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jstummbillig 3 hours ago

> Where are those 99$ coming from? Who is actually paying this money?

Companies who pay 99$ to make >99$ in return. I am not saying it works in all cases but that's the idea when a company spends money.

> Because it seems like so far everybody is losing money with no reversal of this trend in sight

I am not sure what you are seeing: Anthropic (as one of only two major companies that do just AI) is starting to return profits, while demand for AI is accelerating and, clearly, compute is maxed out. And I mean: On the entire planet. They are turning profits despite everything being in full buildout mode.

edgyquant 2 hours ago | parent [-]

Is Anthropic turning a profit? I thought that was only when considering discounted compute from spaceX