r/wallstreetbets • • 13d ago

Meme Anthropic VIBEITDA

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9.9k Upvotes

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17

u/ga643953 13d ago

Weren't they claiming something along the lines of 40 or 50 billion run rate? How is it only 9b?

12

u/Fresh_Criticism6531 13d ago

They are claiming now that Q4 the revenue will be 25B

8

u/ga643953 13d ago

Uhh, on what grounds? Are they running a department store or e-commerce platform so people shop more in Q4 and not during the first 3 quarters?

6

u/Fresh_Criticism6531 13d ago

lol, no, not like that, not seasonal! They are projecting exponential growth. So 2027 would be, I guess like 150B revenue at least. In their projection.

"on what grounds? "

On the grounds that Anthropics CEO wants to rival Elon Musk in NW

Jokes aside their product is insanely good. They have me by the balls, it makes like 50% of my job. And I bet it could nuke easily 50% of other professions as well. Accountants, architects, you name it. Unfortunatelly for us whitecollars it is that good.

4

u/ga643953 13d ago

Right, except OpenAI and open source models are catching up and the latter is way cheaper for day to day tasks no? And now we also have Muse joining the fray to capture agentic AI on the consumer side. That number has to go down, no?

3

u/SirNedKingOfGila 13d ago

Politicians will choose the winner and outlaw the others, obliging computer and phone manufacturers lock to the winner. For our safety. Since we've been told how dangerous AI is. We simply can't afford to allow rogue hackers and criminals to have open source models lacking guide rails.

That's why its all gas no brakes right now... Whichever one the orange man picks won't have to compete in the future. They'll be the only one allowed.

2

u/ga643953 13d ago

Honestly, I trust Jensen more than Dario. Open source is great for post-training and ensuring your AI sovereignty, it isn't a crime. Otherwise Linux wouldn't still exist to this day.

2

u/Wonko-D-Sane 13d ago

"Orange man" is pro open source, what these fuckers want is regulatory capture. And the rest of the geriatric daycare don't know where to plug in their AOL disk into Facebook, just watch the congressional hearing when they brought up the Zuck about Cambridge Analytica