Well said, the technology can be transformative while being structurally challenging to build a viable business around.

Is it possible those are cloud providers? Someone using Claude on google vertex might just switch to Claude on AWS or Anthropic. Also I don’t imagine cloud providers suddenly cutting the cord.

One of those customers is the US government, I wonder who the other one is

“ … according to its IPO prospectus seen by Reuters.”

Here's another amazing trick for revenue growth: buy items on Amazon and then sell them on your website for half the price.

Revenue growth means nothing if you don't have a viable business plan.

does anyone understand what this part actually means?

"The near-$42 billion net loss included a roughly $34 billion accounting charge that reflected an increase in the estimated value of financing that could eventually turn into Anthropic shares, rather than money the company spent running its business."

I guess those 2 customers must be state actors as one of them must be spending at least 12B$ ?

Not $518B in the next year, they plan "to spend $518 billion on cloud, computing and infrastructure obligations in coming years" (number of years unspecified)

I feel like we can't really evaluate them until we see a fairly detailed breakdown that shows inference margin, training costs and non-compute R&D

Meta is one