[hangrybear666]

By margin you mean how much money they're losing on each request to stay ahead of the curve while investments are still flowing?

[Aeolos]

I don't know, the CEO of Anthropic has openly said that each model by itself is profitable, they just reinvest everything into training more and more expensive models.

[anuramat]

you think they're doing inference at a loss even with the API prices?

[hangrybear666]

It just doesn't make sense to me that Opus 5 costs the exact same as Opus 4.8, my bet is that they simply subsidize Opus 5 more comparatively so it still looks as if they are making significant progress to keep investment dollars flowing, further inflating the bubble. I might be completely wrong but I trust nothing their CEO says, he's a habitual doom troll and will say whatever makes marketing sense.

[anuramat]

could it be that the leading AI lab is decent at making LLMs?

[dgellow]

I mean, yeah, either positive or negative margin, both are something i want to know