alt Hacker NewsAnthropic has 80%+ margins on inference.
Google has 30%+ margins on compute.
Both parties have discovered a literal money printer. The payback period is <2 years.
At those unit economics, anyone not borrowing aggressively here to create more money printers is a moron.
Replies
stackskipton • yesterday at 5:42 PM
>Anthropic has 80%+ margins on inference.
That's like saying my delivery company is profitable because with current gas prices, my margin is 80%. Yea, what about all money you spent to get there? You still profitable then?
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Why do they both need to keep borrowing so much money if the margins are so fat?