They'd be in their quiet period...
Yes the company known for famously training 1 model
The idea of removing model training from your costs is a little wild tbh.
The profitability of being able to serve a query wasn't really under question (nor is the margin expected to be anything less than 80%+) I think.
Yeah, I didn't believe they'd claim something like that. But yes indeed, from the article:
> Anthropic's gross margins are above 80% before accounting for revenue shared with distribution partners, including Amazon (AMZN.O), opens new tab, and the cost of training its model,
Is this how all AI companies calculate if they're profitable or not, by removing the highest costs? What a circus.
In one sense, yes, but I do see people question it regularly.
HN had long debates about whether AI inference could even be affordable from a compute perspective.
It's one of several metrics and tries to estimate steady-state profitability. It's the only one being leaked because it's the most sensational one. But don't assume cash-flow profitability is negative just because you don't know it.
jqpabc123•54m ago
This is reportedly a sort of "Enron" accounting which excludes some really big expenses like revenue sharing, the cost of model training and hardware deploymments which are kept off the corporate balance sheet using "special finance vehicles".
https://www.msn.com/en-us/technology/artificial-intelligence...
mixdup•31m ago
sigmar•28m ago
source? this seems false. reportedly the adjusted profitability includes inference and amortized training costs
jqpabc123•20m ago
Listed at the end of my post.
this seems false.
Source showing this in accordance with GAAP (Generally Acceptable Accounting Prectices)?
sigmar•15m ago