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0 pointsatleastoptimal1mo ago0 comments

How can you look at Anthropic's revenue chart and claim it's just vibes

0 comments

1. Revenue is not profit; you can make $10 billion by spending $20 billion.

2. It is not clear how they are getting their numbers.

Regardless they are getting that revenue through genuine demand for their product. It’s not like they are selling back some commodity product, billions are being spent on model outputs.

I think anyone who has used Opus 4.6 can see what is causing this demand. It is genuinely “smart” in the sense that it can work its way around non-trivial coding problems.

shinycode1mo ago

But at some point even if the product is useful if it costs twice what is getting in, won’t that be a problem ?

scoopdewoop1mo ago

I don't see why tokens/$ would suddenly stop dropping. Maybe this is the first time the cost of compute will plateau, but do have any reason to think so?

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