Tunguz Tweets Anthropic Revenue at $50M Per Megawatt

Tomasz Tunguz, founder of Theory Ventures, tweeted that model companies buy electricity by the megawatt and resell it as cognitive work. He stated Anthropic revenue has run as high as $50m per megawatt against $10-15m of compute. The tweet links to an 82-second video alternating between a man in a pink shirt and glasses speaking at a table with on-screen dollar icons.