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A few takeaways from Dylan Patel’s latest podcast:
Anthropic turned free-cash-flow positive in the second quarter of this year and has entered profitability.
Both April and May were profitable and cash-flow positive. At the time of recording, June had not yet been closed, but the trend was continuing in the same direction.
Anthropic’s annualized recurring revenue, or ARR, has now surpassed $50 billion, with gross margins exceeding 70%.