I still question it. It's very light on details by just casually dropping they have 80% margins. I smell bullshit on this.

It is certainly not above them to play accounting tricks to pretend to be anywhere near profitable.

If you create a machine that can turn a dollar into 5, you don't dillute ownership of the machine, you use your fabulous profits to expand production. Anthropic, on the other hand, raises money like crazy, and seems desperate to IPO.