[tristanj]

So what? Meta is still paying Anthropic hundreds of millions of dollars per month. The author of the submitted article is accusing Anthropic of fabricating its revenue numbers. The fact that Meta may make questionable financial choices has no bearing on the validity of Anthropic's revenue.

The author is doing everyone a disservice by not mentioning that Anthropic has power users spending 5 figures per month on their APIs, and other corporations spending 10s of millions per month on Claude code. Anthropic is swimming in revenue right now.

[minraws]

I don't think anyone is accusing revenues are manufactured, the article is even more straight forward it says it's built on hype and bringing profits forward and pushing opex and capex ahead.

I can be profitable trader in Q2 but lose my pants until the time the fiscal year is over.