Anthropic营收激增，IPO传闻升温
Anthropic's Revenue Surges as IPO Speculation Builds
Let's get into all the numbers, right? These are data points presented in documents seen by Bloomberg and shown to prospective investors, right? In what is an interesting period of the year, there are several of them. Just take us through the numbers. Yeah. So we have this revenue number which is many times what the company had reported um just a year earlier which indicates that what it is doing it's trying to sell its services um especially to companies but also consumers are buying its services as well for its chatbot cloud is working um I mean it's up about like gosh at least 14 uh fold from last time um it also is clear that the company had um their their annualized revenue um or run rate crossed 47 billion in May.
让我们来看看所有这些数字，对吧？这些是彭博社看到的文件中的数据点，并展示给潜在投资者，对吧？在一年中这个有趣的时期，有几个这样的数据点。请带我们看看这些数字。是的。所以我们有这个营收数字，是公司一年前报告的许多倍，这表明它正在努力销售其服务，尤其是面向企业，但消费者也在购买其服务，其聊天机器人云服务正在发挥作用。我的意思是，它比上次至少增长了大约14倍。同样清楚的是，公司的年化营收或运行率在5月份已超过470亿美元。
Um from what we know, OpenAI has an annual run rate of over 40 billion. Um but it's important to remember that the companies calculate things differently.
据我们所知，OpenAI的年运行率超过400亿美元。但重要的是要记住，各公司的计算方式不同。
I point out that there's a number of AI stocks on the move to the upside this morning. The other data point was interesting is positive adjusted operating income which in anthropic's case I guess is making everyone feel good that losses won't be infinite and forever but the comparison to open AI on ARR is really interesting because we put this in the context of two potential IPOs if not this year then maybe next year as well what's the kind of reporting on the timeline for that
我指出，今天早上有多只AI股票在上涨。另一个有趣的数据点是正调整后营业收入，在Anthropic的情况下，我想这让每个人都感到放心，损失不会无限且永远持续下去，但与OpenAI在ARR上的比较真的很有趣，因为我们将这放在两家公司可能进行IPO的背景下，如果不是今年，那么也许明年也会，关于时间线的报道是怎样的？
I for me that feels like it's still a little tricky to predict that one but what I will say is that these two um these two reports that we've done recently, this most recent one on anthropic and then the other recent one we had on OpenAI and how their revenue is increasing. If we look at them individually and don't try to compare them to each other because as I said um with ARR at least that they're calculating them in different ways.
对我来说，感觉这仍然有点难以预测，但我要说的是，我们最近做的这两份报告，最近关于Anthropic的这份，以及我们之前关于OpenAI及其营收增长的报告。如果我们单独看它们，而不是试图相互比较，因为正如我所说，至少在ARR方面，它们的计算方式不同。
So it's certainly not an apples to apples comparison. It looks like each company is showing investors and potential investors better information than it could have just a month or two ago. And so that could be a really positive sign for an IPO.
所以这当然不是苹果对苹果的比较。看起来每家公司都在向投资者和潜在投资者展示比一两个月前更好的信息。因此，这可能对IPO来说是一个非常积极的信号。
What about the technology side? Where do we stand with Anthropic and Open AI and sort of the cadence of them releasing the latest frontier models and where their their business focuses are?
技术方面怎么样？Anthropic和OpenAI目前处于什么位置，它们发布最新前沿模型的节奏如何，以及它们的业务重点在哪里？
Yeah, it's been kind of interesting to watch that unfold over like the last 6 months or so as these companies move closer to a potential IPO. you're seeing them sort of refocus or or focus, you know, more intently on certain aspects of the business. I think with Open AI, we're still seeing a a cadence of releases, but we're seeing less of an array of things, which is interesting, and it'll it'll be even, I think, more clear as we go forward more this year.
是的，看着这些公司在过去大约6个月里逐渐接近潜在的IPO，确实挺有意思的。你会看到它们重新聚焦或更加专注于业务的某些方面。我认为对于OpenAI，我们仍然看到发布节奏，但看到的东西种类变少了，这很有趣，而且随着今年进一步推进，我想这会变得更加清晰。
But we're also going to see the company continue to focus on things that it thinks are important both on the consumer and the uh enterprise side because those are both really big businesses for it. With anthropic, I bet we can expect to see a lot more on the like coding side, probably science side as well. We may see that out of out of both companies, both of those two things. Um, but I think we're going to see a lot of that sort of stuff happening. the sort of coding coding perhaps science and maybe some other sort of workrelated applications that we haven't seen too much of yet for these chat bots that they are hoping to sell to
但我们也会看到公司继续专注于它认为重要的领域，无论是在消费者端还是企业端，因为这两块对它来说都是非常大的业务。对于Anthropic，我打赌我们可以期待在编码方面看到更多，可能还有科学方面。我们可能会从这两家公司看到这两类东西。嗯，但我想我们会看到很多这类事情发生。编码，也许还有科学，以及其他一些与工作相关的应用，这些对于这些聊天机器人来说，我们还没看到太多，它们希望卖给...
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