Anthropic 向投资人披露季度营收增至 168 亿美元，IPO 前数据曝光
Anthropic 上市前的财务数据流出，Q3 营收 168 亿美元、算力投入 1 美元换回 1.7 美元，还有蒸馏收入被砍的内幕，细节很足。
Anthropic 在周三的投资者活动上披露了财务细节：Q1 营收约 48 亿美元，Q2 为 115 亿美元，Q3 达 168 亿美元，环比增长近 50%。Q3 每 1 美元算力支出带来 1.70 美元收入，剔除股权激励后的调整后营业利润率为 11%。Anthropic 还透露，竞争对手通过蒸馏方式使用其模型产生的收入占 5% 到 7%，Q3 已大幅削减这部分用量。按 Q2 数据估算，其他实验室当季花在蒸馏上的支出超过 5 亿美元。
Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO The phrase "told investors" appears four times in this FT article, which reports on Anthropic's day of hosting investors on Wednesday. Lots of details in here from " people with knowledge of the matter ". Key things I learned from the article: Q1 revenue (Jan/Feb/Mar) was "about $4.8bn" Q2 (Apr/May/Jun) was $11.5bn Q3 (Jul/Aug/Sep) was $16.8bn In Q3: $1.70 in revenue for every $1 spent on "computing power" Adjusted operating margins (excluding stock-based compensation) were 11% This point about distillation is worth quoting in full (highlight mine): The start-up has also clamped down on “distillation” — a controversial practice whereby rival AI labs train their models on the outputs of more advanced ones. When rival companies “distil” their models from Anthropic’s models, that involves heavy usage and spending. Anthropic told investors on Wednesday distillation accounted for 5 per cent to 7 per cent of revenue and that they had cut it back “materially” in the third quarter of the year, said four people with direct knowledge of the matter. Napkin maths says that if distillation was 5% of their Q2 revenue (before they cut it back in Q3) then unnamed "other labs" spent over half a billion dollars distilling Anthropic's models in that quarter! Tags: ai , generative-ai , llms , anthropic
