| ▲ | lysace 3 hours ago | |||||||
That is the big question. Got reliable data on that? (My gut feeling tells me Claude Code is currently underpriced with regards to inference costs. But that's just a gut feeling...) | ||||||||
| ▲ | tvink 3 hours ago | parent | next [-] | |||||||
https://www.wheresyoured.at/costs/ Their AWS spend being higher than their revenue might hint at the same. Nobody has reliable data, I think it's fair to assume that even Anthropic is doing voodoo math to sleep at night. | ||||||||
| ▲ | simianwords 3 hours ago | parent | prev [-] | |||||||
> If we subtract the cost of compute from revenue to calculate the gross margin (on an accounting basis),2 it seems to be about 50% — lower than the norm for software companies (where 60-80% is typical) but still higher than many industries. https://epoch.ai/gradient-updates/can-ai-companies-become-pr... | ||||||||
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