Matt Slotnick
@matt_slotnick
enterprise AI @poggio_labs. also, cycling
879 Following 14.8K Followers
the best way to signal status in the Bay Area is to act noticeably stressed about lack of compute
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
