Full S-1 on Q3 losses and training costs needs to get published. Quarterly revenue growth rate was half of Q2’s. Not good if it keeps halving, while their committed compute costs rising exponentially.
Key figures have yet to be leaked on S-1, which should be released fully soon. Structural losses and cash burn may be much higher than hopes for growth.
Full S-1 on Q3 losses and training costs needs to get published. Quarterly revenue growth rate was half of Q2’s. Not good if it keeps halving, while their committed compute costs rising exponentially.
They went from $4.7B in Q1 to $11.6B in Q2 to $16.8B in Q3
I’m hard pressed to call that bad news, no matter how you want to slice it.
If they only see $3B in Q4? Yeah, I’m sure they’ll be crying about it. From $4B to $19B in a year. What’s a disastrous business model.
Key figures have yet to be leaked on S-1, which should be released fully soon. Structural losses and cash burn may be much higher than hopes for growth.