> Although Anthropic supposedly has a good margin on each token
I am still to see any evidence of this being true.
The actual data at hand suggests otherwise, with Anthropic's losses increasing with more usage, and they relying on shenanigans to give an appearance of being healthy. They also need to raise money like crazy and seem desperate to offload this hot potato through an IPO. Not really the sort of thing that screams "sustainable" to me.
Such as having a "profitable" quarter on one of their funny metrics when they were not paying for compute, or leaking completely obscure ARR, "EBTIT", etc.
I am still to see any evidence of this being true.
The actual data at hand suggests otherwise, with Anthropic's losses increasing with more usage, and they relying on shenanigans to give an appearance of being healthy. They also need to raise money like crazy and seem desperate to offload this hot potato through an IPO. Not really the sort of thing that screams "sustainable" to me.
Such as having a "profitable" quarter on one of their funny metrics when they were not paying for compute, or leaking completely obscure ARR, "EBTIT", etc.