$ANT Anthropic says they didn't have enough compute to keep up with demand. So why are they cutting prices again right before the potential launch of the IPO? Something isn't adding up to me. They are releasing Fable 5.2 and Mythos 5.2 on their regular schedule. Fable 5.2 is 20% cheaper to use than 5.1. They did the same with Opus 5.5 in September. That means they need people to use them more to keep growth from slowing even more. And yes the absolute growth is still high but their compute costs are accelerating as growth is slowing. In Q3 cheaper prices cost them about $600 million in revenue and growth slowed from 144% to 47% QoQ. Still can't find anyone on here that wants to buy this IPO. Anyone?
Not Another QuantShare
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