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

Gavin Baker @GavinSBaker ·
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they…
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they…
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they…

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  1. #1

    Something that merits more discussion amongst those who believe it was a mistake by both the Biden and Trump administrations to allow the export of less powerful GPUs to China: Si…

    Gavin Baker @GavinSBaker ·
    Something that merits more discussion amongst those who believe it was a mistak…
  2. #2

    Hard for me to look at these charts from the FT, especially the first one, and not see some evidence of “ROI on AI.” Seems like a productivity surge post-Covid era overhiring that…

    Gavin Baker @GavinSBaker ·
    Hard for me to look at these charts from the FT, especially the first one, and…Hard for me to look at these charts from the FT, especially the first one, and…Hard for me to look at these charts from the FT, especially the first one, and…
  3. #3

    Come to @TomorrowXSummit in Austin November 17-18. We have Jensen Huang, Lisa Su, Lip-Bu Tan, Marc Rowan, David Solomon, Jon Grey and so many more great speakers - I think we are…

    Gavin Baker @GavinSBaker ·
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