Sumit Roy
Region: US
Saturday 15 August 2026 02:13:46 GMT
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Brat :
Who is paying, 11 billion a quarter?? Have they released their customer base??
2026-08-15 03:44:11
23
fsc2002 :
Next time don’t say “made,” say revenue. And don’t say “worth,” say market cap. Generic terms suck.
2026-08-15 02:56:28
51
Chowder Schnitzl :
I’d buy Anthropic at IPO because their business model is more realistic and I can reach and touch base on what they do here on Earth. I’ve been shorting SPCX since 6/17/26…not interested in going to Mars, the Fed US govt current National debt is $39 trillion and SPCX’s single largest customer. I don’t care about robo-taxis and Optimus..I’ll believe it when I see them at consumers level.
2026-08-15 17:07:25
5
HME Motown :
Why do they need to raise $ with an IPO?
2026-08-19 01:34:55
3
Gizmo Vaz :
If the information is not public I don’t believe it.
2026-08-15 02:47:59
23
Stevesez :
Where is the money coming from?
2026-08-15 16:11:09
1
Fandyslots :
I’m ready, anxiously awaiting the IPO
2026-08-15 10:38:34
1
user5629261538020 :
if you use claude heavily for enterprise development, anthropics main market, you’ll notice quality deteriorating about the third way into the project, past a critical point of no return where its a bad look to scrap the code to start over. then tech leads and devs are deep into a codebase only claude understands and the vendor lock keeps them hooked on using Claude to move forward. since the llm budget is footed by corporate, project leads just spin it and get more ai/innovation budget because “it’s corporate’s decision if they just keep spending”. it almost seems like this is a next level knowledge/intelligence based vendor lock-in by design… devious, *cough* i mean “constitution ethical AI, open source is dangerous it could be used for evil (so can a textbook on chemical synthesis)”. strategy is as old as the industry (via Oracle, Adobe, Microsoft)
2026-08-17 10:15:08
4
Lawrence Ahn :
We’re at a point where fiat currency is increasingly absurd, undisciplined and meaningless
2026-08-16 16:06:14
3
YourAwesome :
US economy is numbers on a computer screen
2026-08-17 16:19:21
4
Easy :
Nahh. Cost of token have split in half in one month
2026-08-16 12:53:09
3
Bor :
Is this GAAP revenue or ARR and also GAAP profitable or?
2026-08-17 02:48:19
5
mungobeforeyougobo :
There are slow downs in Corp usage of AI. Tokens are too pricy and they not netting results per spend.
2026-08-17 06:16:54
2
drom2 :
sumit you know better😉
2026-08-16 16:37:09
2
TokTiker :
Circular investments are what funding companies like Anthropic use. Companies are gambling with depleting their cash flow and borrowing money to fuel the AI-driven machine that generates Anthropic’s profit. However, no one seems to be discussing when the money will run out because it will.
2026-08-16 05:36:02
2
aksde :
Every company in US is paying them plus individuals have monthly plans. No product in History has this much adoption so fast, its just the pace!
2026-08-15 16:57:16
4
Highlighted_Comment :
most companies is profitable around ipo😏😁
2026-08-16 15:04:26
3
萤火虫 :
PE is 1000x but people will still buy
2026-08-22 16:53:02
1
mikeyptik :
People are saying? Gimme a break. They’re LOSING BILLIONS every quarter.
2026-08-15 20:09:23
2
💃🏼🦍💃🏼🦍💃🏼🦍 :
if I had $2 Trillion laying around, I'd buy a small country
2026-08-15 05:20:15
1
Joe :
are customers getting a good value from the purchasing of these AI tokens from Anthropic?
2026-08-15 17:22:19
1
Joe K :
I’ll buy and dread a bazooka blowout.
2026-08-16 01:36:10
2
catherinededior :
Don’t they have over 500b in data center commitments
2026-08-15 15:57:00
2
jvant :
Source????
2026-08-15 08:36:52
1
user2350190890516 :
An IPO is a Liquidity event for VCs, Insiders and Founders. The dumbest thing a Retail Investor can do is buy the IPO. At IPO time Price is a Crapshoot. Wait till Lockup expiration and you have enough Price History.
2026-08-15 18:07:01
2
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