Anthropic IPO filing: $1.7B quarterly payroll, about $107K per employee monthly

Re:Anthropic IPO filing: $1.7B quarterly payroll, about $107... by etempleton on Tuesday November 03, 2026 @08:24AM (#50351686)

It isn’t just the Chinese models, though. Google Carbon just came out and from what I have heard is very competitive in direct comparisons and cheaper. Then there is Grok, Muse, etc. I feel fairly confident that there is not enough room for all of these to be successful businesses. Maybe enough room for two at the current valuations, but Google can just lurk in the background forever. Open AI and Anthropic don’t have that luxury. The minute they falter, for even a short period it is pretty much over.

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Re:Anthropic IPO filing: $1.7B quarterly payroll, about $107... by irthomasthomas on Tuesday November 03, 2026 @08:31AM (#50351760)

Carbon isn't out yet.

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Re:Anthropic IPO filing: $1.7B quarterly payroll, about $107... by pjjpo on Tuesday November 03, 2026 @08:54AM (#50351998)

And when it is it will still get stuck in loops.

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Re:Anthropic IPO filing: $1.7B quarterly payroll, about $107... by disgruntledphd2 on Tuesday November 03, 2026 @09:41AM (#50352586)

Argon is definitely competitive (used it over the past week or so).

It's pretty slow, but comprehensive. Caught a bunch of stuff that GLM-5.3 flash (which is incredible value) missed, and gave me good solutions for some irritating issues.

It's very slow (even by frontier standards), but it's hard for me to believe that Anthropic have much of a moat.

I mean, I like talking to Claude more than basically every other model (the open models are much more entertaining though, especially their thinking) but that doesn't feel like it warrants their valuation.

If they can successfully move towards owning their compute, and optimise it massively then they might do well, but it's a risky proposition from my perspective.

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