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I am conveniently not counting training costs (since they add no marginal costs, selling more tokens doesn't impact them), and hardware and DC costs only amortized

Of course they do have to "make bank" in some way to offset the insane training costs. But whether they go for high prices or high volume, or offer some services as a loss leader to drive profits elsewhere is somewhat orthogonal to that

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Does Anthropic really expect to double their income without also doubling their expenses?
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Let’s see it first. And without omitting training/infrastructure costs at that. Until then my comment is still accurate.
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its a private company, what exactly do you expect to 'see'?
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Anthropic IPO's in less than 5 months and I guarantee you any company that officially is in the black will proudly shout it from the rooftops.
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> Anthropic IPO's in less than 5 months

pure speculation. about as valuable as my linked wsj reporting i suppose. given thats the case, maybe you shouldnt claim so confidently that they are money incinerators.

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