Anthropic unlike OpenAI has reached an operating profit of 559 million, which is really telling. They've also been migrating enterprise customers to API pricing, which is likely part of why they've become so profitable.
Anthropic unlike OpenAI has reached an operating profit of 559 million, which is really telling. They've also been migrating enterprise customers to API pricing, which is likely part of why they've become so profitable.
SpaceX is selling their capacity to Anthrophic at a reduced rate in May and June [1]. It's possible that they're only profitable because of this discount.
[1] https://www.wheresyoured.at/anthropics-profitability-swindle...
"capacity ramping" denotes that compute is increasing, which doesn't read like a discount, it reads like prorating.