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darkwi11owtoday at 3:42 PM2 repliesview on HN

Afaik there is no proof Anthropic is profitable. This, and uv buyout by OpenAI only adds a risk to supply chains. In few years these companies can be overrun by open source models or startups delivering new hardware/software breakthrough in LLM. It is not like uv and bun are acquired by IBMs or Alphabets of today.


Replies

wifipunktoday at 4:57 PM

Wasn't it announced that Anthropic is having their first profitable quarter right now in Q2? From what I've personally seen it's all driven by enterprise adoption.

Open source/foreign models are already way cheaper and will work just fine for most use cases but a lot of businesses are already pretty locked in to Claude, and with enterprise costing $240 a year at a 20 seat minimum it's a pretty big investment to make and won't be worth migrating unless the gains are significant.

refulgentistoday at 4:58 PM

What happens if Anthropic and OpenAI shut down?

Is it different from the status quo prior?