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1. Claude Code is claimed to have hit €500m ARR in 3 months. 2. What is the Claude Code profit for the same period? 3. What is the Claude Code profit per requ

by oblio 1y ago

1. Claude Code is claimed to have hit €500m ARR in 3 months. 2. What is the Claude Code profit for the same period? 3. What is the Claude Code profit per request served when excluding fixed expenses such as training the models?

bobxmax 1y ago
Who cares? Are you not seeing the exponential decrease in GPU inference costs? H100s costs 3x what they did a year ago.
- oblio 1y ago
  I'm not sure I understand how B (H100s costs 3x what they did a year ago) follows from A (exponential decrease in GPU inference costs).