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.
replyhttps://www.forbes.com/sites/josipamajic/2026/03/25/openai-a...
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.
replyThe question still remains whether they will be defensively profitable when things settle down.
replyI 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.
That is 100% valid, and I don't disagree.
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