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by simianwords
11 days ago
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> Even so, fine, I'll take that bet. Anthropic inference prices are still marginally subsdizided. Once they're public they will hike their API prices several times over the next 24 months. Even that might not save them, because when we take all their expenses into account, they will probably need to raise prices 2-3x compared to their June 2026 prices. Ok lets state the bet like this: 5 months after their IPO, it will be clear that their API prices still have greater than 10% margin. |
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