Ed Ludlow
@EdLudlow
Bloomberg Tech Anchor @technology on @bloombergtv. News.
7.4K Following 36.4K Followers
In simple terms: Anthropic is already generating significant revenue even though its biggest corporate customers are still spending only a tiny fraction of their budgets on Claude — suggesting lots of room to grow within existing customers.
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UPDATE: The gross margin of 85% Anthropic presented to investors on Wednesday is on a GAAP basis (not adjusted), source says.
The positive OPERATING margin as of 3Q of 11% is on an adjusted basis.
Anthropic Q3 numbers from today’s investor meeting, Per Bloomberg reporting.
Revenue: $16.8 billion
Adjusted gross margin: 85%
Adjusted operating margin: 11%+
Free cash flow: Positive
Adjusted operating profit: Positive
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Muse is really starting to annoy me
Big news: AMD is acquiring Fei-Fei Li's World Labs in an $8.2 billion, all-stock deal. AMD gains deeper insight in to AI development, a big team of leading researchers, World Labs' models and it aides future hardware. Dr. Li joins AMD as EVP/Chief Scientist. I spoke to AMD CEO Lisa Su, along with Fei-Fei Li.
Airing now @BloombergTV
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Meta launched $1,299 virtual-reality glasses that undercut Apple in price and size while putting its headset line on track for profitability
Adam Jonas back on Bloomberg Tech after many years. Included a conversation about Tesla/SpaceX merger and a reality check from Adam on what Optimus really is: marketing
Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life
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Scoop! 1789 Capital, the firm where Donald Trump Jr. is a partner, is in talks to raise $3 billion, according to a person familiar with the matter.
Its latest Polymarket investment provides a window into the new fund strategy👇
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The AI inference rush is real & rich.
Scoop w/ @dinabass on Modal Labs in talks to raise a new round of financing at a $15 billion valuation, as Baseten also discusses a new round
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@EdLudlow Thanks for having me on Ed - I agree; talking about how the school actually works is one of the most unique/fun parts of the story.
Bessemer has invested $650 million in Anthropic across four rounds.
Partner Sameer Dholakia says the firm first backed it when it was still a roughly $100 million startup - part of a bet that AI intelligence could ultimately become an economic input comparable to oil
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Morgan Stanley’s Adam Jonas says the convergence of AI and robotics could have a transformational impact on the global economy, potentially multiplying GDP as physical AI spreads across transportation, manufacturing and everyday life
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Microsoft will spend $10 billion through 2030 in four Persian Gulf countries - Saudi Arabia, Kuwait, Qatar and the United Arab Emirates.
Here's what Vice Chair and President Brad Smith had to say
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Microsoft President Brad Smith weighs in on the idea of an AI “kill switch,” discussing whether companies need the ability to shut down powerful AI systems if they pose a serious threat — and who should have the authority to make that call.
Watch our full interview here:
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Luhmanaries
👀 Eric Luhman (@eric_luhman1) and Troy Luhman (@troyluhman) have left OpenAI.
@EdLudlow Everyone just wants to stay sovereign
Grok @Bot usage is growing faster than anything we’ve ever seen
NEWS: Bessemer is raising $5.75 billion in fresh funding to support a broader shift towards more growth stage investments, reports @nmasc_
@spdholakia joins me on Bloomberg Tech later today
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SpaceXAI’s Grok Bot Gains Early Traction
Grok Bot cleared out my iMail finally. Was an interesting process, running it through iOS app.
What next?
