🚨BREAKING NEWS: Anthropic expects a SECOND consecutive quarter of profit, ahead of a possible Nasdaq IPO that could value the AI giant at $2 TRILLION, according to the Financial Times. $LSK
The revenue of Claude Lorrain’s company in the second quarter topped $11.5 BILLION, with an adjusted operating margin of 5.1%.
Computing costs fell from $0.71 per dollar of revenue in the first quarter to just $0.56 in the second quarter.
Meanwhile, Anthropic’s inference gross margins jumped from 38% a year ago to 70–85% currently, with Opus 4.8 exceeding 85%. $MTL
Total gross margins are above 80% before sharing revenue with partners like Amazon and before AI training costs.
Anthropic’s margin improvement suggests the economics of AI are changing rapidly, as compute becomes more efficient and models generate more revenue per dollar invested in computing. $BR
#AnthropicCEOCallsForAISlowdown #bullish
The revenue of Claude Lorrain’s company in the second quarter topped $11.5 BILLION, with an adjusted operating margin of 5.1%.
Computing costs fell from $0.71 per dollar of revenue in the first quarter to just $0.56 in the second quarter.
Meanwhile, Anthropic’s inference gross margins jumped from 38% a year ago to 70–85% currently, with Opus 4.8 exceeding 85%. $MTL
Total gross margins are above 80% before sharing revenue with partners like Amazon and before AI training costs.
Anthropic’s margin improvement suggests the economics of AI are changing rapidly, as compute becomes more efficient and models generate more revenue per dollar invested in computing. $BR
#AnthropicCEOCallsForAISlowdown #bullish
