281–290 of 458 posts
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Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...
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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"?
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Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...
ARR seems like a interesting concept which hides away the concrete details and is counting on a futuristic possible commitment especially for companies at this early stages. The crucial detail is probably the money being spent, that is what is fueling this sale of equity at this point.
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i would assume investors giving billions of dollars have done their due diligence and not base it off vibes...
Investors would never give billions of dollars to liars
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Investors are usually prevented from selling until 180 days after IPO
The rules can be changed, they did for spacex.
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> The branding of Claude is so much stronger than ChatGPT. Absolutely not, you live in a bubble. Everybody knows about ChatGPT. Few non-programmers have heard of anthropic or claude, nor do they care. But they all know what ChatGPT is.
ChatGPT is a word now. People may use Perplexity, or Google, or Grok to ask questions online. And later they tell you "ChatGPT told me this". It's a new "I googled in Yahoo".
Many people I know have started simply calling it "Chat".
"I had Chat help me write this" (I didn't, I promise)
They own "chat.com", I think OpenAI should pull the trigger and move to the shorter domain and finish the rebrand.
Anthropic has a great product, but what's going on in the stock market is astonishing. Companies waiting to be valued at a trillion dollars before going public? (I'm writing this comment with the assumption that they will go public soon and the valuation will be higher than this $965 billion dollar private valuation) The stock market used to be a place for companies to raise money from investors. But that isn't what…
Lots of professional investors are passing on the SpaceX IPO for example, which is why they had to increase the share of the retail investors.
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Personally, I’m just exhausted. They are not obligated to be truthful here, so the entire thing is interpreted based on vibes. If you are an AI booster, this is proof that the demand is there; if you aren’t, you’re baffled at where these numbers are coming from.
I think lying about their numbers now is risky if they're planning on an IPO this year - the real figures will come out in the S-1, and investors don't like untrustworthy companies. Update: this inspired a note on my blog: https://simonwillison.net/2026/May/29/anthropic/
This one client, then, is 12.8% of Anthropic's run-rate revenue? That does not exactly fill me with confidence that it's a meaningful number. Doesn't this suggest run-rate revenue will fall off a cliff if Anthropic customers start applying cost controls?
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The branding of Claude is so much stronger than ChatGPT. Even Anthropic is such better branding than OpenAI (especially considering they're not open at all). My wife knows about Claude because that's what I use and we pay for. She uses it also as a result. And inevitably she will talk about Claude to her friends.
> The branding of Claude is so much stronger than ChatGPT. Absolutely not, you live in a bubble. Everybody knows about ChatGPT. Few non-programmers have heard of anthropic or claude, nor do they care. But they all know what ChatGPT is.