Anthropic 修订版 S-1 显示 Q3 收入增长放缓，计算开支反超
Anthropic 修订的 S-1 里 Q3 收入涨 47% 但算力开支涨 78%，还有 8950 亿美元承诺，Gary Marcus 又开炮了，看看这些数字再判断估值。
Anthropic 修订版 S-1 文件显示，Q3 收入环比增长约 47%，低于 Q2。同期计算与基础设施开支环比增长约 78%，增速反超收入。文件还披露公司总计算与基础设施承诺金额达 8950 亿美元。Gary Marcus 据此质疑其超万亿美元估值的合理性。
like I told you for months: Q2 was an anomaly and Q3 doesn’t look as good. crazy to value this company at over a trillion when it is based on fantasy projections that already crumbling. Rebecca Torrence @RebeccaTorrenc5 Lots of relief after Anthropic's S-1 showed revenue growth was outrunning compute expense through Q2. Not so in Q3. From today's amended S-1: Revenue was up ~47% QoQ, while compute and infra expenses were up ~78%. Total compute and infra commitments: $895 *billion*. 🔗 View Quoted Tweet 💬 9 🔄 27 ❤️ 332 👀 13209 📊 36 ⚡
