Tanay Jaipuria
@tanayj
partner @wing_vc investing in AI applications and infra.
opinions, analysis, and banter on technology and business
加入 October 2008
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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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