As always, free cash flow and unit economics are more interesting than net profit.
By which metrics Anthropic is making a lot of money.
As always, free cash flow and unit economics are more interesting than net profit.
By which metrics Anthropic is making a lot of money.
how exactly can you assume they have unit profitability
Plenty of analysis on this point, the inputs are not secret. Check out Semianalysis for example.
They have something like 70% margin on inference.