| ▲ | combobyte 2 hours ago | |
Those numbers intentionally exclude the single largest operating expense that Anthropic has: model training. [1] So yeah, if they stop training models forever, Anthropic will probably start making a profit... until someone else with better models comes along to eat their lunch. [1] https://www.morningstar.com/news/marketwatch/2026091414/the-... | ||
| ▲ | ahartmetz 2 hours ago | parent | next [-] | |
In the discussion of a similar article, it was called PBBT - profit before bad things. | ||
| ▲ | boc 2 hours ago | parent | prev | next [-] | |
Or if model training is more of a rollercoaster, where spending gets you to the top of the hill where you create a massive internal model which can then build the next version of itself for cheaper and cheaper amounts relative to human R&D costs. If Anthropic is first over that hill, they can race far ahead. | ||
| ▲ | freecodeio an hour ago | parent | prev | next [-] | |
kind of puts it in 4K the reason behind "we must pace the frontier" | ||
| ▲ | simianwords 2 hours ago | parent | prev [-] | |
Maybe... just maybe companies find an equilibrium? Maybe companies reinvest in training because there's performance increase? | ||