https://www.wheresyoured.at/costs/
replyTheir AWS spend being higher than their revenue might hint at the same.
Nobody has reliable data, I think it's fair to assume that even Anthropic is doing voodoo math to sleep at night.
> If we subtract the cost of compute from revenue to calculate the gross margin (on an accounting basis),2 it seems to be about 50% — lower than the norm for software companies (where 60-80% is typical) but still higher than many industries.
replyhttps://epoch.ai/gradient-updates/can-ai-companies-become-pr...
The context of that quote is OpenAI as a whole.
reply