> But lets be clear: the growth of Anthropics revenue is very fast and way too many people stll don't even use AI
Anthropic is selling $3 for $1, of course the growth is fast.
Really? The rumors are that their margins on tokens is quite healthy. That doesn't seem like loss-leading to me.
My last information was, that the inference itself is cheap but its subbsidy comes from ignoring the training.