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by supern0va
3 days ago
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>The ARR were fine but showing skewed quarterly profitability numbers by slowing down research due to hitting compute capacity suggests otherwise. I have to say, I find this really puzzling. We know for a fact that Anthropic are making bank on metered inference. That's their biggest source of profitability, we are seeing software companies start to majorly adopt coding agents over just the last few months. Right as the biggest driver of enterprise adoption is accelerating, and it's tied to their biggest profit vector, you find it suspect that their profits are increasing significantly? Also, can you clarify what you mean by "slowing down research" exactly? Do you mean they're not doing big pretraining runs? Less compute available for researchers? Scaled back RL? >Also just to confirm, AI subscriptions are definitely being sold at a loss how big I don't know but these models are much harder to run. Maximum usage of AI subscriptions is a loss, but do we actually know how that nets out? Has anyone done any research to try to figure that out? |
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He is claiming that they have been investing less in R&D and that this is juicing their numbers in an unsustainable way given how close the competition is to catching up. His evidence is the content and cadence of model releases recently. (I'm not taking a position one way or the other, just clarifying for you.)
> Maximum usage of AI subscriptions is a loss, but do we actually know how that nets out?
They almost certainly don't have to care. All the enterprise accounts use the API pricing AFAIK and that appears to be profitable and is expected to be the vast majority of the usage in the medium to long term (if it isn't already).