Calling this unmotivated assumption an "estimate" is just plain lying though, regardless of the faith uou have in the source of the assumption.

I've seen a bunch of other estimates / claims of a %50-60 margin for Anthropic on serving. This was just the first one I found a credible-looking link I could drop into this discussion.

The best one is from the Information, but they're behind a paywall so not useful to link to. https://www.theinformation.com/articles/anthropic-projects-7...