Matt Slotnick
@matt_slotnick
enterprise AI @poggio_labs. also, cycling
898 Following 14.3K Followers
seems like an overreaction. it’s just an $85B offering and they do need to ramp capex to remain competitive. the dilution is minimal
claude code is so slow, i can’t believe they’re at $40B ARR. why does anyone trust this $42B ARR company with sensitive workloads. the model isn’t even good, how are they at $44B ARR when everyone’s churning. they’re raising again? don’t VCs know this $46B ARR is going to zero?
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anthropic added an entire servicenow worth of run rate revenue in the last 30 days… can you imagine telling someone that a few years ago?
this is a phenomenal slide. cc @loganbartlett
