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A big revenue quarter paired with deceleration sharpens investor debate over what the lab is worth in the public markets.
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Today on TITV: Anthropic reported $16.8 billion in Q3 revenue, but growth slowed. What could that mean for its IPO valuation? Plus, Cursor’s investigation into whether confidential data reached SpaceX, TSMC and ASML’s earnings, and the business of open-weight AI. 📺 Tune in at 10 am PT / 1 pm ET on:Read original on X
The meeting is over and some numbers are starting to be reported by people who were in attendance. Anthropic's third-quarter revenue rose 45% to $16.8 billion. Revenue in the first quarter was $4.7 billion, and $11.6 billion in the second quarter.Read original on X
SITUATION DETECTED: Anthropic's Q3 revenue was $16.8B, and the company is profitable on an adjusted basis and cash-flow positive, per FT.Read original on X
now we know how much rev Anthropic gets from customers distilling its models: >$840m in Q3. given its overall Q3 performance, some investors think $1.5t is more appropriate mkt cap vs $2t that its bankers have wanted...Read original on X
> "Anthropic is unique in that our ability to spend tokens for internal use far exceeds what any other business would realistically want to spend." Who are you and what did you do with the cult previously known as Anthropic??Read original on X
"Anthropic told investors on Wednesday distillation accounted for 5 per cent to 7 per cent of revenue" If true, and Q2 revenue was $11.5B, then that's more than half a billion dollars spent by other labs to distill Anthropic's models!Read original on X
Anthropic's slowing growth puts its IPO valuation in question
Anthropic discloses distillation revenue as growth slows
Anthropic discloses distillation revenue as growth slows
Anthropic's distillation revenue draws scrutiny as growth slows
Anthropic reports slowing growth on a $16.8 billion quarter
Anthropic reports slowing growth on a $16.8 billion quarter
Anthropic reports slowing growth on a $16.8 billion quarter
Anthropic reports slowing growth on a $16.8 billion quarter
Anthropic reports a $16.8 billion quarter as growth slows
Anthropic reports a $16.8 billion quarter as growth slows
Anthropic reports $16.8 billion quarter and claims profitability
Anthropic reports $16.8 billion quarter and claims profitability
Anthropic reports $16.8 billion quarter and claims profitability
Anthropic reports $16.8 billion quarter and claims profitability
Anthropic reports $16.8 billion quarter and claims profitability
Anthropic reports $16.8 billion quarter and claims profitability
Anthropic reports $16.8 billion quarter and claims profitability
Anthropic reports $16.8 billion quarter and claims profitability
Anthropic reports $16.8 billion quarterly revenue and claims profitability
Anthropic reports $16.8 billion quarterly revenue and claims profitability
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It would be a second AI lab claiming a result against the same decades-old complexity conjecture.
Price cuts are pulling large AI spending contracts away from Anthropic and intensifying competition between the labs.
The filing gives investors their first detailed look at the AI lab's finances and profitability.
The filing gives investors their first detailed look at the AI lab's finances and cloud commitments.