Join the discussion
Write your take first — we'll ask for email only when you're ready to publish.
- Hacker News
- > > The more they lose, the more they win!
American zeitgeist.
by treetalker - Anth revenue has probably crossed 70 billion.
The way they calculate that is, last month's revenue x 12.
The leaked numbers are old.
- Related:
Anthropic's IPO prospectus shows AI vision, surging costs
- Does anyone have the actual doc or are we now getting articles about articles.by treis
- What never checks out (aside from most of it) is how they will raise prices to a market that shrinks due to unemployment. Can’t sell apples to people without money.by highway900
- Reminds me of the Amazon joke in the 90s (before they barely avoided bankruptcy): Amazon loses $5 on each sale but makes it up in volume.by dh2022
- Here are my biggest risks for Anthropic, OpenAI and SpaceX that don't seem to get the attention they deserve:
1. What happens to your existing hardware investments when NVidia releases new hardware that allows buyers to run the same models at a fraction of the cost in energy times? IMHO performance-per-Watt is going to be the only significant metric here. Yes, your existing hardware will still work but efficiency is going to be the name of the game;
2. How are you going to deal with the threat of open weight models that can be run locally and/or or cloud GPU infrastructure? We already have relatively affordable hardware (ie Mac Studios) that can run models as large as 500B-1T parameters with 3-4 bit quantization. That's only going to get better; and
3. The only use cases for AI really are:
a) Raising prices;
b) Cutting costs, particularly labor; and
c) Military applications such as targeting and autonomous drone and missile operation.
A society where even 20% of people end up unemployed is one that catastrophically fails.
by jmyeet - > If Anthropic is losing a fortune now with $13 billion in costs how are they going to break even spending $100+ billion per year? Don’t worry, their godlike AI will figure that out?
It's wild that this is an accurate summation of their position here. It's equally wild that a company building and selling a technology as actually useful as an LLM - yes, I think they're useful, sue me - can't begin to think about how to make money with one.
I agree with the article - they'd better hope they are messianic super geniuses, because if not, they're gonna seem real stupid when we have all moved in in a few years. The technology will stay, but that doesn't mean they will.
by ivraatiems