221–230 of 458 posts
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that;s basically nothing, companies are spending upwards of $4,000 to $30,000 PER employee. Is it worth that much? probably not.
Is that truly a recurring expense though or just the cost of doing things now ? It remains to be seen whether any of this is sustainable.
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China will make sure they have a frontier lab, there's plenty of chance for Google to catch up once the compute crunch gets more serious.
Google needs to catch up on what? Devs mindshare? The latest Opus 4.8 carefully selected benchmarks made sure to pick Gemini 3.1 Pro and not Gemini 3.5 Flash: 3.5 Flash is beating Opus 4.8 on several of the benchmarks Anthropic posted but simply was ignored. I don't think SOTA-wise Google has a lot of catch up to do.
> Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month. OK, so their self-reported run-rate revenue hit $47bn in early May. For comparison: Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpas…
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That's not that much money in the grand scheme of things, especially for software engineers - and you also have to include folks who pay for Claude or other AI tools on their own or for their own mundane purposes. More startups, &c. I don't use these tools much for work but I pay for a subscription and find it very valuable for my own personal uses.
> I don't know how much killing girls in Minab pays, but it looks like there is a lot of fake revenue reported here.
Well, the Iranians have us beat on that. They just use assault rifles to mow down 30,000+ of their own people: little girls, medium girls, and big girls too and we use a fancy bomb on accident to blow up a school they are launching missiles from to kill even more little girls.
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Effectively infinite. Databricks is a good example. They're still private after 13 years and closed a Series L round last year. Stripe is similar. Having been through an IPO before, it was good for employee liquidity, but bad for the culture and long-term success of the company.
so how do stripe employees get liquidity? can anyone sell their secondary shares?
The price was determined by a formula based on revenue and such, so I always knew what they were worth.
I was not allowed to sell to anyone else though.
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Revenue is an integral over the past year or past quarter. Run-rate is taking a recent measurement and multiplying it out so it will span a year. Basically, it assumes they keep all of their current contracts, and don't gain any new ones. Forward-looking revenue is an estimate of what the integral will be from now to a year from now. For a growing company, run rate is between past revenue and estimates of future reve…
Is it qualified at all? Or can you measure anything and multiply it through to get whatever number you want at the end? Along the lines of "in the 4.75 hours starting at 02:35 yesterday we collected invoices worth $X so our run-rate revenue is now $Y"?
Occasionally it can be a snapshot if you've just completed a big contract - but it's what you expect to get per month if you're not growing or shrinking for the typical SaaS that charges per month (and assuming yearly pre-paid contracts renew etc.)
What is run-rate revenue and how is it different than revenue (classic)?
it's just extrapolation. it's (revenue of this month) * 12 in other words, "if every month was as good as this one, here's how much we'd make in a year" that means, of course, if you make $1000 in january, your RRR is $12000. ...even if you end up making $0 every other month and thus only $1000 total that year. thats why RRR is perhaps harmful. especially when it's not growing. it can be much bigger than the actual r…
> Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month. OK, so their self-reported run-rate revenue hit $47bn in early May. For comparison: Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpas…
Hard to imagine what a world with 100GW of compute looks like.
[1] https://epochai.substack.com/p/frontier-labs-dont-use-most-a...
^^ This quotes 1.4GW at the end of 2025. Add 0.3GW at Colossus 1, and some initial fraction of 1GW Trainium2 from [2]
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You have missed the point Nvidia has probably monopolized several upstream supplies to manufacture critical chip components for next 2 years, the HBMs and Optics component from LITE, as well as TSM capacity. Let alone those power components they funded themselves. Let's say you have a genius design, but you will have it close to impossible to compete with Nvidia in getting it to volumes. Jensen is a player, he isn't…
nVidia can only 'monopolize' these components for itself inasmuch as other industry players are not seriously interested in them. This can change rather quickly.
> Since our Series G in February, adoption has continued to grow across global enterprise customers, and our run-rate revenue crossed $47 billion earlier this month. OK, so their self-reported run-rate revenue hit $47bn in early May. For comparison: Apr 6th 2026: https://www.anthropic.com/news/google-broadcom-partnership-c... - "Demand from Claude customers has accelerated in 2026. Our run-rate revenue has now surpas…
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ez
(not sarcastic)
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It’s becoming like the iPhone, once the software has access to “Claude”, everyone in the org wants it. Finance wants it for excel, marketing and design for image generation, compliance for working with documents. Sure it’s not software engineering rates, but it increases the user base beyond software developers.
Tangential, but I'm partially surprised Anthropic hasn't released an image model, even something basic to complement their offering.