And when it comes to rent versus own, Anthropic is firmly in the rent department. And why is that, Jack? They own zero data centers. None. So every month, Anthropic writes a $1.25 billion rent check to Elon SpaceX.
Nick
The Best One Yet ·
Also said about Anthropic this week
I do think the Anthropic S1 was pretty clearly an upside surprise. The fact that they've only burned $10 billion, the profitability, the cash generation, the unit economics, they'…
TBPN · Gavin Baker · Tuesday
Anthropic is simultaneously shipping the strongest models in the world while also doing it very, very efficiently and building an incredible business.
Latent Space: The AI Engineer Podcast · Tuesday
The FTC is demanding that anthropic executives testify in their AI consumer harm probe.
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