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Key sources
- DISCUSSIONJumpCrisscrossnews.ycombinator.com
- SOURCE@choblin29“secured a previously undisclosed BB+ credit rating from Kroll Bond Rating Agency in June, just one notch below investment grade, despite not providing free cash flow or EBITDA figures”x.com
- SUPPORT@milkroadai“Anthropic just told investors it did $16.8 billion in Q3, up from $11.5 billion in Q2”x.com
- SUPPORT@dgt10011“the biggest private american company ever (supposedly) has junk credit”x.com
- SUPPORT@michaeljburry“AI model developers need to find customers that can generate returns from deploying the technology, rather than relying on users who are now “wasting money” on tokens”x.com
- SUPPORT@aleabitoreddit“investors who sell based on a single short-term data point [$50B ARR] are "essentially no different from people gambling in a casino"”x.com
- SUPPORT@hedgiemarkets“Broadcom is backing about $42 billion more in a newer $60 billion chip package for Anthropic too”x.com
- SUPPORT@edzitron“Rating was it appears just for the deal and also did not involve full access to Anthropic’s finances?”x.com