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etempleton an hour ago

The whole AI world really is completely circular spending where every one loses money along the way. The only one really making any money is Nvidia.

btian 37 minutes ago | parent | next [-]

How is SpaceX not making money?

Total investment is 20-40B, rent to Anthropic for 45B over 3 years.

Anthropic is also profitable now.

etempleton 29 minutes ago | parent [-]

Anthropic is not profitable and does not expect to be revenue even until 2028. They are just losing less billions per year than everyone else.

theptip 22 minutes ago | parent [-]

As always, free cash flow and unit economics are more interesting than net profit.

By which metrics Anthropic is making a lot of money.

kurthr an hour ago | parent | prev [-]

Except that they're loaning a bunch of money to their "customers" to "buy" their products. It's still really circular.

etempleton 44 minutes ago | parent [-]

This thing is going to explode. From this I have to imagine OpenAIs numbers are also going to be much worse than people imagine / what has been shared.