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101008
83 days ago
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Anthropic takes $5B from Amazon and pledges $100B ...
revenue is not profit
lokar
83 days ago
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And EBITA is not GAAP
trgn
83 days ago
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in no world is 30B ARR a bad thing
sensanaty
83 days ago
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If they're spending 60B anually then that is bad. Obviously none of us know what their real burn rate is, but revenue is an irrelevant number if you don't have the full picture.
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