alt Hacker NewsAnthropic probably is profitable. They were very close and growing rapidly.
The demand and profit margins for inference at the moment means that all these companies will make money off the physical investment.
Anthropic probably is profitable. They were very close and growing rapidly.
The demand and profit margins for inference at the moment means that all these companies will make money off the physical investment.
The physical investment that devalues in <7 years in the absolute best case, <5yr in the standard case.
So are they showing a profit that can pay off these data centers before the turn of the decade? If not, they aren't profitable enough to succeed.