> it's obviously not good for profits.
Weird to think profits matter half as much as ever-increasing valuations, driven by memetic bullshit. E.g. the entire point of the article you're commenting on.
> it's obviously not good for profits.
Weird to think profits matter half as much as ever-increasing valuations, driven by memetic bullshit. E.g. the entire point of the article you're commenting on.
Anthropic's valuation is driven by its revenue growth. Export controls harm this. Hype certainly plays a role, but it's simply not the case that revenue is not a major part of the picture.
What revenue growth? They go from net loss in year 1 to larger net loss in year 2, always have.