They claim to have been profitable in both Q2 and Q3 (under whatever their definition of profitability is).

I really don't think the 2025 figures are interesting at this point. Everything changed for them in 2026 - nobody was spending $1000/month/employee in 2025, there wasn't enough interesting token-heavy stuff to do with the models.

I think Anthropic might actually make it to profitability - they're earning more revenue than OpenAI and they've spent significantly less, too.