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How so ? xAI / Twitter were merged in this year - they don't show up anywhere in the financials.
They definitely show up. You don't even have to read the document yourself. Plenty of people are summarising it themselves and using AI. The loss from Xai is over 7B
They are yet to start paying this debt no ?
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skeptical of someone who talks about anthropic enough that they think 'anth' is a reasonable abbreviation lol. maybe youre not wrong but youre definitely biased and not coming to conclusions in a rational way
How does taking a shortcut on the name indicate bias? Or, are people similarly biased when they talk about msft, nv, fb, OAI, ...?
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If this doesn't completely destroy any benefit of doubt that people have in Dario, I don't know what to say. The guy has been speaking out of both sides of his mouth since the foundation of Anth. Over and over he repeated that Anth's investment in compute would not be reckless; it would represent sanity and be proportional to growth. Over and over Anth told users that the models weren't nerfed overnight, we were just…
So you're complaining that his actions matched his words? He didn't make compute deals until he saw the growth necessary to justify them. As a result, they're paying over-the-odds compared to if they'd have make deals earlier. Maybe that was a poor business decision, but I'm not sure how it represents speaking out of "both sides of his mouth"? Sounds like he was honest.
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The use of EBITDA for Starlink is also interesting. For something like terrestrial fiber, I can imagine thinking that there’s a lot of depreciation on the books, but that most of the equipment keeps working after the depreciation period or is cheaper to replace than it was to buy, and that the right of ways and attachments don’t really depreciate. But Starlink satellites are actually gone at the end of their useful l…
Starlink satellites can likely have their life extended by quite a bit, like past constellation satellites did. But it doesn’t really matter as SpaceX is still upgrading capability like crazy. Starship will mean a factor of 10-100x Starlink capacity expansion.
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Starlink satellites can likely have their life extended by quite a bit, like past constellation satellites did. But it doesn’t really matter as SpaceX is still upgrading capability like crazy. Starship will mean a factor of 10-100x Starlink capacity expansion.
They most certainly cannot - LEO satellites literally fall out of the sky after about 5 years; they talk about this in the S-1.
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> "Environmental activists" are scum of the earth, as a rule > Tactics like this are a part of why US is a lousy place to build infrastructure in. I suspect your definition of a lousy place to build infrastructure in might overlap with my definition of a relatively good place to live.
"I suspect your definition of a lousy place to build infrastructure in might overlap with my definition of a relatively good place to live." Which is quite close to the standard NIMBY attitude: "I want good grid, cheap electricity and other infrastructure, but not in my backyard. Either someone else's, or somewhere where no one lives at all." Can't you see the fundamental problem with that attitude? We mostly live in…
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so speculation from a semiconductor website. that's incredibly likely to be wrong
I think you should do a bit of research and come back once you have fixed your knowledge gaps.
"in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee" Anthropic is paying them 1.2…
The whole AI world really is completely circular spending where every one loses money along the way. The only one really making any money is Nvidia.
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Ed Zitron https://www.wheresyoured.at/ has done the math, and it's pretty bleak. His somewhat voluminous rantings contain raw figures on investments, data centre builds, energy availability and depreciation. He believes Oracle has already signed it's own death warrant, and that Meta is close behind. MS, Amazon and Google have massive revenue streams to sustain them, but looking at the numbers, each has to earn from A…
> Ed Zitron https://www.wheresyoured.at/ has done the math, and it's pretty bleak. Ed Zitron is constantly wrong and writes like a child having a tantrum, I don’t understand why you take him seriously? https://www.theargumentmag.com/p/ais-biggest-critic-has-lost... From a previous comment of mine – the quotes are all from a single article: He comes across as just a ludicrously unpleasant, spite-filled person. > I'm f…