General Obligation
@gen_obligation
i'm hungry
가입 January 2011
258 팔로잉 중 43 팬
Can someone explain to me why Dario should command a 30%+ premium over sama (both on futures markets and rumored IPO / fundraising valuations), when OpenAI has comparable revenues growing at a faster rate? Many signs point to a very slow Q3 for Anthropic.
ps: great reporting as always, @MadisonMills22
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This data is indexed to 100 and Anthropic peaked the week of 8/2 and is down 25% from that peak. Now this is customers using the Ramp Token spend management so it is some very small subset of Anthropic revenue. Vercel/Openrouter point the same way. This understates open-weight.
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