Josh You
@justjoshinyou13
Researcher @EpochAIResearch. Views my own. 🔸
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Anthropic revenue update, growth definitely slowed further over the last three months. They added $16B, or ~25% growth, which would naively compound to 2.4x over a year.
There's a little bit of signal from the Q3 revenue total that is not encoded here where Ant probably grew slower in August+September and reaccelerated a bit in October.
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If I'm not mistaken, Anthropic's 85% gross margin and >40% compute margin from this Bloomberg story implies that 70-75% of their compute is now going to R&D.
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Astra was probably trained on between 100k and 200k Blackwells.
Our timeline of estimates below for Stargate Abilene, 100k GPUs = ~250k H100e.
Anthropic's revenue run rate reached $65B by the end of July
