/Tech7h ago

Analyst Zephyr says a government-facing AI firm needs five-times higher token pricing to hit a $10 billion run rate

Teortaxes agrees the $10 billion target is plausible by 2027.

85921138.8K

#501

Original post

Zephyr@zephyr_z9#1695inTech

Depends They have a huge on-prem government-related biz Could they win $2B-$3B in government contracts and reach $2B ARR thru their cloud biz

So, hitting $5B ARR can happen in an extreme scenario

To hit $10B/yr they will need to adopt Anthropic/OAI tactics and serve tokens at 5x the current price (95% GM)

Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

@TheStalwart $10.6B of token/plan sales? no, impossible they can't serve that much demand, which admittedly could materialize if they keep the momentum. The compute is scarce and spoken for

9:48 AM · Jun 24, 2026 · 38.2K Views

Sentiment

Sentiment building, check back later.

Cluster Engagement

Digg Deeper

No Digg Deeper questions have been answered for this story yet.

Posts from X

Most Activity

VIEWS1.2KBOOKMARKS1LIKES13REPLIES2

Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

@zephyr_z9 lol at Anthropic prices people will just buy Anthropic (with VPNs). Their plans are more generous anyway 10B is a plausible 2027 story

Zephyr@zephyr_z9

Depends They have a huge on-prem government-related biz Could they win $2B-$3B in government contracts and reach $2B ARR thru their cloud biz

So, hitting $5B ARR can happen in an extreme scenario

To hit $10B/yr they will need to adopt Anthropic/OAI tactics and serve tokens at 5x the current price (95% GM)

7h1.2K131

Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex

@umi33563 @zephyr_z9 I am highly certain that yes there will be the question is how much will go to Zhipu

7h342

umumu@umi33563

@teortaxesTex @zephyr_z9 >10B is a plausible 2027 story will domestic (Huawei) compute land in enough quantity in 2027?

7h231

Rapsberry@Nayberryk

@teortaxesTex @zephyr_z9 >lol at Anthropic prices people will just buy Anthropic (with VPNs)

until they start requiring government issued ids

https://techcrunch.com/2026/06/22/anthropic-says-claude-may-want-to-see-your-id/

7h12

umumu@umi33563

Unrelated but, I've seen that people brought up that Z is CCP favourite and what not, and I remembered the story how despite the fame Korolev/OKB-1 had to fight (by delivering hard results) for resources against other design bureaus (one thing that overdelivered in USSR was (specifically early years of) rocket industry, thanks to the fact that it was set up by the state as very competitive ecosystem; China replicated that across entire economy, results are visible I guess ::shrug::, there won't be any state champions in AI field)

6h2

Zephry@k_rm1209

@zephyr_z9 I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅！！ 🔽 👉 🔗: https://api.whatsapp.com/send/?phone=17252750500&text=Strategy

➡️Copy search input Reply "555" to WhatsApp: + 17252750500

🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

7h1