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Re:Anthropic raises $65B in Series H funding at $965B post-m... by jmalicki on Thursday May 28, 2026 @10:45PM (#48318374)
For Anthropic in particular, that we're talking about, API token costs are revenue that is earned in real-time not on a contract - so hypothetically a giant spike in token use on an API use contract could spike revenue. But I don't think most expect that to randomly fluctuate enough to be material.
Re:Anthropic raises $65B in Series H funding at $965B post-m... by sophiebits on Friday May 29, 2026 @12:27AM (#48319037)
People building applications that use AI do have longer contracts. Not sure how the split is vs Claude Code etc.
Re:Anthropic raises $65B in Series H funding at $965B post-m... by jmalicki on Friday May 29, 2026 @08:31AM (#48322264)
Sure, but the moment they use the token the revenue is earned.