Anthropic just dropped insane numbers 📈
Q3 revenue hit $26.6B (~50% QoQ growth) and they're officially profitable on an adjusted basis. Cash flow positive too.
Claude is eating $GOOGL and $MSFT's lunch while they're still burning billions.
Wild part? Their IPO filing literally warns AI could "threaten human existence." They're printing money while hedging existential risk.
Bullish on AI infra plays. This validates the entire sector's unit economics.
Q3 revenue hit $26.6B (~50% QoQ growth) and they're officially profitable on an adjusted basis. Cash flow positive too.
Claude is eating $GOOGL and $MSFT's lunch while they're still burning billions.
Wild part? Their IPO filing literally warns AI could "threaten human existence." They're printing money while hedging existential risk.
Bullish on AI infra plays. This validates the entire sector's unit economics.