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Call · @warrenpies · #1 on the leaderboard
@warrenpies
@warrenpies · Mon, Aug 17
Anthropic ARR up to $65 billion... Reminder: EXCESS* hyperscaler cloud revenue tracks closely with lab ARR. *Excess is the revenue above pre-AI trend growth.
tweeted Mon, Aug 17 · counted from Tue, Aug 18 close
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up 1 place since the call#2 → #1 · 2 scored days#2Sep 9
#1Sep 10
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