The bubble is about to po-ACK
>>108869250Revenue != Profit
>>108869271cope
>>108869250>In other news, anthropic expects 130% revenue surge but conveniently doesn't take into account the 200% costs surge so it ***will*** be profitable!>In otherer news, anthropic expects 130% revenue surge and doesn't mention the 200% costs surge so that news outlets for niggers can do a little calculation and play pretend it's going to profitable soon!do you retards never learn?
130% revenue growth in one quarter proves it's a bubble lmao.
>>108869250Most profitable chapter of the company that has never been profitable...
>>108869250Anthropic is the closest to profitability, that is true.Everyone else is getting absolutely assraped though.
>>108869250>we promise profits soon>JUST 2 more weeks! says increasingly nervous AI peddler
>>108869250And then all the businesses stop paying for vibe coded slop because it was only worth it when it was cheap.
>>108869250I can't take these reports seriously if they don't address the elephant in the roomI see it first hand at a tech company, people are being given unlimited budgets to waste tokens on claude code, and they are being told to use more, often with an implicit threat that it looks bad to be at the bottom of the leaderboard. there's a fucking leaderboardmy manager seems somewhat level headed and says it's ok to be somewhere in the middle like we are. but to do that we still need to use it for shit I wouldn't otherwise, with very little advantage beyond maybe learning how to use this shit. maybethis can't last long
>gift unlocked articleseriously?
>>108869287>>108869271>and its firsst operating profit, defying skeptics of the AI boomCan anti AI jeets even read?
>>108869625>anti AI jeetskek I don't think that will work. stick to "anti AI trannies"
>>108869271What does this even mean lol. It says profit. How would it make sense that it would be the first quarter with revenue?
>>108869653I like how AI fixed his jew hairline
So have these models reached diminishing returns yet? ChatGPT and Claude both seem good enough for what I use them for but I'm not using them for coding.
>umm these R&D-first companies... aren't immediately profitable! *smug face*one of the funniest lines from anti-ai types, I will be sad to see it go
>>108869661the trick is that they want you to think that the two clauses are talking about the same thing but they are two seperate expectations, an expectation that june will show higher revenue and an expectation that they will eventually have their first profitable quater, not necessarily in june
>>108869479just signs of a shit company
>expects
>>108869250>secretly give people quantized model>make the page lie that it is using 9999 tokens to "think" about your prompt>deliver output for a fraction of what it cost before>profit!
>>108869250>expectsSo they haven't actually made a profit
>>108869537
>>108870294At least one person can read in this thread.
>>108869250>if arrow keeps going up
Bag holder bros... This time... This time it will be different, I swear.
>>108869250The rug pull when they go public is going to be hilarious.
>>108870294>i've made profit for the past 15 weeks>so i expect that the whole quarter is going to be profitablehow mentally challenged can luddites be
>>108871738You literary can't read, m8. AI has eaten your mind.
Where are the profits?
>>108869250I expect to lose my virginity by 30 too but lord knows It's not happening kek cmon man
>>108869250>Anthropic expects it will more than double it's current revenue and expects to reach profitability for the first time in it's history next quarteroh great, so when are they going to recoup the more than a billion they've already spent? will they even be profitable for long enough?
Yeah, I'm sure. You have to wonder how long corporations can pay their employees to tokenmax (waste AI tokens on irrelevant and unproductive shit) before it starts hitting the bottom line so hard that investors start questioning the choice.
anthropic is worth hundreds of billions at this pointit might become a trillion dollar companyjust deal with it
>>108869656you will never be White
>>108869250Did he amortize opus's training cost 100 years into the future?
Anthropic is giving $1.25 billion to xAI every month because no computing power.space-x IPO files: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm(page 13)"For example, in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee. The agreements may be terminated by either party upon 90 days’ notice. The customer will retain ownership and intellectual property rights in its content, AI models, and related data."
>>108872331I refuse to believe a white person used AI to generate that image and went "yep, that's good enough".
>>108869250It's quite literally impossible.Their costs scale with usage, the only way to make a profit is to charge per token use and that bill is astronomical. More expensive than just hiring humans even. That's why the bubble is slowly popping once the customers finds out the true cost. Combine this with the fact that data centers aren't actually being built, there's talks of them being built, there are maybe a few steal beams being put in place somewhere, but the promised data centers aren't being actually finished, will pop the bubble for real.
I read the article, it sounds to me like they spread the cost of training Mythos over several quarters.I mean the article literally says nothing but this made it obvious. "The company does not necessarily expect to be profitable in future quarters as it ramps up spending on computing resources and other costs, the person said."
