Came up with a creative way to post quotes from video...

Came up with a creative way to post quotes from video content on my blog - since my quotes support images I can run MacWhisper to extract a text transcript of part of the video, then drop a screenshot in the middle to illustrate the quote

https://simonwillison.net/2024/Oct/23/cnbc/

Screenshot of my blog:

According to a document that I viewed, Anthropic is telling investors that it is expecting a billion dollars in revenue this year.

Then a screenshot of the video appearance. The alt text on that is:A CNBC Money Movers broadcast screenshot showing financial data. A news anchor in a green blazer appears on the left with the San Francisco Bay Bridge visible behind her. The screen displays ANTHROPIC EST. 2024 REV DOCUMENT SEEN BY CNBC: with a breakdown showing Third-party API: 60-75% of sales, Direct sales API: 10-25%, Chatbot subs: 15%, Professional services: 2%. The lower third chyron reads ANTHROPIC REV EXPECTED TO SURGE

Text continues: Third-party API is expected to make up the majority of sales, 60% to 75% of the total. That refers to the interfaces that allow external developers or third parties like Amazon's AWS to build and scale their own AI applications using Anthropic's models.

That is by far its biggest business, with direct API sales a distant second projected to bring in 10% to 25% of revenue. Chatbots, that is its subscription revenue from Claude, the chatbot, that's expected to make up 15% of sales in 2024 at $150 million.

— Deirdre Bosa, CNBC Money Movers

Like 23 October at 1:36 | Open on fedi.simonwillison.net

2 comments

Reilly Wood

@simon Do you understand the difference between third party and direct sales in that quote? Third party sounds like regular API key usage, I’m unclear on what counts as direct sales

23 October at 2:56 | Open on mastodon.social

Simon Willison

@reillywood I don't know for sure, but my best guess is that third-party means resales through AWS Bedrock and Google Vertex, while direct sales are people who pay for the Anthropic API directly to Anthropic

23 October at 2:58 | Open on fedi.simonwillison.net

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