Fable was able to oneshot pretty big features. In write spec -> refine spec -> create todos -> implement todos workflow difference was far less pronounced vs codex or opus.
You don't need LLM for that.
You make _all_ projects low-stakes by working on green field project using (insert buzzword soup of the day) and leaving for a new green field opportunity (that requires experience with buzzword soup of the day) before the project ships.
Where did you get 2-3B from?
Colosus 2 GPU's alone were 18B
Total cost including construction, power and water treatment facility might be close to 25-30B.
Anthropic has made $330 billion in compute and chip commitments between Google, Amazon, and Microsoft, another $30 billion with CoreWeave and another $15 billion with SpaceX. To pay for this compute, Anthropic must meet its projected revenue of $174 billion a year by 2029.
Anthropic has raised $95 billion across rounds in February, April (from Google and Amazon), and May. These funds will be insufficient to cover Anthropic’s costs, as will Anthropic’s cash flow, meaning that it will have to raise at least another $200 billion in the next year.
How people take this seriously?
Anthropic is at 45B ARR
S-1 shows inference margin climbed to 70% (obviously could drop)
So where that 200B number is coming from ?