Comment on Anthropic revenue reportedly jumps to more than $11.5B in second quarterparentComments−alasdair_26dThat honestly seems reasonable. AI is more relevant than oil.−tim33326dAlso there's a recent ramp up in spending suggesting things are on the up. https://x.com/a16z/status/2088658228959953052/photo/1 Up like 3x in half a year or something.I think current investment to date is ~$1tn and revenues are ~$100bn so you'd only need the growth to keep up a short while longer for the current lot to pan out.
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That honestly seems reasonable. AI is more relevant than oil.
Also there's a recent ramp up in spending suggesting things are on the up. https://x.com/a16z/status/2088658228959953052/photo/1 Up like 3x in half a year or something.
I think current investment to date is ~$1tn and revenues are ~$100bn so you'd only need the growth to keep up a short while longer for the current lot to pan out.