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by SilverElfin16 hours ago |
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upvoteby Spooky2316 hours ago|
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Anthropic seems to have clawed its way to being the best AI and charging for itself. Microsoft had to slash the Anthropic budget… which it exceeded while being the exclusive host of OpenAI.

Google seems to have a good B2B and internal leveraging AI to make $. OpenAI/Microsoft seems to have squandered an early product lead.

And then you have the Muskiverse, where we have an rocket ship company that buys surplus cyber trucks, operates a space ISP, an AI company that produces virtual fetish porn and makes money renting GPUs to Anthropic, a rando dying social network and a tunnel company to cock-block public transit.

I may be underestimating the market for AI anime porn, but I think Anthropic is probably the best in class product right now. Google and AWS are probably the best positioned sellers of AI. SpaceXAI is the dark horse because they are likely enriching the dear leader more. OpenAI is fucked.

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upvoteby AlexCoventry14 hours ago|
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> an AI company that produces virtual fetish porn and makes money renting GPUs to Anthropic

Whatever Anthropic is paying is too much, since it means xAI will get to observe Anthropic's software, weights and operations in detail. It's probably contractually prohibited from doing so, but I doubt that would stop Musk, given what's at stake.

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upvoteby 0123456789ABCDE11 hours ago|
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seems to be a well understood angle inside anthropic — colossus use expands subscriber capacity; training goes to aws/gcp

https://x.ai/news/anthropic-compute-partnership https://www.anthropic.com/news/higher-limits-spacex

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upvoteby giancarlostoro16 hours ago|
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Anthropic is profitable unlike OpenAI though. Sure they'll owe a lot of money for probably decades, but if they remain profitable moving forward, it will be worthwhile.
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upvoteby SilverElfin15 hours ago|
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That profit figure is a pre IPO marketing claim, not an audited and GAAP accounted number. And there is already a lot written about how Anthropic exaggerated revenue compared to OpenAI.

https://www.forbes.com/sites/josipamajic/2026/03/25/openai-a...

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upvoteby jraby313 hours ago|
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This seems like it's because openAI actually partnered with Microsoft and has to give them 20% of their revenue. Anthropic isn't partnering with their cloud providers so it makes sense to me they count top line revenue and then give Amazon payment as an expense. Also the numbers seem pretty minor compared to anthropic $49B run rate. The article mentioned an openAI payment of around $500M.
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upvoteby georgemcbay16 hours ago|
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The question still remains whether they will be defensively profitable when things settle down.

I don't think open weight models are likely to overtake or match frontier models in the next year or so when it comes to doing the most difficult tasks, but I do expect a lot of people who are currently funneling wheelbarrows of money to Anthropic to realize that they can achieve the vast majority of things they are doing with LLMs just as well with much cheaper open weight models.

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upvoteby giancarlostoro4 hours ago|
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That is 100% valid, and I don't disagree.
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upvoteby vb-84487 hours ago|
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I think their real moat is the grip they have in corporates.

Once they are in, they will catch most of the opportunities.

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upvoteby coliveira15 hours ago|
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They will defend it the way any good monopoly always does: buying the competition. Case in point is Facebook: it is just a social network, the way they really stay on top is buying other companies and paying for people to spend even more time on their properties.
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upvoteby jraby313 hours ago|
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They bought insta and WhatsApp but at the time neither were really social networks. Insta was a popular filtering app. WhatsApp is just recently turning into a social network with their status updates.
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