| > the sources don't seem to back the title either. This is nothing new for Zitron. The last article of his I saw: > I also severely doubt that Anthropic managed to make the cost of running its services profitable in the space of six months. > [Per The Information in January], Anthropic missed on its gross margin projections, saying that its inference costs were 23% higher than the company had anticipated. > How did Anthropic, which faced a massive influx of new business to the point that Anthropic was forced to buy more compute from Elon Musk, magically become profitable? Other than that discount, of course. If you follow the link to The Information, you’ll see that it’s a paid article with the headline “Anthropic Lowers Gross Margin Projection as Revenue Skyrockets”. But what happens when you actually read the article? > Anthropic last month projected it would generate a 40% gross profit margin from selling AI to businesses and application developers in 2025, according to two people with knowledge of its financials. That margin was 10 percentage points lower than its earlier optimistic expectations, though it’s still a big improvement from the year before. — https://archive.is/aKFYZ So, according to Zitron’s own source, Anthropic are actually earning 40% gross profit margin on inference, and that is a dramatic jump upwards! This totally contradicts his position that it’s an implausible “swindle” for Anthropic to claim profitability. He’s counting on the fact that most of his readers don’t subscribe to The Information and will only see the headline, or that they will just see a citation and trust that it backs him up without checking. |