zlacker

>>ryanvo+(OP)
I’ll be honest, while I have my doubts about the match of interests and cohesion between an AI company and a JS runtime company I have to say this is the single best acquisition announcement blog post I’ve seen in 20 years or so.

Very direct, very plain and detailed. They cover all the bases about the why, the how, and what to expect. I really appreciate it.

Best of luck to the team and hopefully the new home will support them well.

>>andrew+P4
But how is another company that is also VC backed and losing money providing stability for Bun?

How long before we hear about “Our Amazing Journey”?

On the other hand, I would rather see someone like Bun have a successful exit where the founders seem to have started out with a passion project, got funding, built something out they were excited about and then exit than yet another AI company by non technical founders who were built with the sole purpose of getting funding and then exit.

>>raw_an+i8
Anthropic may be losing money, but a company with $7bn revenue run rate (https://www.anthropic.com/news/statement-dario-amodei-americ...) is a whole lot healthier than a company with a revenue of 0.

>>simonw+29
If I had the cash, I could sell dollar bills for 50 cents and do a $7b run rate :)

>>tyingq+ue
If that was genuinely happening here - Anthropic were selling inference for less than the power and data center costs needed to serve those tokens - it would indeed be a very bad sign for their health.

I don't think they're doing that.

Estimates I've seen have their inference margin at ~60% - there's one from Morgan Stanley in this article, for example: https://www.businessinsider.com/amazon-anthropic-billions-cl...

>>simonw+Vf
>The bank's analysts then assumed Anthropic gross profit margins of 60%, and estimated that 75% of related costs are spent on AWS cloud services.

Not estimate, assumption.

>>1shoon+tk
Those are estimates. Notice they didn’t assume 0% or a million %. They chose numbers that are a plausible approximation of the true unknown values, also known as an estimate.