alt Hacker News> if "labs are subsidising tokens on API pricing"
> SemiAnalysis estimates that Anthropic's current blended gross margin has risen to the mid-60% range, with the API business gross margin exceeding 80%
Of course, people will insist "they are lying", "why should we believe them, it's well known they subsidize API pricing", ...
https://newsletter.semianalysis.com/p/anthropic-3q26-profit-...
https://finance.biggo.com/news/02d45650-b569-4d12-b44d-8d6d8...
Replies
npn • today at 8:56 AM
even deepseek, with their current (dirt cheap) price, can earn enough profit to cover the cost (hardware investment?) in 10 months.
➕ show 1 reply
knollimar • today at 8:07 AM
That numner blends in training or no?
Agreed. My (somewhat educated) guess is that top labs have healthy margins on API pricing. But this release will add another 3rd party / clear of conflict datapoint in this estimation.