Hacker News Reader

Wasn't their previous revenue increase more than twice as big?

That would very much not be great for Anthropic, they need to be accelerating growth to keep valuation, doubly so as interest rates on corporate bonds continue to rise.

It’s actually not great, that’s a slowdown

The biggest issue is concentration risk.

Yeah, just imagine if one of their two biggest customers were to find a way to offload even 10% of their calls to a self-hosted model. That would cost Anthropic billions.

The corporate partners, who are also often investors, and have an interest in ensuring the world sees genAI as utterly required.

Microsoft, SK Group, Meta, Google, Oracle, etc.

I dont know, with the exception of SK, all these companies have announced reduced AI budgets and/or move to own inference.

Maybe they did it like SpaceX and sold their compute to a competitor and are booking that as sales.