>>108872293>>108872445Musk lost.
>>108872716youd think all the chinese hires are better than him at this point
>>108872371It's this or they aren't training anything this exact quarter as 4.7 and Mythos just wrapped up so their R&D is way lower than it would normally be.
>>108869271Anon... you do realize that profit is BETTER than revenue, right?
>>108869250>revenue
>>108869280Use a toilet.
>>108869250>ACK!sounds like its NOT going to pop!
>>108869250ha turns out just asking your AI to solve all your problem works after all
anthropic likely already has an AGI, internally. maybe openai too.
>>108869250norwood
>>108872716he won. xai is now the hand feeding anthropic. https://xcancel.com/nottombrown/status/2057194829986300375
>>108872957They are selling their rivals compute instead of serving or training their own models. It's not a rout but an organized retreat. Still don't know how you spin it as victory for xAI.
>>108873078i think you don't realize the sizes of colossus one and two. they are massive, especially colossus 2 that keep expanding even today. xai is also building a third data center ( https://www.datacenterdynamics.com/en/news/xai-confirms-new-data-center-in-mississippi-elon-musk-pledges-20bn-investment-in-state )
>>108873222it's not about the size. the architecture of modern ai is flawed and it won't scale. that has been clear since the gpt4 fiasco. anthropic has the edge because they try to understand their shoggoth. the whole "ai industry" is set for a big fucking crash, but ai isn't going away.
>>108872664Anthropic inference margins are over 70pc lolWhoever you're getting your information from is lying to you
>>108869250>ExpectsSo it hasn't happened yet. And they haven't been profitable once for years? That's something to brag about?
>>108873270>the architecture of modern ai is flawed and it won't scale. that has been clear since the gpt4 fiascothis but the opposite
>>108874720you are coping. mythos requires exponentially more compute to bruteforce the problem set. the current paradigm looks at colossal machines with diminishing returns and no general ability. there is a fundamental flaw in the architecture. it will take around a decade to fix it. and it's a good thing, or we'd be dead already.
>>108869250Based
>>108869250omg buy the IPO!!!
>>108869479write a token burning app. opus 4.7 is great because it talks more than my gf which looks good on the scoreboard
>>108872274>billiondude r u serious?
>>108873222a whole heckin THIRD? omagawd datacenters are EVERYWHERE.1.1.
>>108869250>2 more weeks but its money and not agi this time
>>108875415yes they are everywhere, literally hundred of them are being built right now all over the world.
>>108869339Anthropic is Google's bitch. OpenAI's ass belongs to Microslop. That's why they were split originally. Part of the team hated the Microslop pressence in the so called non profit. And they did the same exact thing, with google.So when the bubble pops, neither Google or Microsoft would have crippling debt. But all the Anthropic and OpenAI tech would come to them in a dreat on the same day.Screencap it and wait.
dont you guys feel A LITTLE suspect when all 3 companies confirm IPO is soon on the same day
>>108875506it's only logical. retail investors want to invest in the first ai company possible. so every ai company wants to go first.
>>108869292>130% revenue growth in one quarter proves it's a bubble lmao.Exactly. This is only going to last until companies realize tokens are more expensive than hiring people and were hitting that point awful fucking fast.One quarter of "profit" and then sinks back to the bottom when companies correctly pull back after anthropic is like "gotcha bitch!" and starts attempting to jew the fuck out of them.
>>108875483openai ignored their exclusivity deal with microsoft and happily created new shares to dilute microsoft's equity.after that much humiliation, microsoft called quits:https://www.wsj.com/tech/ai/openai-and-microsoft-strike-truce-redrawing-once-tense-partnership-9ae22700
>>108869250>About to>Expects>Moid-blowing
>>108875483wrong, those are circular deals.google cloud and azure will have spend hundreds of billions on datacenters for anthropic and openai that then will be useless.https://www.nytimes.com/2026/04/20/technology/amazon-anthropic-investment.html>In the latest deal, Amazon plans to invest $5 billion to start, with the potential to add $20 billion more if Anthropic hits certain milestones.>Anthropic, in turn, committed to spend $100 billion on computing power and other services from Amazon’s cloud computing business over the next decade.>[...]>The agreements between Amazon and Anthropic are also the latest examples of the circular deal making at the heart of the A.I. surge. Amazon, Google, Microsoft and Nvidia have invested huge sums in companies like Anthropic and OpenAI. >In exchange, these start-ups buy enormous amounts of computing power from the same investors.
