Saanya Ojha, Partner @ BCV
Anthropic's S-1 reveals the economics of a frontier AI company scaling explosively: $16.3B revenue in H1 2026 (up 3.5x YoY), compute costs collapsing from 201% to 55% of revenue, and margins emerging as cheaper models drive usage, not commoditization. The real story is whether frontier labs can sustain dominance when products obsolete every six months.
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Topics: AI Infrastructure · AI (Horizontal)
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