3X Long Labubu
@labubu_trader
Labubu long term investor. Only short term trading as a hobby. All of my tweets are just my shitposts. Not financial advice,
No telegram/discord/whatsapp groups
加入 July 2009
2.7K 正在關注 77.2K 粉絲
Like I mentioned, Opus5.5 is growing fast since the end of Sep. However due to distillation and seasonality. My forecast for year end ARR is 80-85B. But if $ANT do a seasonality adjustment, it could be 90Bish.
OAI’s ARR growth in Oct is stalled because of Opus 5.5🥹.
顯示更多
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.
Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.
$100b plus in year-end ARR looks possible again.
顯示更多
