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points by tarvaina 1 day ago | 0 comments
Reportedly Anthropic's ARR is $80B and gross margin 85%, so $50B sounds low.
[–] segfaultex 1 day ago
Sure, if you ignore all RnD costs. If you don't; they were $80B in the hole the first half of 2026.
[–] orangecat 1 day ago
Almost all of that loss is accounting charges due to valuation increases, not R&D or other expenses.