Anthropic has told investors it expects a second consecutive quarter of positive adjusted operating income, just as CEO Dario Amodei argues frontier AI development needs to slow down.
The Financial Times reports that Anthropic’s annualised revenue reached around $65 billion by July.
Reuters says gross margins are above 80% before revenue-sharing and model-training costs.
The company is also preparing for a potential IPO that could value it at around $2 trillion.
Amodei, meanwhile, has warned that AI capabilities are advancing faster than safeguards and wants frontier labs to slow development.
WHEN RESTRAINT COSTS MONEY
The economics of that decision are becoming harder to ignore.
Anthropic is moving from a cash-hungry AI laboratory towards a highly profitable business with enormous revenues and a possible public listing.
Slowing capability development could eventually mean delaying products, surrendering market share or accepting lower growth.
That creates a much tougher test of voluntary AI safety.
Can an AI company tell shareholders it could grow faster, but has chosen not to because the technology may be dangerous?
Sources
Reuters: Anthropic expects second straight profitable quarter
Financial Times: Anthropic profitability and investor disclosures
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