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by brookst 22 days ago
I sincerely doubt Anthropic’s IPO will say that their AI business is only 2% of their future revenue, and they’re bundling in totally unrelated, unprofitable things they expect to account for 98%.
1 comments

I'm not sure what you're talking about or referring to...

I haven't heard anyone claim their S1 will show that but that it will show how poorly their revenue figures look against their costs.

Space'x IPO docs say that launch + Starlink will be 2% of their revenue opportunity, with enterprise AI being 98%.
Ah yes I see, SpaceXs IPO is a thing of beauty in how insane it is.