A sworn affidavit by the Anthropic CFO from Dec. 2025 is what you need to look up mate.

No, at this level of capital involved, and so much opacity around the company financials, it's a perfectly reasonable assumption.

You can - but it's not advisable, not in the least.

https://www.businessinsider.com/uber-coo-andrew-macdonald-ai...

You know their business is literally correct interpretation of the C-Suite statements.

To the stunning tune of 5B in the lifetime .

> You think enterprises are adopting CC because they think "oh this will replace my SWEs I can fire them"?

Yeah, that's actually Darios main talking point

> They buy CC because it's useful and the writing is so clearly on the wall in so many data points that to suggest otherwise is a bit silly at this point

Right, really sound arguments - writing is "clearly on the wall" and there are "so many data points". I'd be keen to use those immediately, but I am kind of missing the key of the "many data points" - namely, what did you build with it and how much ARR is it generating?

> You, as a leader of a company, don't have to make predictions

I have to make predictions, but not confabulations, lies and idiocies.

> Amodei and everyone else need to plan compute

FOR WHAT? Again, what was built with their shitty product in various companies and how much ARR did it generate? Uber seems to get no value out of it.

Ever heard of Enron, Theranos, SBX ? They were all hiding in plain sight - who could've thought they were frauds?

Maybe, maybe not. We haven't seen that S-1 yet. All we have is the 5B in lifetime so far. PLUS - revenue quadrupled or not, it only matters if their costs did not expand at the same rate or more. Revenue is not profit.

Indeed. That's why serious people are very careful, even if they are not running a company supposedly worth 1T USD

> He is forced to do these predictions to know how much compute to buy in advance

Ah well, that explains it. For my companies next quarter, I'll just pull some random numbers out of my ass so we can make plans with material impact to company business based on that.

My company did not swallow hundreds of billions in shady investment deals and is not publicly traded. We work with real money, and the revenue on our books is the revenue that is actually booked, not fake revenue we plan in 2 years time to maybe happen. So no, I am not going to hold myself accountable. But people who work with other people's money should be absolutely held accountable when their wild imaginations don't come true, repeatedly, quarter after quarter, year after year!