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The State of AI Gross Margins in 2025

https://www.tanayj.com/p/the-gross-margin-debate-in-ai
1•giorgioz•4mo ago

Comments

giorgioz•4mo ago
I'm really surprised by such high margins... They just don't seem right, I thought Anthropic and OpenAI were not profitable yet... I don't understand how they came up with such claims of profit margins... can you someone explain me? :)
Leynos•4mo ago
They're counting model training as a capital expenditure, and so excluding it from running costs.
al2o3cr•4mo ago

    Some companies include the cost of free users within it, while others do not.
"If you ignore the costs of all the free stuff we give away, we're TOTALLY PROFITABLE! Give us moar money to throw on the pyre!"

GPT-5.3-Codex System Card [pdf]

https://cdn.openai.com/pdf/23eca107-a9b1-4d2c-b156-7deb4fbc697c/GPT-5-3-Codex-System-Card-02.pdf
1•tosh•10m ago•0 comments

Atlas: Manage your database schema as code

https://github.com/ariga/atlas
1•quectophoton•12m ago•0 comments

Geist Pixel

https://vercel.com/blog/introducing-geist-pixel
1•helloplanets•15m ago•0 comments

Show HN: MCP to get latest dependency package and tool versions

https://github.com/MShekow/package-version-check-mcp
1•mshekow•23m ago•0 comments

The better you get at something, the harder it becomes to do

https://seekingtrust.substack.com/p/improving-at-writing-made-me-almost
2•FinnLobsien•25m ago•0 comments

Show HN: WP Float – Archive WordPress blogs to free static hosting

https://wpfloat.netlify.app/
1•zizoulegrande•26m ago•0 comments

Show HN: I Hacked My Family's Meal Planning with an App

https://mealjar.app
1•melvinzammit•26m ago•0 comments

Sony BMG copy protection rootkit scandal

https://en.wikipedia.org/wiki/Sony_BMG_copy_protection_rootkit_scandal
1•basilikum•29m ago•0 comments

The Future of Systems

https://novlabs.ai/mission/
2•tekbog•30m ago•1 comments

NASA now allowing astronauts to bring their smartphones on space missions

https://twitter.com/NASAAdmin/status/2019259382962307393
2•gbugniot•34m ago•0 comments

Claude Code Is the Inflection Point

https://newsletter.semianalysis.com/p/claude-code-is-the-inflection-point
3•throwaw12•36m ago•1 comments

Show HN: MicroClaw – Agentic AI Assistant for Telegram, Built in Rust

https://github.com/microclaw/microclaw
1•everettjf•36m ago•2 comments

Show HN: Omni-BLAS – 4x faster matrix multiplication via Monte Carlo sampling

https://github.com/AleatorAI/OMNI-BLAS
1•LowSpecEng•37m ago•1 comments

The AI-Ready Software Developer: Conclusion – Same Game, Different Dice

https://codemanship.wordpress.com/2026/01/05/the-ai-ready-software-developer-conclusion-same-game...
1•lifeisstillgood•39m ago•0 comments

AI Agent Automates Google Stock Analysis from Financial Reports

https://pardusai.org/view/54c6646b9e273bbe103b76256a91a7f30da624062a8a6eeb16febfe403efd078
1•JasonHEIN•42m ago•0 comments

Voxtral Realtime 4B Pure C Implementation

https://github.com/antirez/voxtral.c
2•andreabat•44m ago•1 comments

I Was Trapped in Chinese Mafia Crypto Slavery [video]

https://www.youtube.com/watch?v=zOcNaWmmn0A
2•mgh2•50m ago•0 comments

U.S. CBP Reported Employee Arrests (FY2020 – FYTD)

https://www.cbp.gov/newsroom/stats/reported-employee-arrests
1•ludicrousdispla•52m ago•0 comments

Show HN: I built a free UCP checker – see if AI agents can find your store

https://ucphub.ai/ucp-store-check/
2•vladeta•57m ago•1 comments

Show HN: SVGV – A Real-Time Vector Video Format for Budget Hardware

https://github.com/thealidev/VectorVision-SVGV
1•thealidev•59m ago•0 comments

Study of 150 developers shows AI generated code no harder to maintain long term

https://www.youtube.com/watch?v=b9EbCb5A408
1•lifeisstillgood•59m ago•0 comments

Spotify now requires premium accounts for developer mode API access

https://www.neowin.net/news/spotify-now-requires-premium-accounts-for-developer-mode-api-access/
1•bundie•1h ago•0 comments

When Albert Einstein Moved to Princeton

https://twitter.com/Math_files/status/2020017485815456224
1•keepamovin•1h ago•0 comments

Agents.md as a Dark Signal

https://joshmock.com/post/2026-agents-md-as-a-dark-signal/
2•birdculture•1h ago•0 comments

System time, clocks, and their syncing in macOS

https://eclecticlight.co/2025/05/21/system-time-clocks-and-their-syncing-in-macos/
1•fanf2•1h ago•0 comments

McCLIM and 7GUIs – Part 1: The Counter

https://turtleware.eu/posts/McCLIM-and-7GUIs---Part-1-The-Counter.html
2•ramenbytes•1h ago•0 comments

So whats the next word, then? Almost-no-math intro to transformer models

https://matthias-kainer.de/blog/posts/so-whats-the-next-word-then-/
1•oesimania•1h ago•0 comments

Ed Zitron: The Hater's Guide to Microsoft

https://bsky.app/profile/edzitron.com/post/3me7ibeym2c2n
2•vintagedave•1h ago•1 comments

UK infants ill after drinking contaminated baby formula of Nestle and Danone

https://www.bbc.com/news/articles/c931rxnwn3lo
1•__natty__•1h ago•0 comments

Show HN: Android-based audio player for seniors – Homer Audio Player

https://homeraudioplayer.app
3•cinusek•1h ago•2 comments