Anthropic's IPO prospectus shows AI vision, surging costs

Re:Anthropic's IPO prospectus shows AI vision, surging costs by mattm on Monday September 28, 2026 @08:41PM (#49886474)

I don't think telecom is the same. 2025 net income for the big 3 US telecoms: AT&T: $22B Verizon: $17B T-Mobile: $11B

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Re:Anthropic's IPO prospectus shows AI vision, surging costs by bad_haircut72 on Monday September 28, 2026 @08:42PM (#49886492)

Compared to the Google/Facebook and other websites who run over these networks the Telcos barely capture any of the value in that exchange for themselves, whilst stumping for huge amounts of the capex

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Re:Anthropic's IPO prospectus shows AI vision, surging costs by ticulatedspline on Monday September 28, 2026 @11:17PM (#49887692)

Well, it would be weird if a loaf of bread cost less then the wheat it's made from.

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Re:Anthropic's IPO prospectus shows AI vision, surging costs by bad_haircut72 on Tuesday September 29, 2026 @01:27AM (#49888656)

This is more like, 90% of the money from selling the bread goes to the guy slicing it, while the ones who bought, own and operate the ovens get the other 10%

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Re:Anthropic's IPO prospectus shows AI vision, surging costs by repeekad on Monday September 28, 2026 @08:48PM (#49886545)

Meta alone made more than those three combined at $60B, Google made $132B

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