opinion claim
A useful way to assess AI-company efficiency is to compare growth changes with changes in serving-compute spending.
Jamin Ball · Deep Dive: Anthropic S-1 Myths and Mythos — Jamin Ball, Altimeter · 7 Nov 2026
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“Yeah. Well, I th- I think here, like one, one of the best numbers to look at is, like what is their growth relative to their-- what is the, the, the change in growth relative to the change in serving compute spend?”17:08Report a misattribution
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