This is all un-audited speculation. Even audited financials often have massive weirdness, but unaudited revenue/margin numbers are basically garbage.
> The companies are growing so rapidly that citing their financials from several months ago is practically worthless.
I wish I lived in a world where this was true. Unless their inference margins are fat enough to pay for training and employees (including SBC) then their historical financials are really important.
Again, I could be wrong here but without the S-1 nobody really knows (unless they work for Anthropic, in which case they should really not be commenting in this thread).
This is all un-audited speculation. Even audited financials often have massive weirdness, but unaudited revenue/margin numbers are basically garbage.
> The companies are growing so rapidly that citing their financials from several months ago is practically worthless.
I wish I lived in a world where this was true. Unless their inference margins are fat enough to pay for training and employees (including SBC) then their historical financials are really important.
Again, I could be wrong here but without the S-1 nobody really knows (unless they work for Anthropic, in which case they should really not be commenting in this thread).