Holy shit!!! Dario made a bold prediction: in less than 10 years, cancer and Alzheimer's will be history! If that's true, then AI really will be a boon to humanity!!! 🐮🐮
The figures shared by the CFO in Anthropic's roadshow video:
-Q3 revenue of nearly $17 billion, up 12x year over year
-Gross margin of 85% for the first three quarters of this year, roughly on par with Micron's latest quarter
-Engineers are producing 45 times as much code per person as they did in 2024
-(My personal take: software developers really are in a sunset industry, and big tech companies still have plenty of room to cut jobs)
-Revenue per employee has risen from $1.4 million to over $6.6 million
According to the roadshow, the money they're making now is just the tip of the iceberg. Dario also cleverly sidestepped the question of whether AI is a bubble, shifting the stakes to “ending millennia-old human diseases and reconstructing the science of the physical world”—a framing that keeps this game of capital going.
As long as it can genuinely shorten the time it takes to cure even one terminal disease by a few years, history will ultimately forgive this gamble that burned through hundreds of billions of dollars.
Dario would do well to say, "If we get this right, we can usher in an age of miracles" #Anthropic拒绝延期IPO，本周路演估值几何？ #Anthropic
The figures shared by the CFO in Anthropic's roadshow video:
-Q3 revenue of nearly $17 billion, up 12x year over year
-Gross margin of 85% for the first three quarters of this year, roughly on par with Micron's latest quarter
-Engineers are producing 45 times as much code per person as they did in 2024
-(My personal take: software developers really are in a sunset industry, and big tech companies still have plenty of room to cut jobs)
-Revenue per employee has risen from $1.4 million to over $6.6 million
According to the roadshow, the money they're making now is just the tip of the iceberg. Dario also cleverly sidestepped the question of whether AI is a bubble, shifting the stakes to “ending millennia-old human diseases and reconstructing the science of the physical world”—a framing that keeps this game of capital going.
As long as it can genuinely shorten the time it takes to cure even one terminal disease by a few years, history will ultimately forgive this gamble that burned through hundreds of billions of dollars.
Dario would do well to say, "If we get this right, we can usher in an age of miracles" #Anthropic拒绝延期IPO，本周路演估值几何？ #Anthropic
