Yes, actually. Anthropic has gross margins of 40%+, hit $75B ARR last month, and (as of this quarter) is profitable.
As Ed Zitron pointed out, that "quarter" of profitability is EBITDA profitability and comes with plenty of creative accounting. When they do it for a year, we can say "They have found profitability"
You have to assume that they aren’t being too creative with their accounting, which Anthropic and Open AI most certainly are.
As Ed Zitron pointed out, that "quarter" of profitability is EBITDA profitability and comes with plenty of creative accounting. When they do it for a year, we can say "They have found profitability"