My reading on anthropic is that he strongly infers that they're profitable, realizes what he has said and immediately walks it back as explicitly not the case today and reframes it as a guess about some indeterminate point in the future.
> Those are the economics of the industry today, or not today but where we're projecting forward in a year or two.
Anthropic: https://x.com/jaminball/status/2052112309364162874