy into a deep recession.

They’re also slashing how much they’re charging for tokens. They can make up for it in volume, right?