All three of those are official releases from Anthropic. You can choose not to believe the if you like, but since they plan to IPO this year it's in their interest not to get caught lying to potential investors.
As a non-public company they can use whatever non-GAAP black magic accounting to claim anything while still not technically lying. It just doesn't correlate to anything we'd actually call revenue.
Not at all, because the magic can be applied differently at different times. They're undergoing a funding run now so they've got a massive incentive to come up with all kinds of revenue.
They've also signed a deal for billions in compute with xAI for april-may so they're certainly using that to fake billions in revenue using non-GAAP bullshit. It just seems a tad more likely than them legitimately increasing actual revenue by 233% in four months out of the blue.
Sorry man I hate to say this but you and many others need to stop commenting on accounting, finance and economics as its clearly way out of your realm of expertise.
Do you know what revenue recognition is? Do you know what accrual accounting is? Do you know of the phenomenon that is 'managed earnings'?
The only true objective number in finance is cash flows.
> Their revenue has quadrupled in just a few months
Maybe, maybe not. We haven't seen that S-1 yet. All we have is the 5B in lifetime so far. PLUS - revenue quadrupled or not, it only matters if their costs did not expand at the same rate or more. Revenue is not profit.
OK, so when S-1 comes out you will finally allow yourself to be wrong? Your prior is, a 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud? I mean this of course is possible but that is quite the conspiracy. The scrutiny of an IPO would be a crazy thing to do if you were committing fraud at the scale you're suggesting.
Revenue is not profit yet the discussion in this particular thread is about revenue.