According to Gavin Baker, Chief Information Officer at US asset management firm atreidesmgmt, after Anthropic lowered its token pricing, its annual recurring revenue (ARR) is very likely to see a steep climb in October.
But the entire AI market has shown an identical pattern: while token unit prices fall, GPU rental prices have instead skyrocketed, and the reason lies right there.
Now, it appears that the goal of surpassing $100 billion in annual recurring revenue has once again become possible.
If October ARR performance turns out poorly, they most likely will not disclose this figure in subsequent updates to their S-1 prospectus filing.
He stated that he still believes: if Anthropic or OpenAI becomes dominant and leaves all competitors behind, it would be a major negative for the AI infrastructure sector as a whole; their estimated billions of dollars in computing expenses for the third quarter (mid-single-digit billions level) have limited reference value for the broader market; and considering their revenue scale, the approximately $35 billion in forward annual computing procurement commitments are entirely within their capacity to bear.
However, after experiencing the brutal sell-off earlier this month, Baker is now willing to accept a judgment: there exists a "Goldilocks zone" (a just-right equilibrium range) for the development of Anthropic and OpenAI, and the current situation appears to be falling right within that zone.
Comments