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kdklon Anthropic expands partnership with Google and Broadcom for next-gen compute

"The numbers are certainly audited by their investors."

Hahaha.

Mate nobody cares about that nor trusts it. Everyone is waiting in anticipation for the S-1 filing.

kdklon Anthropic expands partnership with Google and Broadcom for next-gen compute

Lol well OAI is falling apart at the seams.

Simo takes a medical leave. And there appears to be friction between the CEO and CFO.

kdklon Anthropic expands partnership with Google and Broadcom for next-gen compute

The reality is

1) It's in their interest to distort numbers and frame things that make them look good - e.g. using 'run-rate' 2) The numbers are not audited and we have no idea re. the manner in which they are recognising revenue - this can affect the true compounding rate of growth in revenues

kdklon Anthropic expands partnership with Google and Broadcom for next-gen compute

Except you're neglecting the fact that LLMs can become more efficient.

The magical thing about software is that efficiency gains can come pretty quickly relative to other industries.