Tanay Jaipuria
@tanayj
partner @wing_vc investing in AI applications and infra.
opinions, analysis, and banter on technology and business
Joined October 2008
4.2K Following 74.8K Followers
Wild to compare q1 annualized revenue added for Anthropic vs hyperscalers:
- Anthropic: $21B
- GCP: ~$9B
- AWS: ~$8B
- Azure: ~$8B
Note seasonality effects and hyperscalers based on quarterly revenue × 4, Anthropic based on monthly run-rate.
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