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Interpreting Anthropic's 57-Page Investor Roadshow Deck: "Compute" Mentioned 49 Times, Aiming for 35% Long-Term Profit Margin
invest
AI
Interpreting Anthropic's 57-Page Investor Roadshow Deck: "Compute" Mentioned 49 Times, Aiming for 35% Long-Term Profit Margin
The deck shows Q3 revenue of $16.956 billion, up more than 12x year-over-year, with an adjusted operating margin of 15% (GAAP: -3%), compute commitments of approximately $900.9 billion, and a long-term profit margin target of over 35%.
Interpreting Anthropic's 57-Page Investor Roadshow Deck: "Compute" Mentioned 49 Times, Aiming for 35% Long-Term Profit Margin
BTC Short-Term Bottoming and Accumulation, HYPE Faces Critical Test at Triple Support | Guest Analysis
From Five Silicon Valley Wives: How to Become the Woman Behind the Titans
Liquidity is pouring in, here are some of the most noteworthy revenue opportunities on Solana
PYUSD, SOL staking, and JPL all offer good income opportunities.
2024-08-30
Solana
Liquidity is pouring in, here are some of the most noteworthy revenue opportunities on Solana
Gate Ventures Research Institute: Mastering "ZK" will prepare you for everything
This article takes the General ZK coprocessor as an example to analyze its architecture, so that readers can understand the similarities and differences in technology and mechanism design of this general-purpose virtual machine, and to judge the development trend of coprocessors in the future. The analysis mainly focuses on the three projects of Risc Zero, Lagrange, and Succinct.
2024-08-30
smart contract
Developer
technology
Gate Ventures Research Institute: Mastering "ZK" will prepare you for everything
2024-08-30
exchange
BTC
ETH
platform currency
Solana
airdrop
Bitget
Bitget Research Institute: Many exchanges hinted at launching SOL LST, BTC price is under pressure at 60,000 yuan, it is recommended to wait and see
Vitalik’s thoughts on the DeFi debate: The communication gap between 1% of developers and 90% of traders
90% of the people are in Meme token gambling PvP, 1% are elitist hypocrites building castles in the air.
2024-08-30
Vitalik
DeFi
Developer
Vitalik’s thoughts on the DeFi debate: The communication gap between 1% of developers and 90% of traders
Judging from the price-to-earnings ratio, is today's DeFi industry overvalued?
Under the macro background of the end of the whaling era, the crypto industry is also returning to the value thinking of intensive cultivation. Perhaps it is time to think about how to find a long-term good business in a frequently changing market.
2024-08-30
DeFi
Judging from the price-to-earnings ratio, is today's DeFi industry overvalued?
Technological innovation or hype narrative? A look at the early ecosystem of fractal Bitcoin
A new hot spot in the Bitcoin ecosystem, an article reviews the early fractal Bitcoin ecosystem.
2024-08-30
BTC
technology
Technological innovation or hype narrative? A look at the early ecosystem of fractal Bitcoin
2024-08-30
airdrop
Vitalik
Vitalik on “Airdrop”: A fascinating example of identity authentication
Detailed explanation of Bitcoin smart contract implementation solutions OP_NET and Arch, can they bring about ecological revival?
One "protocol", one "Bitcoin 1.5 layer", different ways of participating in different positions
2024-08-30
BTC
technology
smart contract
Detailed explanation of Bitcoin smart contract implementation solutions OP_NET and Arch, can they bring about ecological revival?
Paradigm: Community is the foundation, five rules to create a warm crypto community
The community is at the core of the ecosystem's growth flywheel.
2024-08-30
Paradigm
Paradigm: Community is the foundation, five rules to create a warm crypto community
BTC opens high and closes low, the market awaits guidance from PCE data
Analysts say the peak of this bull market should occur around September 2025.
2024-08-30
BTC
BTC opens high and closes low, the market awaits guidance from PCE data
How does Taiko lead the way to decentralization of Rollup?
Taiko is an important step towards a decentralized and scalable Ethereum ecosystem.
2024-08-30
technology
How does Taiko lead the way to decentralization of Rollup?
Interviews with 18 insiders, a 10,000-word article reveals the rise and fall of OpenSea and the SEC dispute
After reading this article, you will believe that NFT will not die with OpenSea. Share to
2024-08-30
OpenSea
NFT
SEC
Interviews with 18 insiders, a 10,000-word article reveals the rise and fall of OpenSea and the SEC dispute
Get Airhead whitelist qualification for free
This is a Bitcoin NFT project strongly promoted by Arthur Hayes. Currently, the whitelist activity is not competitive and is suitable for novices.
2024-08-30
NFT
airdrop
Get Airhead whitelist qualification for free
The Secrets of Crypto Secondary OTC Markets: The Identity and Motivations of Buyers and Sellers
Currently, the secondary OTC market is showing a more bearish sentiment than the public exchanges.
2024-08-29
finance
invest
The Secrets of Crypto Secondary OTC Markets: The Identity and Motivations of Buyers and Sellers
TON plunged 15% in a week, but three VCs still have confidence in it
The price of TON has fallen by nearly 15% over the past seven days and is currently trading at $5.58 at press time.
2024-08-29
invest
currency
TON plunged 15% in a week, but three VCs still have confidence in it