Is there any evidence that they nerf models? Anthropic is set to mark a profit Q2 2026 (which is actually not ideal), but there is profit.
Is there any evidence that they nerf models? Anthropic is set to mark a profit Q2 2026 (which is actually not ideal), but there is profit.
Only if you buy their math, which basically is "hey, if we don't do any training we can actually make a profit".
The problem with that math is that if they don't do any training they would be out of the market in 12 months, they're only relevant ("profitable") precisely because they trained the current reference SOTA model.
They can't just release Mythos and sit on top of it forever, competition is catching up fast and people expect a new more powerful model every 6 months.
There are LLM performance trackers in the wild, for instance https://marginlab.ai
You may notice that the performance of the old model tends to decline before each new model release.
Wasn't that non-GAAP profit?