Anthropic's amended S-1 shows about $17.0B of revenue in one quarter. The same filing lists about $895B of compute commitments. OpenAI reportedly banked about $11B of a round now sized at up to $20B. Full breakdown: https://t.co/UgCZ972PVr 🧵👇 https://t.co/NiRQPx2L2z
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