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1shooneryesterday at 7:28 PM2 repliesview on HN

>The bank's analysts then assumed Anthropic gross profit margins of 60%, and estimated that 75% of related costs are spent on AWS cloud services.

Not estimate, assumption.


Replies

robotresearcheryesterday at 9:03 PM

Those are estimates. Notice they didn’t assume 0% or a million %. They chose numbers that are a plausible approximation of the true unknown values, also known as an estimate.

simonwyesterday at 8:28 PM

If Morgan Stanley are willing to stake their credibility on an assumption I'm going to take that assumption seriously.

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