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otherme123 • today at 7:33 AM • 2 replies • view on HN

> I don't think you read the Anthropic filing. It is substantially profitable if you exclude the one type of debt which was actually equity.

Anthropic filling shows negative EBITDA, how is that profitable? Revenue < (computing + personal + selling expenses). That is not a business, that is a money burning furnace.

That before even taking into account the huge amount of money they promised to datacenters (i.e. "build that for us, and we would rent it for 5 years", non cancellable).


Replies

simianwords • today at 9:48 AM

Sorry I meant in Q2 it is profitable excluding loan converted deductibles. There’s close to no chance that q3 and h2 is not profitable as well, unless you disagree and want to make that bet?

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