they are obviously a con ( opinion). look at last slop report. opus 5.5 gets _worse_ when u put higher attention settings. u get banned for using better harnesses etc. etc.
they could do really well. a lot of avid supporters. But i think if they do not change their tactics then openAI, GLM for those who can run it, or others, might start taking even those (pardon my french) religious fans.
Reuters reported first in September that Anthropic posted a net loss of $42 billion in 2025 and plans to spend $518 billion on cloud, computing and infrastructure obligations in coming years.
It is actually faring much better than other tech startups ipo’ing over the last 20 years.
The overwhelming majority of the net loss in the first half of this year, $72 billion, resulted from accounting charges linked to changes in the value of convertible notes and other instruments Anthropic has issued, according to the report.
So this is really just capped notes converting. Total nothing burger.
throwa356262•1h ago
This is great for Anthropic, but who is increasing their AI spending in this climate?
shakna•1h ago
Microsoft, SK Group, Meta, Google, Oracle, etc.
throwa356262•55m ago
luke5441•25m ago
skrtskrt•10m ago
That would very much not be great for Anthropic, they need to be accelerating growth to keep valuation, doubly so as interest rates on corporate bonds continue to rise.