Tanay Jaipuria
@tanayj
partner @wing_vc investing in AI applications, infra and physical AI.
opinions, analysis, and banter on technology and business
参加 October 2008
5.4K フォロー中 77.9K ファン
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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