The 'AI bubble pop' debate and Anthropic's revenue numbers
A user says Anthropic's revenue numbers exclude much of the Opus 5.5 bump and revenue from distillation.
TLDR
A user pushes back on recurring 'AI bubble pop' talk, saying Anthropic's revenue numbers exclude much of the Opus 5.5 bump and revenue from distillation. They also think OpenAI and open-source models likely added a lot this quarter.
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2 Sources, first seen ago
