[unsupp0rted]

Anthropic can't compete with this on cost. They're probably bleeding money as it is.

But they can sort of compete on model quality, by no longer dumbing down their models. That'll be expensive too, but it's a lever they have.

[aurareturn]

One of the articles posted here a week ago says Claude Code has about a ~20x margin on inference. So they can compete on cost if they want.

[unsupp0rted]

Is Claude Code enterprise usage keeping the rest of the company afloat and able to keep raising?