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Anthropic Cannot IPO, No Frontier Model Startup Can

1•zerosizedweasle•52m ago
The fundamental issue is how much they are burning on inference. Not training, their bread and butter. It makes them complete uneconomical as a business. Everything AI would explode financially if people understood how much money they are burning on day to day operations.

https://www.ft.com/content/fce77ba4-6231-4920-9e99-693a6c38e7d5

https://www.wsj.com/tech/ai/big-techs-soaring-profits-have-an-ugly-underside-openais-losses-fe7e3184

Comments

colesantiago•22m ago
yes they can.

if you know what a tam expansion is then you'll know that they can.

zerosizedweasle•9m ago
If the cost scale with growth they can never escape

Amazon Previews 3 AI Agents, Including 'Kiro' That Can Code on Its Own for Days

https://techcrunch.com/2025/12/02/amazon-previews-3-ai-agents-including-kiro-that-can-code-on-its...
1•skx001•32s ago•0 comments

Show HN: Open-source AM32 ESC configurator with thrust test bench

https://vayu-dun.vercel.app
1•shodh-varun•1m ago•0 comments

DeepSeek's new model could push China ahead in the global AI race

https://restofworld.org/2025/deepseek-china-r2-ai-model-us-rivalry/
1•donohoe•1m ago•0 comments

AWS Re:Invent 2025: Nova 2, Trainium3, and Frontier Agents

https://www.aboutamazon.com/news/aws/aws-re-invent-2025-ai-news-updates
1•victorbuilds•5m ago•0 comments

Ask HN: Where did the excellence in engineering go?

1•edu_do_cerrado•6m ago•1 comments

TornadoVM v2.0.0 release with lots of improvements for Java on GPUs

https://github.com/beehive-lab/TornadoVM/releases/tag/v2.0.0
1•pjmlp•6m ago•0 comments

Root-Purge – a cross-distro cleanup tool for old kernels and system cruft

https://github.com/makelinux/root-purge
1•costa-shul•7m ago•1 comments

Prospect restaurant floods itself to protect building

https://www.wave3.com/2025/04/07/prospect-restaurant-floods-itself-protect-building/
1•thunderbong•9m ago•0 comments

Value of Aussie housing market nears eye-watering $12T

https://www.realestate.com.au/news/value-of-aussie-housing-market-nears-eye-watering-12-trillion/
1•miniruntimeb•11m ago•0 comments

The "Mad Men" in 4K on HBO Max Debacle

http://fxrant.blogspot.com/2025/12/the-mad-men-in-4k-on-hbo-max-debacle.html
3•tosh•12m ago•0 comments

Lovable's 65% margin target on leaked pitch deck

https://sifted.eu/articles/lovable-margins-leaked-pitch-deck
1•warthog•15m ago•0 comments

The software job market is nearly nonfunctional with AI-driven applicant fraud

https://minimumviableposts.substack.com/p/the-software-job-market-is-nearly
3•ageitgey•16m ago•0 comments

The team reckoning with AI's effect on humans – With Sonnet Reflection

https://www.theverge.com/ai-artificial-intelligence/836335/anthropic-societal-impacts-team-ai-cla...
2•sahli•17m ago•1 comments

Elliptic Curve 'Murmurations' Found with AI Take Flight

https://www.quantamagazine.org/elliptic-curve-murmurations-found-with-ai-take-flight-20240305/
1•rbanffy•18m ago•0 comments

India revokes state-run security app order for smartphones after outcry

https://www.reuters.com/world/india/india-cyber-safety-app-mandate-breach-privacy-main-opposition...
2•virtuosity•19m ago•0 comments

Compliance != Security

https://introvertmac.wordpress.com/2025/12/03/compliance-security/
6•introvertmac•21m ago•0 comments

A Fentanyl Vaccine Is About to Get Its First Major Test

https://www.wired.com/story/a-fentanyl-vaccine-is-about-to-get-its-first-major-test/
2•quapster•26m ago•1 comments

Investing in the Python Ecosystem

https://vercel.com/blog/investing-in-the-python-ecosystem
2•lumpa•28m ago•1 comments

The Complete Xbox Ally and Ally X Hands-On Review (Windows vs. Bazzite)

https://boilingsteam.com/complete-xbox-ally-and-ally-x-hands-on-review/
3•ekianjo•29m ago•1 comments

The Algorithm That Exposed the AI Industry's Circular Financing Scheme

https://substack.com/home/post/p-179453867
6•jnord•30m ago•0 comments

IBM: The 'next big thing' no longer exists (2006)

https://www.zdnet.com/article/ibm-the-next-big-thing-no-longer-exists/
3•nahikoa•32m ago•0 comments

AI is all about Software Engineering

https://sb.thoughts.ar/posts/2025/12/03/ai-is-all-about-software-engineering/
4•santiagobasulto•33m ago•0 comments

Grow Slowly, Stay Small

https://herman.bearblog.dev/grow-slowly-stay-small/
2•rpgbr•35m ago•0 comments

Swiss Data Protection Group Says US Cloud Giants Can't Meet Privacy Standards

https://itsfoss.com/news/privatim-declares-international-cloud-unsuitable/
2•speckx•36m ago•0 comments

AI companies' safety practices fail to meet global standards, study shows

https://www.reuters.com/business/ai-companies-safety-practices-fail-meet-global-standards-study-s...
2•giuliomagnifico•39m ago•1 comments

Digital Signatures Do Not Guarantee Exclusive Ownership (2005) [pdf]

https://www.bolet.org/~pornin/2005-acns-pornin+stern.pdf
1•basilikum•41m ago•0 comments

Rocks Are Alive

https://nautil.us/rocks-are-alive-1248437/
1•dnetesn•42m ago•0 comments

Improve Query Performance Using Python Django QuerySets

https://blog.appsignal.com/2025/12/03/improve-query-performance-using-django-python-querysets.html
1•unripe_syntax•44m ago•0 comments

Show HN: AIThreads – Give your AI agent an email address in 30 seconds

2•heyarviind2•46m ago•0 comments

Are we repeating the telecoms crash with AI datacenters?

https://martinalderson.com/posts/are-we-really-repeating-the-telecoms-crash-with-ai-datacenters/
4•davedx•48m ago•0 comments