>>108869250the bubble will not pop until all those companies have IPO'd (spacex, opanai, anthropic, cursor, ...) or maybe just openai. once they go public, their finances will go public too.
>>108875702spacex ipo:https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm>AI is a nascent and rapidly evolving technology, and although we believe AI holds significant promise for consumers and enterprises, its long-term impact will depend on the degree to which AI products and services prove to be broadly useful in real-world applications.>There can be no assurance that demand for AI solutions will develop or be sustained at the levels we anticipate, or at all. >While industry interest in AI has grown substantially, the commercial value proposition of frontier AI models remains largely unproven, and long-term market acceptance of our AI products and services is uncertain. >Developing, training, and providing inference for frontier AI models requires substantial and growing capital expenditures, including investments in specialized computing hardware, data center infrastructure, energy procurement, and technical personnel, and we expect these costs to continue to increase for the foreseeable future. >In addition, we plan to allocate substantial capital to build our AI compute infrastructure, and we expect a multi-year investment horizon before these deployments translate into sustained positive AI Segment Adjusted EBITDA. >Our AI segment has incurred significant operating losses since inception, and we may not achieve profitability in this segment, or, if achieved, sustain it, and there can be no assurance that the returns on our AI investments will be adequate to justify the capital deployed. >Furthermore, the continued improvement of AI model capabilities has historically depended in part on scaling laws, the empirical observation that model performance improves with increased compute, data, and model size, but there is uncertainty as to how long these scaling relationships will continue to hold. >As a result of these factors, our AI segment may not achieve the growth or returns we expect.
>>108875702financials don't matter, see >>108875742spacex will still ipo at around $2 trillion.
>>108875772they will cash out and leave you with the bag
>>108875795wrong, spacex only plans to free float around 5% of their shares
Reminds me of Peloton
>>108869280arrest
>wowza its profitable >we must IPO now so we can be put into the S&P500 and everyone in America will be forced to buy our equity!
>>108869250> About toSo it's a lie?
>>108877726that's the logic of late stage capitalism. if you don't put everything into growth you will stagnate and decline relative to competition. so you have to ride the bankruptcy boundary and constantly overleverage. also jews who run our banks are very happy to collect their interest.
>>108875517Any company hoping to be bought by retail investors is running a scam.
>>108877726s&p 500 has multiple rules that anthropic doesn't fulfill yet:* stock needs to be 12-months old* stock needs to be post a net profit for 12-months -- not just operating profit like in op* stock needs to at least free-float 10%
>>108878904??anthropic isn't near any bankruptcy boundary nor overleveraged. anthropic has no debt but financed by private capital for equity.
What's with AI labs and excruciatingly infuriating execs? At this point i hope i hope Google wins since theirs seem like the most grounded.
>>108875469prove it.>protip: you can't
>>108879175Google basically gave up. They're happy to sell tpus instead of making frontier modelsIt's just anthropic and oai now.
>>108869250So rich, yet he doesn't invest in a hair transplant, baffling.
>>108879380your hair transplant shilling won't work on someone that worked with ilya.dario knows that hair transplants won't work.
>create a profitable quarter using jewish accounting magic>hype up everywhere how AI isn't a bubble>secure trillions more in funding to burn through
>>108871738
>>108879335https://datacente.rs/
>>108879416It did work for the King of Twitter Tantrums.
>>108869250Press SEX to doubt
>>108880181>Cope Seethetroonluddie...
>>108874370I can decide to charge $5 per cup at a lemonade stand. There will be a COUPLE idiots that will be willing to pay for that for some reason, but that does not mean that's a viable business strategy long-term.. > Dude they charge a lot of money so of course they're going to be profitable! Young Naive fool
>>108869250Why are they always like this? Without even knowing this bastard he looks like a backstabbing snake.Besides they only make profit because code service was moved into the most expensive tier or whatever.They lured in the boomer ceos and now they are doing the good ol' rug pull unless they pay "bit more extra". Same old story. You could change this guy to some mid tier mobster and the only difference is that he doesn't torch your facility if you fail to pay up.
one must wonder whether these indian shill farms have morning briefings where they "gm sar" eachother before the lead jeet shows everyone the articles and the talking points they're going to spam before they fire up a shitton of llms which they use to hide their broken englishactually no way that'd be far too organized, they probably just have quotas and shit. like 10-20 posts a day bc that is all they can manage with the throttled rigs running at 100 C° due to the desert heat
