u/TraditionalHome8852

Strip it back: investors have put roughly ~$145B into Anthropic since 2021. It’s now reportedly targeting a $2T valuation at IPO, about 14x every dollar ever invested.

I know tech isn’t valued on capital raised. It’s valued on future earnings. But a big chunk of that ~$145B has already gone on losses and compute, so the $2T rests almost entirely on profits that don’t exist yet.

Revenue growth is impressive, but revenue alone doesn’t reward shareholders. If compute costs keep scaling with revenue, it doesn’t matter whether Anthropic makes $100B or $1T.

At a mature-tech multiple of ~25x earnings, $2T implies something like $80B of annual net profit. For context, that’s in the range of the most profitable companies in the world.

So my question: what does the path to that level of profit actually look like, and how long do investors wait for it?

You've all seen the rumoured numbers. The company is aiming to list at $2 trillion, has committed to spending $518b over the next decade and is currently a loss making business on a GAAP basis (even stripping out the one-off accounting charges)

Can anyone explain how the company makes enough profit to reward its investors, if not by building a product good enough to let companies do the same work with fewer people?

On the flip side, if it fails as a business, will the ripple effect be widespread or contained. I do believe that AI could be beneficial to humanity but it's not clear to me how the business side of it doesn't lead to pain for a huge amount of people one way or the other.

I wouldn't wanna see friends and family lose jobs and their livelihood.

For those using Copilot directly inside Excel to reason through large or complex spreadsheets, do you prefer Auto, GPT-5.6 or Opus 5? Have you noticed any meaningful difference in how well they understand and work through the workbook?

There's no way for an end user to tell if its Sol or Terra and what level of reasoning is being used. Anyone here with admin visibility or knowledge of what it actually is?

Kimi K3’s third-place ranking on the Artificial intelligence index seems difficult to reconcile with the idea that Chinese models depend heavily on distillation from the latest US leaders. Fable 5 and GPT‑5.6 came online only a few days ahead of Kimi K3, so it is unlikely that they were distilled for K3. Older Claude outputs may have aided post-training, but K3 appears to reflect substantial chinese innovation.

Curious whether anyone has seen GPT-5.6 appear in their M365 Copilot. In my experience (based in the UK), I tend to get new models about a week after OpenAI launches them publicly — so wondering if others are seeing it roll out yet or have any idea of the timeline.

TL;DR: OpenAI just published their plan for making AI universally accessible, not a privilege for the few. Key goals: give every person on Earth a personal AGI, automate AI research to solve alignment, and broadly distribute economic benefits. They're pushing for international coordination and human oversight as systems get more powerful.

Personally I'm behind the idea of AI for everyone, but curious what others think, is this a genuine commitment or just PR? Is broad access even achievable without compromising safety? and isn't limiting access a way of discriminating e.g Anthropic giving some banks access to Mythos to fix their vulnerabilities but what about the banks, hospitals, public infrastructure in Africa, South America, Asia?

Full article: https://openai.com/index/built-to-benefit-everyone-our-plan/

Following the announcement on their blog post last week, im starting to wonder if anyone has gotten 5.5 as part of the model selector.