It's pretty clear actually. Anthropic raises money from IPO -> How long will that sustain them given the immense cash burn? Forget about gross profit - that's the number they want you to focus on and can be played with.…
Oh so people who recently sign up = throwaway Interesting. Are you an Anthropic investor?
This is insanely delusional. Much of humanity doesn’t think at all btw - that’s why they’ll never pay for these products and Google search had to be free. Furthermore two things could be true a) market for frontier is…
It’s even more sinister. The vc’s have to be allowed to cash out - so that money remains a strategic weapon for US venture funds over any other nation re. Funding startups in future - esp capital intensive. The…
Most here need a finance lesson. In intrinsic valuation, the value of the operating assets is determined by ebit(1-t) - reinvestment. Gross profit doesn’t mean a whole lot if a) your operating income is negative b) your…
It's pretty clear actually. Anthropic raises money from IPO -> How long will that sustain them given the immense cash burn? Forget about gross profit - that's the number they want you to focus on and can be played with.…
Oh so people who recently sign up = throwaway Interesting. Are you an Anthropic investor?
This is insanely delusional. Much of humanity doesn’t think at all btw - that’s why they’ll never pay for these products and Google search had to be free. Furthermore two things could be true a) market for frontier is…
It’s even more sinister. The vc’s have to be allowed to cash out - so that money remains a strategic weapon for US venture funds over any other nation re. Funding startups in future - esp capital intensive. The…
Most here need a finance lesson. In intrinsic valuation, the value of the operating assets is determined by ebit(1-t) - reinvestment. Gross profit doesn’t mean a whole lot if a) your operating income is negative b) your…