| ▲ | 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. |
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| ▲ | 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. |
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| ▲ | 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. |
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| ▲ | 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. |
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| ▲ | 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. |
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