this post was submitted on 09 Oct 2026
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They raised $122-123B this year to bring $50 billion revenue, $20B less than expected. Looks like very sustainable business to me. Even if they bring those $68B that's still 50% burned. Don't you fucking see it ?
And it's all because their models are super under-optimised.
You'd think otherwise with how capable Opus and Fable are, but it's just because the internal harness hides the thinking process, resulting in wildly improved output at the cost of 3-5x more compute being burned.
If they tossed one of the more capable open models in (looking at you, Qwen3.8/Qwen4), those costs would go down a lot.
Anthropic raised $105B in 2026. $10.9B Q2 revenue. That's at most $50B revenue per year. It's still 50% burned. Don't you fucking see it ?