Post
EGC999
$#anthropic招股书或估值超2万亿美元 2 trillion valuation, $42 billion loss, and a $5180 billion compute wager: How should we view Anthropic’s IPO?
First, look at the numbers on the books. Last year, revenue was $4.6 billion, up 12 times—impressive. But operating losses were $8 billion. Compute spending was $7.3 billion; for every $1 earned, $1.6 is burned. They have $20.3 billion in cash, which won’t last long under this burn rate.
The real risk is coming later: over the next few years, the pledged compute.
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$85,368.5+0.00%
ETH/USDTEthereum
$2,702.64+0.00%
ZEC/USDTZcash
$1,336.88+0.01%
Today’s market buzz
1#FedECBMeetingMinutes
2#BTCETHETFFlowsDiverge
3#BessentTreasuryYields
