[BosunoB]

Thanks for the genuine response. When you put it like that, though, if all seems a little ambiguous. Like, Dario isn't necessarily lying, and there's no proof he is, and on the contrary, the company continues to get investment from people who, in theory, do get to see the actual numbers.

I guess I don't blame you or anybody for having a deal of cynicism, but these arguments just don't seem very concrete. Like, if Dario was lying or not, he probably wouldn't share the actual numbers, and he probably would propose a "model lifecycle" accounting. And if the business model had potential or not, there probably would still be vast investment in the next model. Zitron has had nothing but cynicism towards AI from the start, and it's his whole shtick, and so these arguments don't seem very credible coming from him, even though they seem reasonable coming from you.

[csande17]

FWIW I personally think the most reasonable take is basically that the things Dario says should not move the needle on whether or not you believe Anthropic is profitable. The things he is saying are indistinguishable from the things he'd say if Anthropic was not profitable.