[coldtea]

People will consume a lot of things offered below actual cost thanks to VC and cheap loans.

Doesn't mean people would legitimately use them enough to warrant such infrastracture demand, if they were priced according to actual costs.

So it's a distorted market.

[qaq]

Most of Anthropic revenue looks to be companies paying for Claude Code at API prices ...

[coldtea]

Companies will consume a lot of things offered below actual cost thanks to VC and cheap loans.

[qaq]

API pricing is def not below cost

[coldtea]

"def" doing a lot of work here.

It is more expensive? yeah

Is it "definitely not below cost"? hardly

except if as cost here only the inference cost is considered, and not the capital investment, and maintenance costs (not to mention r&d, marketing, and others).

to put it another way, if they just had the corporate API subs today, would they be profitable?