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solenoid0937last Friday at 5:57 AM1 replyview on HN

OpenAI has an absurdly high valuation given their cash burn vs RRR.

Anthropic's is far more reasonable.

It makes no sense to lump these two companies together when talking about valuation. They have completely different financial dynamics


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wg0last Friday at 6:10 AM

No matter how low and reasonably Anthropic is valued, don't think $200 Max plans are going to recoup the investment + some return on top because size of the software industry is not that huge and profit margins for AI inference aren't very high either.

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