Warren Pies
@WarrenPies
Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
加入 February 2014
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Anthropic ARR up to $65 billion...
Reminder: EXCESS* hyperscaler cloud revenue tracks closely with lab ARR.
*Excess is the revenue above pre-AI trend growth.
