Chris Camillo
@ChrisCamillo
Being smart matters less than being smart differently. $20k → $80M getting ahead of niches nobody’s watching.
参加 June 2008
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How much of the misinformation about Anthropic and AI economics is deliberate manipulation, and how much is people confidently talking about things they don’t understand? Either way the fear narrative seems to be winning out over reality.
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I can never quite tell if you're intentionally editorializing stuff like this, or if you genuinely believe things this misleading.
About $72B of that $80B loss is a noncash accounting charge from convertible debt, Anthropic’s rising valuation made the debt more valuable to investors, so the increase was recorded as a loss, not money actually spent operating the business.
So the very reason they "lost" all that money is *because* their valuation tripled.
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