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> On top of that, Anthropic is losing money on it. It seems they are *not* losing money on inference: https://bsky.app/profile/steveklabnik.com/post/3mdirf7tj5
by tumdum_ 8mo ago
> On top of that, Anthropic is losing money on it.
It seems they are *not* losing money on inference: https://bsky.app/profile/steveklabnik.com/post/3mdirf7tj5s2e https://bsky.app/profile/steveklabnik.com/post/3mdirf7tj5s2e
- deleted 8mo ago[deleted]
- byzantinegene 8mo agono, and that is widely known. the actual problem is that the margins are not sufficient at that scale to make up for the gargantuan training costs to train their SOTA model.
- aurareturn 8mo agoSource on that? Because inference revenue is outpacing training cost based on OpenAI’s report and intuition.
- cma 8mo agoNet inference revenue would need to be outpacing to go against his think about margins.
- JamesBarney 8mo agoThey are large enough to cover their previous training costs but not their next gen training costs. i.e They made more money on 3.5 than 3.5 cost to train, but didn't make enough money on 3.5 to train 4.0.
- quikoa 8mo agoThat's for the API right? The subs are still a loss. I don't know which one of the two is larger.