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| ▲ | aurareturn 19 hours ago | parent | next [-] | | Personally, I don't worry about profitability in the short term. If Anthropic is adding $15b ARR every single month, and their gross margins are 50%+ (per Dario), profits are inevitable. The thing I'm most worried about with SpaceX is bundling X.com, xAI with it. I don't want to invest in X.com nor xAI. Lastly, I don't my money tied to the Elon rollercoaster. | | |
| ▲ | dminik 33 minutes ago | parent | next [-] | | How are the margins 50%+? There's an article from today where if they double their current revenue to $10.9B they will make ~$500M profit. Maybe I just can't count, but that's a margin of ~5% no? These numbers should be inference only: https://www.reuters.com/business/anthropic-nears-first-quart... | |
| ▲ | mrweasel 5 hours ago | parent | prev | next [-] | | I understand very little of this, but hasn't OpenAI burned so much money, which it now need to be recouped, making any profit short or long term is mostly a fantasy. If OpenAI IPOs, then investors will expect a return. OpenAI can't generate that, so they'll be forced to slash R&D, stop datacenter roll outs and layoffs, so what's left? A model that will grow stale in six month, massive commitments and debt? | |
| ▲ | tedd4u 16 hours ago | parent | prev [-] | | Can't wait to see where they stick the cost frontier model updates in the P&L. Maybe some kind of NRE they can amortize so it's outside of EBITDA? |
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| ▲ | sethops1 2 hours ago | parent | prev | next [-] | | SpaceX is a money furnace. Read the S-1 that came out yesterday. | |
| ▲ | guelo 9 hours ago | parent | prev [-] | | seems unlikely as it owns twitter and grok, both being giant money sinks |
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