Re:Anthropic IPO
by sensanaty on Thursday November 12, 2026 @08:48AM
(#50467041)
As we all know revenue is the only thing that matters, and not whether they actually, y'know, turn a single red cent of profit! Btw what all the AI bros are conveniently forgetting to comment on is the massive Q3 slowdowns which they conveniently got to keep out of the news cycles.
[ Parent
| on HN ]
Re:Anthropic IPO
by jfrbfbreudh on Thursday November 12, 2026 @09:01AM
(#50467200)
massive slowdown = highest revenue quarter? ah ok
massive slowdown in growth, the number is not going up faster, rather it looks to be leveling off
Re:Anthropic IPO
by jfrbfbreudh on Thursday November 12, 2026 @09:32AM
(#50467899)
They grew from $11.5B in Q2 to $17B in Q3.
What are you talking about?
the quarter before was a bigger change, if you don't see the broader commoditization and competition, I cannot help you
the changes started happening in July, look to the monthly numbers, and how they are being more vague
Re:Anthropic IPO
by small_model on Thursday November 12, 2026 @10:01AM
(#50468462)
Scale revenue first then massive profits are possible, see Amazon et al.
Only if you don't have equivalent/viable competition. 2 years ago people thought OpenAI was the unstoppable number 1.
Re:Anthropic IPO
by lotsofpulp on Thursday November 12, 2026 @01:11PM
(#50471565)
Apparently, we all don’t know how to read 10-Ks, or even simply how to sort by “Earnings”.