[apercu]

And, if your revenue is $1B but your costs are $2B it only lasts until the music stops....

[dwaltrip]

I don’t think they are losing money on inference.

Model training, sure. But that will slow down at some point.

[blinding-streak]

Why do you think so? Seems like the space is fiercely competitive, I would expect it to get more expensive.

[aurareturn]

How many times are people going to repeat this lazy statement?

If claude code's revenue grows faster than cost, it will become profitable.

[apercu]

"If claude code's revenue grows faster than cost, it will become profitable."

No shit?