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DeepSeek will bill Saturday and Sunday at the off-peak rate from Aug 23, the mail @MaxForAI posted.
Weekday peak and off-peak stay. Batch jobs can just land on the weekend now. 😅
The cheap window is why @thePixelsAI says companies will move shifts onto Saturday and Sunday.
ARR's recurring may not actually mean recurring, which is the wording trap @chamath pointed at. The same trap is what @GaryMarcus split into Annual Recurring Revenue versus Annualized Run Rate, with this year's Anthropic revenue possibly moving to open models.
If the slide says ARR and the cash is a three-month spike, procurement is underwriting a run rate, not a renewal.
Bingo, @chamath!
ARR can mean both “Annual Recurring Revenue” and “Annualized Run Rate” and Anthropic (or least its supporters) may well be playing games with that, implying the former but really talking about the latter.
And of course there is a substantial chance that a lot of this year’s revenue won’t recur for them, as it moves over to open models.