21–30 of 74 posts
The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
I love Claude but as soon as there is a viable replacement and I get around to it, I’m gone. I have zero loyalty to a chatbot and when the interface is just text the cost of switching is up to my personal whims.
The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
> "Could they (Anthropic) get a $2 trillion valuation, yeah they could and I just wonder if it would stay there over time" Can someone explain exactly how the market can in any sense support not one but two trillion dollar valuations (referencing spacex as the first)? (I imagine openai will likely be in the same ballpark) genuinely we're reaching "elementary levels of big funny number" in the market.
Well, if Anthropic actually makes $200B revenue in 2028 then that valuation is justified, depending on how fat their margins are.
Some notes from me researching trying to answer my own question:
> Wall Street experts and financial research firms project Anthropic’s current blended gross margins to be in the mid-40% to mid-60% range, with internal company forecasts aiming for a software-like 77% gross margin by 2028
> Anthropic’s revenue is heavily dominated by enterprise and developer customers (roughly 75% to 85% of total revenue).
> Premium Token Pricing: Enterprise and API clients generate 3 to 5 times more revenue per token than consumer users.
Net is estimated to be between 10% and 30%
Earlier quoted context omitted.
> Don't even need claude anymore at their insane prices for anything I do. What insane price is that? Pro is $20 per month. Same price as a Netflix ad free sub.
Until they stop to subsidize.
The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
What enterprises pay for is all that matters. They pay insane amounts for a lot of things I would never do personally, but I'm not the target demographic in those cases.
The world doesn't make sense to me. I use 5.6 Luna. Deepseek v4 flash 0731. And kimi k3. Don't even need claude anymore at their insane prices for anything I do.
I walk to work and ride a bicycle in my free time, don’t see why anybody would need a hatchback or semi truck or build rockets. Idiots
Earlier quoted context omitted.
What enterprises pay for is all that matters. They pay insane amounts for a lot of things I would never do personally, but I'm not the target demographic in those cases.
The Chinese companies will need to pay their bills eventually too.
China has cheaper electricity and a more capable grid for the industrial type usage levels they need to drive.