Warren Pies
@WarrenPies
Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
Joined February 2014
1.9K Following 78.7K Followers
Anthropic ARR up to $65 billion...
Reminder: EXCESS* hyperscaler cloud revenue tracks closely with lab ARR.
*Excess is the revenue above pre-AI trend growth.
