IMO corporate subscriptions. Same reason so many pay out the ass for Microsoft ecosystem. They would rather pay and it works instead of building local
2026-09-29 18:19:01
2
mongi yoyo :
What hair products do you use?
2026-09-29 14:52:55
6
nemosupremo0 :
I remember reading that Meta was potentially spending close to a billion per month on Anthropic. Uber also mentioned that their token costs were incredibly high. The YoY growth is eye popping, but it isn’t clear how sustainable that is; I’m not seeing that growth show up anywhere else. That said if they ~6x their revenue they would be pulling in as much revenue as Google
2026-09-29 16:35:51
1
Tony :
I need to know where your glasses are from pls 😭😭😭
2026-09-29 14:12:52
6
appleuser39979528 :
Probably a distributor like Amazon and Microsoft (I use both cloud services for my LLM spend and have downgraded from changed my claude api spend to Kimi and other cheaper models)
2026-09-29 19:25:16
0
👋🏻👋🏻 :
I don’t understand what you’re talking about but will never skip a video [Tears of joy]
2026-09-29 14:10:35
2
Andrew :
Curious their revenue breakdown too, how much is enterprise vs retail
2026-09-29 15:50:39
0
Mark Talks Investing :
I agree, it's going to be interesting to read the S-1 in detail. I imagine it will make the spacex one look conservative.
2026-09-29 17:14:49
0
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